OBIC Business Consultants (4733) 주식 개요는 일본에서 비즈니스 및 정보 기술 솔루션을 개발 및 판매하는 회사입니다. 자세히 보기4733 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장3/6과거 실적4/6재무 건전성6/6배당3/6강점공정 가치 추정치보다 낮은 19.7% 에서 거래수익은 매년 10.09% 증가할 것으로 예상됩니다.지난 5년 동안 수입이 매년 12% 증가했습니다.분석가들은 주가가 44.7% 상승할 것이라는 데 동의합니다.위험 분석우리의 위험 점검에서 4733에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기4733 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥5.98k12.0% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture080b2016201920222025202620282031Revenue JP¥80.4bEarnings JP¥28.4bAdvancedSet Fair ValueView all narrativesOBIC Business Consultants Co., Ltd. 경쟁사RakusSymbol: TSE:3923Market cap: JP¥339.6bJustSystemsSymbol: TSE:4686Market cap: JP¥249.5bMoney ForwardSymbol: TSE:3994Market cap: JP¥222.0bSansanSymbol: TSE:4443Market cap: JP¥196.2b가격 이력 및 성과OBIC Business Consultants 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥5,976.0052주 최고가JP¥9,379.0052주 최저가JP¥5,557.00베타0.251개월 변동-3.14%3개월 변동-4.70%1년 변동-29.28%3년 변동8.85%5년 변동-5.89%IPO 이후 변동-65.85%최근 뉴스 및 업데이트Buy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥5,915. The fair value is estimated to be JP¥7,413, 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 16%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • May 25Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥5,979. The fair value is estimated to be JP¥7,514, 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 16%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.Reported Earnings • Apr 22Full year 2026 earnings released: EPS: JP¥241 (vs JP¥215 in FY 2025)Full year 2026 results: EPS: JP¥241 (up from JP¥215 in FY 2025). Revenue: JP¥51.4b (up 9.4% from FY 2025). Net income: JP¥18.1b (up 12% from FY 2025). Profit margin: 35% (in line with FY 2025). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% 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: Major Risk High level of non-cash earnings (53% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).더 많은 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥5,915. The fair value is estimated to be JP¥7,413, 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 16%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • May 25Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥5,979. The fair value is estimated to be JP¥7,514, 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 16%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.Reported Earnings • Apr 22Full year 2026 earnings released: EPS: JP¥241 (vs JP¥215 in FY 2025)Full year 2026 results: EPS: JP¥241 (up from JP¥215 in FY 2025). Revenue: JP¥51.4b (up 9.4% from FY 2025). Net income: JP¥18.1b (up 12% from FY 2025). Profit margin: 35% (in line with FY 2025). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% 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: Major Risk High level of non-cash earnings (53% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).분석 기사 • Feb 04OBIC Business Consultants Co., Ltd. (TSE:4733) Stocks Pounded By 31% But Not Lagging Market On Growth Or PricingOBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders that were waiting for something to happen have been dealt...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥5,807, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Software industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,473 per share.분석 기사 • Feb 02OBIC Business Consultants' (TSE:4733) Profits May Not Reveal Underlying IssuesThe market shrugged off OBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) solid earnings report. We think that...분석 기사 • Jan 28OBIC Business Consultants (TSE:4733) Has Announced That It Will Be Increasing Its Dividend To ¥58.00OBIC Business Consultants Co., Ltd. ( TSE:4733 ) has announced that it will be increasing its dividend from last year's...공시 • Jan 28OBIC Business Consultants Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending March 2026OBIC Business Consultants Co., Ltd. at a meeting of its Board of Directors held on January 26, 2026, it resolved to revise its forecast for dividend per share for the fiscal year ending March 2026. For the year, the company expects dividend of JPY 58.00 per share compare to JPY 53.00 per share a year ago. Reason for revision to dividend forecasts: The Company's dividend policy is to maintain stable returns to shareholders over the long term. For the time being, the company plan to achieve stable returns to shareholders over the long term with a payout ratio of approximately 45%. With regard to the dividend forecast for the fiscal year ending March 2026, the company have decided to increase the year-end dividend by JPY 5 per share to JPY 58, and to increase the annual dividend to JPY 111, considering the above policy and trends in business performance, etc. comprehensively.Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥57.04 (vs JP¥54.41 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.04 (up from JP¥54.41 in 3Q 2025). Revenue: JP¥12.9b (up 7.7% from 3Q 2025). Net income: JP¥4.29b (up 4.8% from 3Q 2025). Profit margin: 33% (in line with 3Q 2025). Revenue is forecast to grow 11% 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 16% per year whereas the company’s share price has increased by 13% per year.