View ValuationDentsu Soken 향후 성장Future 기준 점검 3/6Dentsu Soken (는) 각각 연간 13.5% 및 8.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.9% 로 예상됩니다.핵심 정보13.5%이익 성장률13.50%EPS 성장률IT 이익 성장11.9%매출 성장률8.7%향후 자기자본이익률17.94%애널리스트 커버리지Low마지막 업데이트29 Jul 2026최근 향후 성장 업데이트분석 기사 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported And Analysts Have Been Lifting Their Price TargetsDentsu Soken Inc. ( TSE:4812 ) came out with its interim results last week, and we wanted to see how the business is...Price Target Changed • Jul 03Price target increased by 8.7% to JP¥2,500Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is 8.0% below last closing price of JP¥2,718. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥94.65 for next year compared to JP¥83.83 last year.분석 기사 • Apr 30Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter ResultsLast week saw the newest quarterly earnings release from Dentsu Soken Inc. ( TSE:4812 ), an important milestone in the...Price Target Changed • Apr 21Price target decreased by 9.2% to JP¥2,150Down from JP¥2,367, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,206. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥92.97 for next year compared to JP¥83.83 last year.Price Target Changed • Nov 27Price target increased by 7.8% to JP¥7,833Up from JP¥7,267, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,900. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥255 for next year compared to JP¥232 last year.분석 기사 • Nov 01Dentsu Soken Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 9.8% to close at JP¥7,640 following the...모든 업데이트 보기Recent updates분석 기사 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported And Analysts Have Been Lifting Their Price TargetsDentsu Soken Inc. ( TSE:4812 ) came out with its interim results last week, and we wanted to see how the business is...Reported Earnings • Jul 30Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥21.72 (up from JP¥18.31 in 2Q 2025). Revenue: JP¥44.8b (up 12% from 2Q 2025). Net income: JP¥4.24b (up 19% from 2Q 2025). Profit margin: 9.5% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT 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 increased by 15% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jul 29+ 1 more updateDentsu Soken Inc. Provides Dividend Guidance for the Year Ending December 31, 2026Dentsu Soken Inc. provided dividend guidance for the year ending December 31, 2026. For the year, the company expects to pay year end dividend of JPY 22.50 per share against JPY 62.00 per share(before stock split) paid a year ago. Effective January 1, 2026, the company conducted a 3-for-1 stock split of common stock. "Cash dividends" for the year ended December 31, 2025, are the actual amount of dividends prior to the stock split.New Risk • Jul 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% 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. This is currently the only risk that has been identified for the company.Price Target Changed • Jul 03Price target increased by 8.7% to JP¥2,500Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is 8.0% below last closing price of JP¥2,718. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥94.65 for next year compared to JP¥83.83 last year.Buy Or Sell Opportunity • Jul 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥2,376. The fair value is estimated to be JP¥1,974, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 8.7%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.공고 • Jun 27Dentsu Soken Inc. to Report Q2, 2026 Results on Jul 29, 2026Dentsu Soken Inc. announced that they will report Q2, 2026 results on Jul 29, 2026Upcoming Dividend • Jun 22Upcoming dividend of JP¥22.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 01 September 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (2.0%).Board Change • May 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer of Business Management & Director Makoto Senoo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Apr 30Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter ResultsLast week saw the newest quarterly earnings release from Dentsu Soken Inc. ( TSE:4812 ), an important milestone in the...Reported Earnings • Apr 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥23.81 (up from JP¥21.05 in 1Q 2025). Revenue: JP¥43.8b (up 8.9% from 1Q 2025). Net income: JP¥4.65b (up 13% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Price Target Changed • Apr 21Price target decreased by 9.2% to JP¥2,150Down from JP¥2,367, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,206. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥92.97 for next year compared to JP¥83.83 last year.Declared Dividend • Apr 11Final dividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.공고 • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026Board Change • Mar 03High number of new directorsOutside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025.