View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsITOCHU Techno-Solutions 향후 성장Future 기준 점검 3/6ITOCHU Techno-Solutions (는) 각각 연간 10.8% 및 6.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.6% 로 예상됩니다.핵심 정보10.8%이익 성장률10.82%EPS 성장률IT 이익 성장11.1%매출 성장률6.4%향후 자기자본이익률13.64%애널리스트 커버리지Low마지막 업데이트05 Dec 2023최근 향후 성장 업데이트Price Target Changed • Aug 08Price target increased by 7.5% to JP¥3,921Up from JP¥3,649, the current price target is an average from 12 analysts. New target price is 9.4% below last closing price of JP¥4,329. The company is forecast to post earnings per share of JP¥169 for next year compared to JP¥148 last year.모든 업데이트 보기Recent updates공시 • Dec 07ITOCHU Techno-Solutions Corporation Ordinary Shares to Be Deleted from OTC EquityITOCHU Techno-Solutions Corporation Ordinary Shares will be deleted from OTC Equity effective December 06, 2023, due to CUSIP Suspended.공시 • Dec 01ITOCHU Techno-Solutions Corporation(TSE:4739) dropped from FTSE All-World Index (USD)ITOCHU Techno-Solutions Corporation(TSE:4739) dropped from FTSE All-World Index (USD)공시 • Nov 15ITOCHU Techno-Solutions Corporation to Delist from Prime Section of Tokyo Stock ExchangeITOCHU Techno-Solutions Corporation will be delisted from prime section of Tokyo Stock Exchange effective from December 01, 2023. Delisting is due to Reverse stock split.Reported Earnings • Nov 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥36.71 (up from JP¥33.12 in 2Q 2023). Revenue: JP¥142.2b (up 3.3% from 2Q 2023). Net income: JP¥8.48b (up 11% from 2Q 2023). Profit margin: 6.0% (up from 5.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. 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 4% per year.공시 • Sep 28ITOCHU Techno-Solutions Corporation to Report Q2, 2024 Results on Nov 01, 2023ITOCHU Techno-Solutions Corporation announced that they will report Q2, 2024 results on Nov 01, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥43.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 80%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).Price Target Changed • Aug 08Price target increased by 7.5% to JP¥3,921Up from JP¥3,649, the current price target is an average from 12 analysts. New target price is 9.4% below last closing price of JP¥4,329. The company is forecast to post earnings per share of JP¥169 for next year compared to JP¥148 last year.공시 • Aug 04ITOCHU Corporation (TSE:8001) made an offer to acquire remaining 38.76% stake in ITOCHU Techno-Solutions Corporation (TSE:4739) for an offer per share of JPY 4,325.ITOCHU Corporation (TSE:8001) made an offer to acquire remaining 38.76% stake in ITOCHU Techno-Solutions Corporation (TSE:4739) for an offer per share of JPY 4,325 on August 2, 2023. The offer will expire on September 14, 2023 and is subject to minimum shares tendered.Reported Earnings • Aug 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥27.58 (up from JP¥18.62 in 1Q 2023). Revenue: JP¥132.4b (up 13% from 1Q 2023). Net income: JP¥6.37b (up 48% from 1Q 2023). Profit margin: 4.8% (up from 3.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. 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 • Aug 03ITOCHU Techno-Solutions Corporation Announces Not to Pay an Interim Dividend and a Year-End Dividend for the Fiscal Year Ending March 31, 2024ITOCHU Techno-Solutions Corporation announced that it resolved at the meeting of its board of directors held on August 2, 2023 to revise its dividend forecasts, released on April 28, 2023, for the fiscal year ending March 31, 2024, and not to pay an interim dividend and a year-end dividend for that fiscal year on the condition that the tender offer (the "Tender Offer") for the common shares of the Company (the "Company Shares") by Digital Value Chain Partners, GK, which is wholly owned by ITOCHU Corporation, which is a controlling shareholder (parent company) of the Company, (the "Tender Offeror") described in the "Announcement of Opinion in Support of the Tender Offer for the Company Shares by Digital Value Chain Partners. GK, a Subsidiary of ITOCHU Corporation, the Parent Company and Recommendation for its Shareholders to Tender their Shares in the Tender Offer" (the "Company's Press Release") separately released on August 2, 2023 is successfully completed. The company previously forecasted interim dividend of JPY 43.00 per share and year-end dividend of JPY 43.00 per share.