분석 기사 • Dec 26Is OBIC Business Consultants Co., Ltd. (TSE:4733) Worth JP¥8.5k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥6,334...공시 • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2026 Results on Jan 26, 2026OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2026 results on Jan 26, 2026분석 기사 • Dec 11The Return Trends At OBIC Business Consultants (TSE:4733) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Declared Dividend • Nov 18First half dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 30th March 2026 Payment date: 24th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth 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.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥55.86 (vs JP¥48.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.86 (up from JP¥48.89 in 2Q 2025). Revenue: JP¥12.8b (up 11% from 2Q 2025). Net income: JP¥4.20b (up 14% from 2Q 2025). Profit margin: 33% (up from 32% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% 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 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.공시 • Sep 25OBIC Business Consultants Co., Ltd. to Report Q2, 2026 Results on Oct 28, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025Price Target Changed • Sep 24Price target increased by 7.8% to JP¥9,929Up from JP¥9,214, the current price target is an average from 7 analysts. New target price is 11% above last closing price of JP¥8,972. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥215 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 18 November 2025. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).분석 기사 • Aug 30Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Aug 12OBIC Business Consultants Co., Ltd. (TSE:4733) Not Lagging Market On Growth Or PricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider OBIC...Reported Earnings • Jul 24First quarter 2026 earnings released: EPS: JP¥54.19 (vs JP¥52.65 in 1Q 2025)First quarter 2026 results: EPS: JP¥54.19 (up from JP¥52.65 in 1Q 2025). Revenue: JP¥12.2b (up 8.2% from 1Q 2025). Net income: JP¥4.07b (up 2.9% from 1Q 2025). Profit margin: 34% (down from 35% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% 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 15% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 12OBIC Business Consultants' (TSE:4733) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jun 21OBIC Business Consultants Co., Ltd. to Report Q1, 2026 Results on Jul 23, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025분석 기사 • May 09A Look At The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥6,937 based on 2 Stage Free Cash Flow to...Reported Earnings • Apr 23Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 13% per year whereas the company’s share price has increased by 12% per year.공시 • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025.분석 기사 • Apr 15Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?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 • Mar 27OBIC Business Consultants Co., Ltd.'s (TSE:4733) Shareholders Might Be Looking For ExitWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider OBIC...Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).공시 • Mar 15OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025분석 기사 • Feb 16We Like These Underlying Return On Capital Trends At OBIC Business Consultants (TSE:4733)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...분석 기사 • Jan 31Shareholders Can Be Confident That OBIC Business Consultants' (TSE:4733) Earnings Are High QualityOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) strong earnings report was rewarded with a positive stock price...Reported Earnings • Jan 27Third quarter 2025 earnings released: EPS: JP¥54.41 (vs JP¥47.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.41 (up from JP¥47.17 in 3Q 2024). Revenue: JP¥12.0b (up 9.9% from 3Q 2024). Net income: JP¥4.09b (up 15% from 3Q 2024). Profit margin: 34% (up from 32% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 23A Look At The Fair Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,542 With...공시 • Dec 19OBIC Business Consultants Co., Ltd. to Report Q3, 2025 Results on Jan 24, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2025 results on Jan 24, 2025분석 기사 • Dec 18Here's Why We Think OBIC Business Consultants (TSE:4733) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Dec 03Investor Optimism Abounds OBIC Business Consultants Co., Ltd. (TSE:4733) But Growth Is LackingOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) price-to-earnings (or "P/E") ratio of 35.3x might make it look like...Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥48.89 (vs JP¥44.