공고 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.공고 • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026Price Target Changed • Nov 27Price target increased by 7.8% to JP¥7,833Up from JP¥7,267, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,900. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥255 for next year compared to JP¥232 last year.분석 기사 • Nov 21Are Dentsu Soken Inc. (TSE:4812) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Dentsu Soken is JP¥6,184 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Nov 01Dentsu Soken Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 9.8% to close at JP¥7,640 following the...Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥61.97 (up from JP¥43.43 in 3Q 2024). Revenue: JP¥40.9b (up 7.7% from 3Q 2024). Net income: JP¥4.03b (up 43% from 3Q 2024). Profit margin: 9.9% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Oct 27Dentsu Soken Inc.'s (TSE:4812) Share Price Not Quite Adding UpDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 29.7x might make it look like a strong sell...Buy Or Sell Opportunity • Oct 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥6,960. The fair value is estimated to be JP¥5,785, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 9.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.Price Target Changed • Sep 17Price target increased by 7.7% to JP¥7,267Up from JP¥6,750, the current price target is an average from 3 analysts. New target price is 11% above last closing price of JP¥6,550. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥252 for next year compared to JP¥232 last year.분석 기사 • Sep 02Dentsu Soken's (TSE:4812) Dividend Will Be ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will pay a dividend of ¥58.00 on the 25th of March. This takes the dividend yield to...Declared Dividend • Sep 02First half dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 29th December 2025 Payment date: 25th March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Aug 19Does This Valuation Of Dentsu Soken Inc. (TSE:4812) Imply Investors Are Overpaying?Key Insights The projected fair value for Dentsu Soken is JP¥5,097 based on 2 Stage Free Cash Flow to Equity Dentsu...공고 • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025분석 기사 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Dentsu Soken Inc. ( TSE:4812 ) shareholders, because the company has just released its latest...Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥48.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥54.92 (up from JP¥48.10 in 2Q 2024). Revenue: JP¥40.0b (up 7.7% from 2Q 2024). Net income: JP¥3.58b (up 14% from 2Q 2024). Profit margin: 8.9% (up from 8.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.Buy Or Sell Opportunity • Jul 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥6,370. The fair value is estimated to be JP¥5,185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.Upcoming Dividend • Jun 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • Jun 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to JP¥6,700. The fair value is estimated to be JP¥5,555, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.분석 기사 • May 17Dentsu Soken (TSE:4812) Is Paying Out A Larger Dividend Than Last YearDentsu Soken Inc.'s ( TSE:4812 ) dividend will be increasing from last year's payment of the same period to ¥58.00 on...Buy Or Sell Opportunity • May 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥6,870. The fair value is estimated to be JP¥5,667, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,670, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,668 per share.분석 기사 • May 03Dentsu Soken (TSE:4812) Will Pay A Larger Dividend Than Last Year At ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will increase its dividend from last year's comparable payment on the 2nd of September...공고 • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025분석 기사 • May 02Dentsu Soken Inc. (TSE:4812) Just Released Its First-Quarter Earnings: Here's What Analysts ThinkShareholders might have noticed that Dentsu Soken Inc. ( TSE:4812 ) filed its first-quarter result this time last week...Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥63.14 (vs JP¥63.29 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.14 (down from JP¥63.29 in 1Q 2024). Revenue: JP¥40.2b (up 8.5% from 1Q 2024). Net income: JP¥4.11b (flat on 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 9.7% 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 11% per year whereas the company’s share price has increased by 14% per year.