공시 • Jul 07ITOCHU Techno-Solutions Corporation to Report Q1, 2024 Results on Aug 02, 2023ITOCHU Techno-Solutions Corporation announced that they will report Q1, 2024 results on Aug 02, 2023Reported Earnings • Jun 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥148 (down from JP¥153 in FY 2022). Revenue: JP¥570.9b (up 9.3% from FY 2022). Net income: JP¥34.2b (down 3.3% from FY 2022). Profit margin: 6.0% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥148 (down from JP¥153 in FY 2022). Revenue: JP¥570.9b (up 9.3% from FY 2022). Net income: JP¥34.2b (down 3.3% from FY 2022). Profit margin: 6.0% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% 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¥40.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 62% and the cash payout ratio is 90%. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).공시 • Feb 02Itochu Techno-Solutions Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ITOCHU Techno-Solutions Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend of JPY 40.5 per share against JPY 50 per share a year ago.Reported Earnings • Feb 02Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥31.54 (down from JP¥45.90 in 3Q 2022). Revenue: JP¥144.5b (up 15% from 3Q 2022). Net income: JP¥7.29b (down 31% from 3Q 2022). Profit margin: 5.0% (down from 8.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Dec 26ITOCHU Techno-Solutions Corporation to Report Q3, 2023 Results on Feb 01, 2023ITOCHU Techno-Solutions Corporation announced that they will report Q3, 2023 results on Feb 01, 2023Reported Earnings • Nov 16Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥33.12 (down from JP¥37.47 in 2Q 2022). Revenue: JP¥137.7b (up 10% from 2Q 2022). Net income: JP¥7.65b (down 12% from 2Q 2022). Profit margin: 5.6% (down from 6.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 03Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥33.12 (down from JP¥37.47 in 2Q 2022). Revenue: JP¥137.7b (up 10% from 2Q 2022). Net income: JP¥7.65b (down 12% from 2Q 2022). Profit margin: 5.6% (down from 6.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be JP¥4,280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 51% 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 (1.7%).Reported Earnings • Aug 05First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: JP¥18.62 (down from JP¥23.35 in 1Q 2022). Revenue: JP¥116.8b (up 7.6% from 1Q 2022). Net income: JP¥4.30b (down 20% from 1Q 2022). Profit margin: 3.7% (down from 5.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 6.1%, compared to a 11% growth forecast for the 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 only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Jul 31High number of new directorsIndependent Outside Director Yasuhiro Ikeda was the last director to join the board, commencing their role in 2022.Reported Earnings • Jun 22Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥153 (up from JP¥132 in FY 2021). Revenue: JP¥522.4b (up 8.9% from FY 2021). Net income: JP¥35.4b (up 16% from FY 2021). Profit margin: 6.8% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 6.2%, compared to a 11% growth forecast for the 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 only increased by 5% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥4,015, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.Buying Opportunity • May 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be JP¥3,827, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.Reported Earnings • Apr 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥153 (up from JP¥132 in FY 2021). Revenue: JP¥522.4b (up 8.9% from FY 2021). Net income: JP¥35.4b (up 16% from FY 2021). Profit margin: 6.8% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 5.8%, compared to a 7.4% growth forecast for the 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 only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Outside Audit & Supervisory Board Member Toshiaki Tada is the most experienced director on the board, commencing their role in 2012. Independent Outside Director Naoko Iwasaki was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Buying Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥3,843, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 18 June 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Buying Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥3,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be JP¥3,731, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥45.90 (up from JP¥28.73 in 3Q 2021). Revenue: JP¥125.6b (up 8.4% from 3Q 2021). Net income: JP¥10.6b (up 60% from 3Q 2021). Profit margin: 8.4% (up from 5.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 36%. Over the next year, revenue is forecast to grow 7.4%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 10.0%. The fair value is estimated to be JP¥4,188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years.Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥37.47 (vs JP¥22.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥124.9b (up 13% from 2Q 2021). Net income: JP¥8.66b (up 69% from 2Q 2021). Profit margin: 6.9% (up from 4.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥23.35 (vs JP¥17.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥108.6b (up 4.3% from 1Q 2021). Net income: JP¥5.40b (up 32% from 1Q 2021). Profit margin: 5.0% (up from 3.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 23Full year 2021 earnings released: EPS JP¥132 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥479.9b (down 1.5% from FY 2020). Net income: JP¥30.5b (up 7.2% from FY 2020). Profit margin: 6.4% (up from 5.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥132 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥479.9b (down 1.5% from FY 2020). Net income: JP¥30.5b (up 7.2% from FY 2020). Profit margin: 6.4% (up from 5.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).Is New 90 Day High Low • Feb 20New 90-day low: JP¥3,465The company is down 6.0% from its price of JP¥3,670 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,608 per share.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥28.74 (vs JP¥27.15 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥115.8b (down 1.0% from 3Q 2020). Net income: JP¥6.64b (up 5.9% from 3Q 2020). Profit margin: 5.7% (up from 5.4% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 02Revenue and earnings miss expectationsRevenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 6.7%, compared to a 8.4% growth forecast for the IT industry in Japan.이익 및 매출 성장 예측TSE:4739 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2026698,13348,917N/AN/A23/31/2025643,13742,77058,80065,80043/31/2024609,47138,7499,50016,50049/30/2023591,12637,10712,90019,369N/A6/30/2023586,60036,27823,27429,518N/A3/31/2023570,93434,20826,21631,791N/A12/31/2022562,30629,95923,26927,972N/A9/30/2022543,33633,27634,30139,844N/A6/30/2022530,57134,28140,31148,364N/A3/31/2022522,35635,37325,76236,061N/A12/31/2021508,02939,27829,89140,691N/A9/30/2021498,29235,31225,07935,455N/A6/30/2021484,36731,78926,96334,573N/A3/31/2021479,87830,48631,57837,266N/A12/31/2020490,53728,15340,22546,283N/A9/30/2020491,68227,78636,56743,340N/A6/30/2020494,12029,29731,82338,990N/A3/31/2020487,01828,45143,12950,103N/A12/31/2019479,31228,44920,25227,027N/A9/30/2019470,19227,17118,32423,572N/A6/30/2019457,95625,59517,20821,927N/A3/31/2019451,95724,61615,72920,622N/A12/31/2018434,92723,58717,08821,616N/A9/30/2018431,48222,81517,55322,716N/A6/30/2018434,54523,78121,92126,687N/A3/31/2018429,62523,5816,51711,014N/A12/31/2017430,62224,23819,76624,779N/A9/30/2017422,32524,05214,75020,630N/A6/30/2017411,50422,682N/A19,881N/A3/31/2017407,84921,861N/A25,203N/A12/31/2016411,78921,711N/A24,575N/A9/30/2016402,19320,143N/A31,500N/A6/30/2016397,07618,072N/A31,481N/A3/31/2016391,60618,018N/A21,856N/A12/31/2015377,85814,075N/A18,416N/A9/30/2015386,04216,208N/A18,718N/A6/30/2015384,79717,876N/A14,803N/A3/31/2015381,93917,406N/A25,830N/A12/31/2014380,66118,576N/A17,578N/A9/30/2014362,75915,980N/A10,323N/A6/30/2014358,27715,099N/A16,422N/A3/31/2014349,45414,096N/A6,414N/A12/31/2013327,18112,717N/A14,785N/A9/30/2013323,99213,581N/A11,058N/A6/30/2013322,07214,491N/A11,491N/A3/31/2013322,47516,025N/A9,692N/A12/31/2012314,35314,235N/A14,177N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4739 의 연간 예상 수익 증가율(10.8%)이 saving rate(0.1%)보다 높습니다.수익 vs 시장: 4739 의 연간 수익(10.8%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 4739 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 4739 의 수익(연간 6.4%)이 JP 시장(연간 5.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 4739 의 수익(연간 6.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4739의 자본 수익률은 3년 후 13.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/12/06 21:17종가2023/11/30 00:00수익2023/09/30연간 수익2023/03/31데이터 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 소스ITOCHU Techno-Solutions Corporation는 18명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuki KanekoBofA Global ResearchMitsunobu TsuruoCitigroup Incnull nullCLSA15명의 분석가 더 보기
Price Target Changed • Aug 08Price target increased by 7.5% to JP¥3,921Up from JP¥3,649, the current price target is an average from 12 analysts. New target price is 9.4% below last closing price of JP¥4,329. The company is forecast to post earnings per share of JP¥169 for next year compared to JP¥148 last year.
공시 • Dec 07ITOCHU Techno-Solutions Corporation Ordinary Shares to Be Deleted from OTC EquityITOCHU Techno-Solutions Corporation Ordinary Shares will be deleted from OTC Equity effective December 06, 2023, due to CUSIP Suspended.