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.89 (up from JP¥44.34 in 2Q 2024). Revenue: JP¥11.5b (up 11% from 2Q 2024). Net income: JP¥3.68b (up 10% from 2Q 2024). Profit margin: 32% (in line with 2Q 2024). Revenue is forecast to grow 9.0% 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 10% per year whereas the company’s share price has increased by 8% per year.분석 기사 • Oct 21Estimating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,930...분석 기사 • Oct 05The Returns At OBIC Business Consultants (TSE:4733) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...공시 • Sep 21OBIC Business Consultants Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.2%).분석 기사 • Sep 19If EPS Growth Is Important To You, OBIC Business Consultants (TSE:4733) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Sep 03Subdued Growth No Barrier To OBIC Business Consultants Co., Ltd. (TSE:4733) With Shares Advancing 28%OBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders would be excited to see that the share price has had a...Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥52.64 (vs JP¥36.85 in 1Q 2024)First quarter 2025 results: EPS: JP¥52.64 (up from JP¥36.85 in 1Q 2024). Revenue: JP¥11.2b (up 23% from 1Q 2024). Net income: JP¥3.96b (up 43% from 1Q 2024). Profit margin: 35% (up from 30% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% 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 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Part-Time Outside Auditor Tomonori Anan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.분석 기사 • Jun 27Returns On Capital At OBIC Business Consultants (TSE:4733) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...공시 • Jun 26OBIC Business Consultants Co., Ltd. to Report Q1, 2025 Results on Jul 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2025 results on Jul 24, 2024분석 기사 • Jun 12Do OBIC Business Consultants' (TSE:4733) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • May 10Calculating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥7,434 based on 2 Stage Free Cash Flow to...공시 • Apr 26OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024.Reported Earnings • Apr 24Full year 2024 earnings released: EPS: JP¥184 (vs JP¥147 in FY 2023)Full year 2024 results: EPS: JP¥184 (up from JP¥147 in FY 2023). Revenue: JP¥42.0b (up 25% from FY 2023). Net income: JP¥13.8b (up 26% from FY 2023). Profit margin: 33% (in line with FY 2023). Revenue is forecast to grow 9.5% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Mar 27OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).분석 기사 • Mar 18OBIC Business Consultants (TSE:4733) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...분석 기사 • Feb 29Do OBIC Business Consultants' (TSE:4733) 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...Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥47.17 (vs JP¥32.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.17 (up from JP¥32.23 in 3Q 2023). Revenue: JP¥10.9b (up 29% from 3Q 2023). Net income: JP¥3.55b (up 46% from 3Q 2023). Profit margin: 32% (up from 29% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% 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 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Dec 20OBIC Business Consultants Co., Ltd. to Report Q3, 2024 Results on Jan 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2024 results on Jan 24, 2024Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥44.34 (vs JP¥32.57 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.34 (up from JP¥32.57 in 2Q 2023). Revenue: JP¥10.3b (up 31% from 2Q 2023). Net income: JP¥3.33b (up 36% from 2Q 2023). Profit margin: 32% (up from 31% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Sep 24OBIC Business Consultants Co., Ltd. to Report Q2, 2024 Results on Oct 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥36.85 (vs JP¥35.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.85 (up from JP¥35.92 in 1Q 2023). Revenue: JP¥9.14b (up 9.6% from 1Q 2023). Net income: JP¥2.77b (up 2.6% from 1Q 2023). Profit margin: 30% (down from 32% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% 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 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2024 Results on Jul 25, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023Reported Earnings • Apr 26Full year 2023 earnings released: EPS: JP¥147 (vs JP¥157 in FY 2022)Full year 2023 results: EPS: JP¥147 (down from JP¥157 in FY 2022). Revenue: JP¥33.7b (down 3.0% from FY 2022). Net income: JP¥11.0b (down 6.6% from FY 2022). Profit margin: 33% (down from 34% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥32.23 (vs JP¥40.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.23 (down from JP¥40.46 in 3Q 2022). Revenue: JP¥8.46b (down 7.8% from 3Q 2022). Net income: JP¥2.42b (down 20% from 3Q 2022). Profit margin: 29% (down from 33% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2023 Results on Jan 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2023 results on Jan 24, 2023Buying Opportunity • Oct 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥5,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 11%.Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥32.57 (vs JP¥37.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.57 (down from JP¥37.89 in 2Q 2022). Revenue: JP¥7.88b (down 8.1% from 2Q 2022). Net income: JP¥2.45b (down 14% from 2Q 2022). Profit margin: 31% (down from 33% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Sep 28OBIC Business Consultants Co., Ltd. to Report Q2, 2023 Results on Oct 25, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. The company last paid an ordinary dividend in October 2011. The average dividend yield among industry peers is 1.8%.Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥5,809, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%.Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 6.1%. The fair value is estimated to be JP¥5,830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%.Reported Earnings • Jul 22First quarter 2023 earnings released: EPS: JP¥35.92 (vs JP¥31.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.92 (up from JP¥31.50 in 1Q 2022). Revenue: JP¥8.34b (up 8.5% from 1Q 2022). Net income: JP¥2.70b (up 14% from 1Q 2022). Profit margin: 32% (up from 31% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 2.6% over the past three years.공시 • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2023 Results on Jul 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2023 results on Jul 21, 2022Buying Opportunity • Jun 14Now 21% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be JP¥5,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be JP¥5,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.Reported Earnings • Apr 27Full year 2022 earnings released: EPS: JP¥157 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥157 (up from JP¥129 in FY 2021). Revenue: JP¥34.8b (up 19% from FY 2021). Net income: JP¥11.8b (up 22% from FY 2021). Profit margin: 34% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.공시 • Apr 23OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022.공시 • Apr 08OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2022 Results on Apr 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2022 results on Apr 21, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 22 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥40.46 (up from JP¥28.76 in 3Q 2021). Revenue: JP¥9.18b (up 24% from 3Q 2021). Net income: JP¥3.04b (up 41% from 3Q 2021). Profit margin: 33% (up from 29% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Price Target Changed • Jan 15Price target decreased to JP¥6,650Down from JP¥7,157, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥4,435. Stock is down 36% over the past year. The company posted earnings per share of JP¥129 last year.Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥37.89 (vs JP¥31.78 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥8.58b (up 19% from 2Q 2021). Net income: JP¥2.85b (up 19% from 2Q 2021). Profit margin: 33% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Inaugural dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 24 November 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.3%.Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥31.50 (vs JP¥24.92 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.69b (up 17% from 1Q 2021). Net income: JP¥2.37b (up 26% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 23 June 2021. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.3%.Is New 90 Day High Low • Feb 17New 90-day low: JP¥6,380The company is down 7.0% from its price of JP¥6,850 on 19 November 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 9.0% over the same period.Reported Earnings • Feb 09Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥28.76 (vs JP¥25.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.공시 • Dec 26OBIC Business Consultants Co., Ltd. to Report Q3, 2021 Results on Jan 26, 2021OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2021 results on Jan 26, 2021Price Target Changed • Dec 01Price target raised to JP¥6,466Up from JP¥5,677, the current price target is provided by 1 analyst. The new target price is 12% below the current share price of JP¥7,350. As of last close, the stock is up 50% over the past year.공시 • Oct 01OBIC Business Consultants Co., Ltd. to Report Q2, 2021 Results on Oct 26, 2020OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2021 results on Oct 26, 2020공시 • Jun 29OBIC Business Consultants Co., Ltd. to Report Q1, 2021 Results on Jul 22, 2020OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2021 results on Jul 22, 2020주주 수익률4733JP SoftwareJP 시장7D-3.9%-6.1%-1.0%1Y-29.3%-27.4%39.9%전체 주주 수익률 보기수익률 대 산업: 4733은 지난 1년 동안 -27.4%의 수익을 기록한 JP Software 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 4733은 지난 1년 동안 39.9%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 4733's price volatile compared to industry and market?4733 volatility4733 Average Weekly Movement4.6%Software Industry Average Movement6.2%Market Average Movement4.7%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%안정적인 주가: 4733는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 4733의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1980995Shigefumi Wadawww.obc.co.jp는 일본에서 비즈니스 및 정보 기술 솔루션을 개발 및 판매하는 회사입니다. 