분석 기사 • Apr 11Dentsu Soken's (TSE:4812) Shareholders Will Receive A Bigger Dividend Than Last YearDentsu Soken Inc. ( TSE:4812 ) has announced that it will be increasing its dividend from last year's comparable...Declared Dividend • Apr 11Final dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Apr 08High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Apr 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to JP¥5,870. The fair value is estimated to be JP¥4,823, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.분석 기사 • Mar 31Dentsu Soken's (TSE:4812) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Dentsu Soken Inc. ( TSE:4812 ) despite the...Reported Earnings • Mar 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.공고 • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025Price Target Changed • Feb 26Price target increased by 11% to JP¥7,533Up from JP¥6,775, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥6,080. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥232 last year.분석 기사 • Feb 15Dentsu Soken Inc. Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 7.1% to close at JP¥6,650 following the...Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.공고 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.공고 • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.분석 기사 • Jan 28Estimating The Intrinsic Value Of Dentsu Soken Inc. (TSE:4812)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dentsu Soken fair value estimate is JP¥6,784 Dentsu Soken's...분석 기사 • Jan 09Earnings Tell The Story For Dentsu Soken Inc. (TSE:4812)Dentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 26.5x might make it look like a strong sell...Upcoming Dividend • Dec 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 25 March 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).공고 • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025분석 기사 • Nov 20Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Major Estimate Revision • Nov 20Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥156.1b to JP¥152.0b. EPS estimate also fell from JP¥251 per share to JP¥215 per share. Net income forecast to grow 14% next year vs 16% growth forecast for IT industry in Japan. Consensus price target down from JP¥6,867 to JP¥6,575. Share price fell 3.7% to JP¥5,250 over the past week.Reported Earnings • Nov 02Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 07Dentsu Soken Inc. (TSE:4812) Shares Could Be 23% Below Their Intrinsic Value EstimateKey Insights Dentsu Soken's estimated fair value is JP¥7,481 based on 2 Stage Free Cash Flow to Equity Current share...Buy Or Sell Opportunity • Aug 28Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥5,920. The fair value is estimated to be JP¥7,446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.분석 기사 • Aug 20Investors Interested In Dentsu Soken Inc.'s (TSE:4812) EarningsDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 25.9x might make it look like a strong sell...공고 • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024분석 기사 • Aug 02Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).분석 기사 • Jun 13Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...공고 • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024분석 기사 • May 23Dentsu Soken's (TSE:4812) Dividend Will Be ¥54.00Dentsu Soken Inc.'s ( TSE:4812 ) investors are due to receive a payment of ¥54.00 per share on 2nd of September. This...분석 기사 • May 09Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...Reported Earnings • Apr 28First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공고 • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.분석 기사 • Apr 25Dentsu Soken (TSE:4812) Is Due To Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...분석 기사 • Apr 11Dentsu Soken (TSE:4812) Has Announced A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 28Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 26Dentsu Soken (TSE:4812) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...공고 • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024분석 기사 • Mar 05A Look At The Fair Value Of Dentsu Soken Inc. (TSE:4812)Key Insights The projected fair value for Dentsu Soken is JP¥5,151 based on 2 Stage Free Cash Flow to Equity With...공고 • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.Reported Earnings • Feb 16Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공고 • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).공고 • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024Buying Opportunity • Dec 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥6,140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.공고 • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% 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 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be JP¥6,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Price Target Changed • Aug 09Price target increased by 7.1% to JP¥6,567Up from JP¥6,133, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥5,580. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥230 for next year compared to JP¥194 last year.