공시 • Dec 01ITOCHU Techno-Solutions Corporation(TSE:4739) dropped from FTSE All-World Index (USD)ITOCHU Techno-Solutions Corporation(TSE:4739) dropped from FTSE All-World Index (USD)
공시 • Nov 15ITOCHU Techno-Solutions Corporation to Delist from Prime Section of Tokyo Stock ExchangeITOCHU Techno-Solutions Corporation will be delisted from prime section of Tokyo Stock Exchange effective from December 01, 2023. Delisting is due to Reverse stock split.
Reported Earnings • Nov 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥36.71 (up from JP¥33.12 in 2Q 2023). Revenue: JP¥142.2b (up 3.3% from 2Q 2023). Net income: JP¥8.48b (up 11% from 2Q 2023). Profit margin: 6.0% (up from 5.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in Japan. 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 4% per year.
공시 • Sep 28ITOCHU Techno-Solutions Corporation to Report Q2, 2024 Results on Nov 01, 2023ITOCHU Techno-Solutions Corporation announced that they will report Q2, 2024 results on Nov 01, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥43.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 80%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.5%).
Price Target Changed • Aug 08Price target increased by 7.5% to JP¥3,921Up from JP¥3,649, the current price target is an average from 12 analysts. New target price is 9.4% below last closing price of JP¥4,329. The company is forecast to post earnings per share of JP¥169 for next year compared to JP¥148 last year.
공시 • Aug 04ITOCHU Corporation (TSE:8001) made an offer to acquire remaining 38.76% stake in ITOCHU Techno-Solutions Corporation (TSE:4739) for an offer per share of JPY 4,325.ITOCHU Corporation (TSE:8001) made an offer to acquire remaining 38.76% stake in ITOCHU Techno-Solutions Corporation (TSE:4739) for an offer per share of JPY 4,325 on August 2, 2023. The offer will expire on September 14, 2023 and is subject to minimum shares tendered.
Reported Earnings • Aug 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥27.58 (up from JP¥18.62 in 1Q 2023). Revenue: JP¥132.4b (up 13% from 1Q 2023). Net income: JP¥6.37b (up 48% from 1Q 2023). Profit margin: 4.8% (up from 3.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. 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 • Aug 03ITOCHU Techno-Solutions Corporation Announces Not to Pay an Interim Dividend and a Year-End Dividend for the Fiscal Year Ending March 31, 2024ITOCHU Techno-Solutions Corporation announced that it resolved at the meeting of its board of directors held on August 2, 2023 to revise its dividend forecasts, released on April 28, 2023, for the fiscal year ending March 31, 2024, and not to pay an interim dividend and a year-end dividend for that fiscal year on the condition that the tender offer (the "Tender Offer") for the common shares of the Company (the "Company Shares") by Digital Value Chain Partners, GK, which is wholly owned by ITOCHU Corporation, which is a controlling shareholder (parent company) of the Company, (the "Tender Offeror") described in the "Announcement of Opinion in Support of the Tender Offer for the Company Shares by Digital Value Chain Partners. GK, a Subsidiary of ITOCHU Corporation, the Parent Company and Recommendation for its Shareholders to Tender their Shares in the Tender Offer" (the "Company's Press Release") separately released on August 2, 2023 is successfully completed. The company previously forecasted interim dividend of JPY 43.00 per share and year-end dividend of JPY 43.00 per share.
공시 • Jul 07ITOCHU Techno-Solutions Corporation to Report Q1, 2024 Results on Aug 02, 2023ITOCHU Techno-Solutions Corporation announced that they will report Q1, 2024 results on Aug 02, 2023
Reported Earnings • Jun 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥148 (down from JP¥153 in FY 2022). Revenue: JP¥570.9b (up 9.3% from FY 2022). Net income: JP¥34.2b (down 3.3% from FY 2022). Profit margin: 6.0% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥148 (down from JP¥153 in FY 2022). Revenue: JP¥570.9b (up 9.3% from FY 2022). Net income: JP¥34.2b (down 3.3% from FY 2022). Profit margin: 6.0% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% 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¥40.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 62% and the cash payout ratio is 90%. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
공시 • Feb 02Itochu Techno-Solutions Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ITOCHU Techno-Solutions Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend of JPY 40.5 per share against JPY 50 per share a year ago.