이 회사는 회계, 인사, 급여 및 관련 주변 작업을 위한 패키지 소프트웨어를 제공합니다. 또한 클라우드 서비스도 제공합니다.더 보기OBIC Business Consultants Co., Ltd. 기초 지표 요약OBIC Business Consultants의 순이익과 매출은 시가총액과 어떻게 비교됩니까?4733 기초 통계시가총액JP¥449.26b순이익 (TTM)JP¥18.13b매출 (TTM)JP¥51.40b24.8x주가수익비율(P/E)8.7x주가매출비율(P/S)4733는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표4733 손익계산서 (TTM)매출JP¥51.40b매출원가JP¥7.90b총이익JP¥43.51b기타 비용JP¥25.37b순이익JP¥18.13b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)241.19총이익률84.64%순이익률35.28%부채/자본 비율0%4733의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.9%현재 배당 수익률1%배당 성향4733는 안정적으로 배당을 지급합니까?4733 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 4733를 매수해야 하나요?OBIC Business Consultants 배당 일정배당락일Mar 30 2026배당 지급일Jun 23 2026배당락일까지 남은 일수73 days배당 지급일까지 남은 일수12 days4733는 안정적으로 배당을 지급합니까?4733 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 18:24종가2026/06/10 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 소스OBIC Business Consultants Co., Ltd.는 18명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuki KanekoBofA Global ResearchMoriya KoketsuCitigroup IncHideo NodaCLSA15명의 분석가 더 보기
Buy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥5,915. The fair value is estimated to be JP¥7,413, 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 16%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • May 25Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥5,979. The fair value is estimated to be JP¥7,514, 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 16%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.
Reported Earnings • Apr 22Full year 2026 earnings released: EPS: JP¥241 (vs JP¥215 in FY 2025)Full year 2026 results: EPS: JP¥241 (up from JP¥215 in FY 2025). Revenue: JP¥51.4b (up 9.4% from FY 2025). Net income: JP¥18.1b (up 12% from FY 2025). Profit margin: 35% (in line with FY 2025). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% 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: Major Risk High level of non-cash earnings (53% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
Buy Or Sell Opportunity • Jun 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to JP¥5,915. The fair value is estimated to be JP¥7,413, 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 16%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • May 25Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥5,979. The fair value is estimated to be JP¥7,514, 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 16%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period.
Reported Earnings • Apr 22Full year 2026 earnings released: EPS: JP¥241 (vs JP¥215 in FY 2025)Full year 2026 results: EPS: JP¥241 (up from JP¥215 in FY 2025). Revenue: JP¥51.4b (up 9.4% from FY 2025). Net income: JP¥18.1b (up 12% from FY 2025). Profit margin: 35% (in line with FY 2025). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% 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: Major Risk High level of non-cash earnings (53% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
분석 기사 • Feb 04OBIC Business Consultants Co., Ltd. (TSE:4733) Stocks Pounded By 31% But Not Lagging Market On Growth Or PricingOBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders that were waiting for something to happen have been dealt...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥5,807, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Software industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,473 per share.
분석 기사 • Feb 02OBIC Business Consultants' (TSE:4733) Profits May Not Reveal Underlying IssuesThe market shrugged off OBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) solid earnings report. We think that...
분석 기사 • Jan 28OBIC Business Consultants (TSE:4733) Has Announced That It Will Be Increasing Its Dividend To ¥58.00OBIC Business Consultants Co., Ltd. ( TSE:4733 ) has announced that it will be increasing its dividend from last year's...
공시 • Jan 28OBIC Business Consultants Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending March 2026OBIC Business Consultants Co., Ltd. at a meeting of its Board of Directors held on January 26, 2026, it resolved to revise its forecast for dividend per share for the fiscal year ending March 2026. For the year, the company expects dividend of JPY 58.00 per share compare to JPY 53.00 per share a year ago. Reason for revision to dividend forecasts: The Company's dividend policy is to maintain stable returns to shareholders over the long term. For the time being, the company plan to achieve stable returns to shareholders over the long term with a payout ratio of approximately 45%. With regard to the dividend forecast for the fiscal year ending March 2026, the company have decided to increase the year-end dividend by JPY 5 per share to JPY 58, and to increase the annual dividend to JPY 111, considering the above policy and trends in business performance, etc. comprehensively.
Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥57.04 (vs JP¥54.41 in 3Q 2025)Third quarter 2026 results: EPS: JP¥57.04 (up from JP¥54.41 in 3Q 2025). Revenue: JP¥12.9b (up 7.7% from 3Q 2025). Net income: JP¥4.29b (up 4.8% from 3Q 2025). Profit margin: 33% (in line with 3Q 2025). Revenue is forecast to grow 11% 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 16% per year whereas the company’s share price has increased by 13% per year.
분석 기사 • Dec 26Is OBIC Business Consultants Co., Ltd. (TSE:4733) Worth JP¥8.5k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥6,334...
공시 • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2026 Results on Jan 26, 2026OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2026 results on Jan 26, 2026
분석 기사 • Dec 11The Return Trends At OBIC Business Consultants (TSE:4733) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Declared Dividend • Nov 18First half dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 30th March 2026 Payment date: 24th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth 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.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: JP¥55.86 (vs JP¥48.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥55.86 (up from JP¥48.89 in 2Q 2025). Revenue: JP¥12.8b (up 11% from 2Q 2025). Net income: JP¥4.20b (up 14% from 2Q 2025). Profit margin: 33% (up from 32% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% 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 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Sep 25OBIC Business Consultants Co., Ltd. to Report Q2, 2026 Results on Oct 28, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025
Price Target Changed • Sep 24Price target increased by 7.8% to JP¥9,929Up from JP¥9,214, the current price target is an average from 7 analysts. New target price is 11% above last closing price of JP¥8,972. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥215 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 18 November 2025. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
분석 기사 • Aug 30Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Aug 12OBIC Business Consultants Co., Ltd. (TSE:4733) Not Lagging Market On Growth Or PricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider OBIC...
Reported Earnings • Jul 24First quarter 2026 earnings released: EPS: JP¥54.19 (vs JP¥52.65 in 1Q 2025)First quarter 2026 results: EPS: JP¥54.19 (up from JP¥52.65 in 1Q 2025). Revenue: JP¥12.2b (up 8.2% from 1Q 2025). Net income: JP¥4.07b (up 2.9% from 1Q 2025). Profit margin: 34% (down from 35% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% 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 15% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 12OBIC Business Consultants' (TSE:4733) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jun 24Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% 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 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jun 21OBIC Business Consultants Co., Ltd. to Report Q1, 2026 Results on Jul 23, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025
분석 기사 • May 09A Look At The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥6,937 based on 2 Stage Free Cash Flow to...
Reported Earnings • Apr 23Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024)Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 13% per year whereas the company’s share price has increased by 12% per year.
공시 • Apr 22OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025.
분석 기사 • Apr 15Should You Be Adding OBIC Business Consultants (TSE:4733) To Your Watchlist Today?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 • Mar 27OBIC Business Consultants Co., Ltd.'s (TSE:4733) Shareholders Might Be Looking For ExitWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider OBIC...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
공시 • Mar 15OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025
분석 기사 • Feb 16We Like These Underlying Return On Capital Trends At OBIC Business Consultants (TSE:4733)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Jan 31Shareholders Can Be Confident That OBIC Business Consultants' (TSE:4733) Earnings Are High QualityOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) strong earnings report was rewarded with a positive stock price...
Reported Earnings • Jan 27Third quarter 2025 earnings released: EPS: JP¥54.41 (vs JP¥47.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥54.41 (up from JP¥47.17 in 3Q 2024). Revenue: JP¥12.0b (up 9.9% from 3Q 2024). Net income: JP¥4.09b (up 15% from 3Q 2024). Profit margin: 34% (up from 32% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 23A Look At The Fair Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,542 With...
공시 • Dec 19OBIC Business Consultants Co., Ltd. to Report Q3, 2025 Results on Jan 24, 2025OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2025 results on Jan 24, 2025
분석 기사 • Dec 18Here's Why We Think OBIC Business Consultants (TSE:4733) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Dec 03Investor Optimism Abounds OBIC Business Consultants Co., Ltd. (TSE:4733) But Growth Is LackingOBIC Business Consultants Co., Ltd.'s ( TSE:4733 ) price-to-earnings (or "P/E") ratio of 35.3x might make it look like...