Reported Earnings • Feb 02Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥31.54 (down from JP¥45.90 in 3Q 2022). Revenue: JP¥144.5b (up 15% from 3Q 2022). Net income: JP¥7.29b (down 31% from 3Q 2022). Profit margin: 5.0% (down from 8.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Dec 26ITOCHU Techno-Solutions Corporation to Report Q3, 2023 Results on Feb 01, 2023ITOCHU Techno-Solutions Corporation announced that they will report Q3, 2023 results on Feb 01, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥33.12 (down from JP¥37.47 in 2Q 2022). Revenue: JP¥137.7b (up 10% from 2Q 2022). Net income: JP¥7.65b (down 12% from 2Q 2022). Profit margin: 5.6% (down from 6.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 03Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥33.12 (down from JP¥37.47 in 2Q 2022). Revenue: JP¥137.7b (up 10% from 2Q 2022). Net income: JP¥7.65b (down 12% from 2Q 2022). Profit margin: 5.6% (down from 6.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be JP¥4,280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 51% 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 (1.7%).
Reported Earnings • Aug 05First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: EPS: JP¥18.62 (down from JP¥23.35 in 1Q 2022). Revenue: JP¥116.8b (up 7.6% from 1Q 2022). Net income: JP¥4.30b (down 20% from 1Q 2022). Profit margin: 3.7% (down from 5.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 6.1%, compared to a 11% growth forecast for the 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 only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 31High number of new directorsIndependent Outside Director Yasuhiro Ikeda was the last director to join the board, commencing their role in 2022.
Reported Earnings • Jun 22Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥153 (up from JP¥132 in FY 2021). Revenue: JP¥522.4b (up 8.9% from FY 2021). Net income: JP¥35.4b (up 16% from FY 2021). Profit margin: 6.8% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 6.2%, compared to a 11% growth forecast for the 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 only increased by 5% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥4,015, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.
Buying Opportunity • May 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be JP¥3,827, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.
Reported Earnings • Apr 30Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥153 (up from JP¥132 in FY 2021). Revenue: JP¥522.4b (up 8.9% from FY 2021). Net income: JP¥35.4b (up 16% from FY 2021). Profit margin: 6.8% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 5.8%, compared to a 7.4% growth forecast for the 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 only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Outside Audit & Supervisory Board Member Toshiaki Tada is the most experienced director on the board, commencing their role in 2012. Independent Outside Director Naoko Iwasaki was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Apr 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥3,843, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 18 June 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Buying Opportunity • Mar 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be JP¥3,740, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.
Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be JP¥3,731, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% per annum over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥45.90 (up from JP¥28.73 in 3Q 2021). Revenue: JP¥125.6b (up 8.4% from 3Q 2021). Net income: JP¥10.6b (up 60% from 3Q 2021). Profit margin: 8.4% (up from 5.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 36%. Over the next year, revenue is forecast to grow 7.4%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 10.0%. The fair value is estimated to be JP¥4,188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% per annum over the last 3 years. Earnings per share has grown by 12% per annum over the last 3 years.
Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥37.47 (vs JP¥22.23 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥124.9b (up 13% from 2Q 2021). Net income: JP¥8.66b (up 69% from 2Q 2021). Profit margin: 6.9% (up from 4.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥23.35 (vs JP¥17.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥108.6b (up 4.3% from 1Q 2021). Net income: JP¥5.40b (up 32% from 1Q 2021). Profit margin: 5.0% (up from 3.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 23Full year 2021 earnings released: EPS JP¥132 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥479.9b (down 1.5% from FY 2020). Net income: JP¥30.5b (up 7.2% from FY 2020). Profit margin: 6.4% (up from 5.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥132 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥479.9b (down 1.5% from FY 2020). Net income: JP¥30.5b (up 7.2% from FY 2020). Profit margin: 6.4% (up from 5.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%).
Is New 90 Day High Low • Feb 20New 90-day low: JP¥3,465The company is down 6.0% from its price of JP¥3,670 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,608 per share.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥28.74 (vs JP¥27.15 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥115.8b (down 1.0% from 3Q 2020). Net income: JP¥6.64b (up 5.9% from 3Q 2020). Profit margin: 5.7% (up from 5.4% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue and earnings miss expectationsRevenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Over the next year, revenue is forecast to grow 6.7%, compared to a 8.4% growth forecast for the IT industry in Japan.