Reported Earnings • Oct 31Second quarter 2025 earnings released: EPS: JP¥48.89 (vs JP¥44.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥48.89 (up from JP¥44.34 in 2Q 2024). Revenue: JP¥11.5b (up 11% from 2Q 2024). Net income: JP¥3.68b (up 10% from 2Q 2024). Profit margin: 32% (in line with 2Q 2024). Revenue is forecast to grow 9.0% 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 10% per year whereas the company’s share price has increased by 8% per year.
분석 기사 • Oct 21Estimating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights Using the 2 Stage Free Cash Flow to Equity, OBIC Business Consultants fair value estimate is JP¥7,930...
분석 기사 • Oct 05The Returns At OBIC Business Consultants (TSE:4733) Aren't GrowingThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
공시 • Sep 21OBIC Business Consultants Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.2%).
분석 기사 • Sep 19If EPS Growth Is Important To You, OBIC Business Consultants (TSE:4733) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Sep 03Subdued Growth No Barrier To OBIC Business Consultants Co., Ltd. (TSE:4733) With Shares Advancing 28%OBIC Business Consultants Co., Ltd. ( TSE:4733 ) shareholders would be excited to see that the share price has had a...
Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: JP¥52.64 (vs JP¥36.85 in 1Q 2024)First quarter 2025 results: EPS: JP¥52.64 (up from JP¥36.85 in 1Q 2024). Revenue: JP¥11.2b (up 23% from 1Q 2024). Net income: JP¥3.96b (up 43% from 1Q 2024). Profit margin: 35% (up from 30% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% 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 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Part-Time Outside Auditor Tomonori Anan was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
분석 기사 • Jun 27Returns On Capital At OBIC Business Consultants (TSE:4733) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
공시 • Jun 26OBIC Business Consultants Co., Ltd. to Report Q1, 2025 Results on Jul 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2025 results on Jul 24, 2024
분석 기사 • Jun 12Do OBIC Business Consultants' (TSE:4733) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • May 10Calculating The Intrinsic Value Of OBIC Business Consultants Co., Ltd. (TSE:4733)Key Insights The projected fair value for OBIC Business Consultants is JP¥7,434 based on 2 Stage Free Cash Flow to...
공시 • Apr 26OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024.
Reported Earnings • Apr 24Full year 2024 earnings released: EPS: JP¥184 (vs JP¥147 in FY 2023)Full year 2024 results: EPS: JP¥184 (up from JP¥147 in FY 2023). Revenue: JP¥42.0b (up 25% from FY 2023). Net income: JP¥13.8b (up 26% from FY 2023). Profit margin: 33% (in line with FY 2023). Revenue is forecast to grow 9.5% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Mar 27OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%).
분석 기사 • Mar 18OBIC Business Consultants (TSE:4733) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 • Feb 29Do OBIC Business Consultants' (TSE:4733) 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...
Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥47.17 (vs JP¥32.23 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.17 (up from JP¥32.23 in 3Q 2023). Revenue: JP¥10.9b (up 29% from 3Q 2023). Net income: JP¥3.55b (up 46% from 3Q 2023). Profit margin: 32% (up from 29% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% 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 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Dec 20OBIC Business Consultants Co., Ltd. to Report Q3, 2024 Results on Jan 24, 2024OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2024 results on Jan 24, 2024
Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: JP¥44.34 (vs JP¥32.57 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.34 (up from JP¥32.57 in 2Q 2023). Revenue: JP¥10.3b (up 31% from 2Q 2023). Net income: JP¥3.33b (up 36% from 2Q 2023). Profit margin: 32% (up from 31% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Sep 24OBIC Business Consultants Co., Ltd. to Report Q2, 2024 Results on Oct 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%).
Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: JP¥36.85 (vs JP¥35.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.85 (up from JP¥35.92 in 1Q 2023). Revenue: JP¥9.14b (up 9.6% from 1Q 2023). Net income: JP¥2.77b (up 2.6% from 1Q 2023). Profit margin: 30% (down from 32% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% 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 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2024 Results on Jul 25, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: JP¥147 (vs JP¥157 in FY 2022)Full year 2023 results: EPS: JP¥147 (down from JP¥157 in FY 2022). Revenue: JP¥33.7b (down 3.0% from FY 2022). Net income: JP¥11.0b (down 6.6% from FY 2022). Profit margin: 33% (down from 34% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥32.23 (vs JP¥40.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.23 (down from JP¥40.46 in 3Q 2022). Revenue: JP¥8.46b (down 7.8% from 3Q 2022). Net income: JP¥2.42b (down 20% from 3Q 2022). Profit margin: 29% (down from 33% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Dec 24OBIC Business Consultants Co., Ltd. to Report Q3, 2023 Results on Jan 24, 2023OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2023 results on Jan 24, 2023
Buying Opportunity • Oct 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥5,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 11%.
Reported Earnings • Oct 27Second quarter 2023 earnings released: EPS: JP¥32.57 (vs JP¥37.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.57 (down from JP¥37.89 in 2Q 2022). Revenue: JP¥7.88b (down 8.1% from 2Q 2022). Net income: JP¥2.45b (down 14% from 2Q 2022). Profit margin: 31% (down from 33% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Sep 28OBIC Business Consultants Co., Ltd. to Report Q2, 2023 Results on Oct 25, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. The company last paid an ordinary dividend in October 2011. The average dividend yield among industry peers is 1.8%.
Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥5,809, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%.
Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 6.1%. The fair value is estimated to be JP¥5,830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%.
Reported Earnings • Jul 22First quarter 2023 earnings released: EPS: JP¥35.92 (vs JP¥31.50 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.92 (up from JP¥31.50 in 1Q 2022). Revenue: JP¥8.34b (up 8.5% from 1Q 2022). Net income: JP¥2.70b (up 14% from 1Q 2022). Profit margin: 32% (up from 31% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 2.6% over the past three years.
공시 • Jun 22OBIC Business Consultants Co., Ltd. to Report Q1, 2023 Results on Jul 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2023 results on Jul 21, 2022
Buying Opportunity • Jun 14Now 21% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be JP¥5,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.
Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be JP¥5,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%.
Reported Earnings • Apr 27Full year 2022 earnings released: EPS: JP¥157 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥157 (up from JP¥129 in FY 2021). Revenue: JP¥34.8b (up 19% from FY 2021). Net income: JP¥11.8b (up 22% from FY 2021). Profit margin: 34% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.
공시 • Apr 23OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022.
공시 • Apr 08OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2022 Results on Apr 21, 2022OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2022 results on Apr 21, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 22 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Jan 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥40.46 (up from JP¥28.76 in 3Q 2021). Revenue: JP¥9.18b (up 24% from 3Q 2021). Net income: JP¥3.04b (up 41% from 3Q 2021). Profit margin: 33% (up from 29% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Price Target Changed • Jan 15Price target decreased to JP¥6,650Down from JP¥7,157, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥4,435. Stock is down 36% over the past year. The company posted earnings per share of JP¥129 last year.
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥37.89 (vs JP¥31.78 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥8.58b (up 19% from 2Q 2021). Net income: JP¥2.85b (up 19% from 2Q 2021). Profit margin: 33% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Inaugural dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 24 November 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.3%.
Reported Earnings • Jul 23First quarter 2022 earnings released: EPS JP¥31.50 (vs JP¥24.92 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.69b (up 17% from 1Q 2021). Net income: JP¥2.37b (up 26% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 24Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Inaugural dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 23 June 2021. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.3%.
Is New 90 Day High Low • Feb 17New 90-day low: JP¥6,380The company is down 7.0% from its price of JP¥6,850 on 19 November 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 9.0% over the same period.
Reported Earnings • Feb 09Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥28.76 (vs JP¥25.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
공시 • Dec 26OBIC Business Consultants Co., Ltd. to Report Q3, 2021 Results on Jan 26, 2021OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2021 results on Jan 26, 2021
Price Target Changed • Dec 01Price target raised to JP¥6,466Up from JP¥5,677, the current price target is provided by 1 analyst. The new target price is 12% below the current share price of JP¥7,350. As of last close, the stock is up 50% over the past year.
공시 • Oct 01OBIC Business Consultants Co., Ltd. to Report Q2, 2021 Results on Oct 26, 2020OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2021 results on Oct 26, 2020
공시 • Jun 29OBIC Business Consultants Co., Ltd. to Report Q1, 2021 Results on Jul 22, 2020OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2021 results on Jul 22, 2020