공고 • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 01Second quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.공고 • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.Price Target Changed • Jul 14Price target increased by 9.5% to JP¥6,133Up from JP¥5,600, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥5,350. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥227 for next year compared to JP¥194 last year.Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).공고 • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 29Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan.이익 및 매출 성장 예측TSE:4812 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028216,00024,38222,33826,856312/31/2027202,25021,57020,54024,461212/31/2026184,24018,56618,75721,82036/30/2026173,27517,56917,77620,957N/A3/31/2026168,44116,904N/AN/AN/A12/31/2025164,86516,36516,33119,064N/A9/30/2025161,56216,759N/AN/AN/A6/30/2025158,64615,55316,27319,404N/A3/31/2025155,78715,108N/AN/AN/A12/31/2024152,64215,11720,54023,721N/A9/30/2024149,57213,899N/AN/AN/A6/30/2024146,99414,46516,69219,117N/A3/31/2024144,92814,944N/AN/AN/A12/31/2023142,60814,66310,66813,046N/A9/30/2023140,51313,862N/AN/AN/A6/30/2023137,44513,01615,23917,692N/A3/31/2023133,85112,402N/AN/AN/A12/31/2022129,05412,5989,02611,914N/A9/30/2022126,00912,096N/AN/AN/A6/30/2022119,25011,58012,69715,673N/A3/31/2022114,57210,456N/AN/AN/A12/31/2021112,0858,94414,54216,981N/A9/30/2021108,3817,766N/AN/AN/A6/30/2021107,9527,2428,43710,499N/A3/31/2021109,8087,823N/AN/AN/A12/31/2020108,6797,3628,0999,987N/A9/30/2020107,8987,084N/AN/AN/A6/30/2020106,5147,3268,0339,999N/A3/31/2020104,0106,543N/AN/AN/A12/31/2019100,6796,226N/A10,642N/A9/30/201999,3626,559N/AN/AN/A6/30/201997,1235,958N/A10,176N/A3/31/201992,8425,392N/AN/AN/A12/31/201891,0245,187N/A9,319N/A9/30/201888,8235,467N/AN/AN/A6/30/201885,9844,278N/A6,304N/A3/31/201884,7394,593N/AN/AN/A12/31/201783,4234,438N/A4,265N/A9/30/201781,2114,131N/AN/AN/A6/30/201780,7304,854N/A6,938N/A3/31/201779,5574,358N/AN/AN/A12/31/201679,7834,580N/A8,303N/A12/31/201581,2434,507N/A7,499N/A9/30/201580,2092,974N/A5,970N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4812 의 연간 예상 수익 증가율(13.5%)이 saving rate(0.9%)보다 높습니다.수익 vs 시장: 4812 의 연간 수익(13.5%)이 JP 시장(8.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 4812 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 4812 의 수익(연간 8.7%)이 JP 시장(연간 6.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 4812 의 수익(연간 8.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4812의 자본 수익률은 3년 후 17.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/20 18:15종가2026/08/20 00:00수익2026/06/30연간 수익2025/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Dentsu Soken Inc.는 11명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jay DefibaughCLSAnull nullCLSAHideo NodaCLSA8명의 분석가 더 보기
분석 기사 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported And Analysts Have Been Lifting Their Price TargetsDentsu Soken Inc. ( TSE:4812 ) came out with its interim results last week, and we wanted to see how the business is...
Price Target Changed • Jul 03Price target increased by 8.7% to JP¥2,500Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is 8.0% below last closing price of JP¥2,718. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥94.65 for next year compared to JP¥83.83 last year.
분석 기사 • Apr 30Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter ResultsLast week saw the newest quarterly earnings release from Dentsu Soken Inc. ( TSE:4812 ), an important milestone in the...
Price Target Changed • Apr 21Price target decreased by 9.2% to JP¥2,150Down from JP¥2,367, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,206. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥92.97 for next year compared to JP¥83.83 last year.
Price Target Changed • Nov 27Price target increased by 7.8% to JP¥7,833Up from JP¥7,267, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,900. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥255 for next year compared to JP¥232 last year.
분석 기사 • Nov 01Dentsu Soken Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 9.8% to close at JP¥7,640 following the...
분석 기사 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported And Analysts Have Been Lifting Their Price TargetsDentsu Soken Inc. ( TSE:4812 ) came out with its interim results last week, and we wanted to see how the business is...
Reported Earnings • Jul 30Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥21.72 (up from JP¥18.31 in 2Q 2025). Revenue: JP¥44.8b (up 12% from 2Q 2025). Net income: JP¥4.24b (up 19% from 2Q 2025). Profit margin: 9.5% (in line with 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT 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 increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jul 29+ 1 more updateDentsu Soken Inc. Provides Dividend Guidance for the Year Ending December 31, 2026Dentsu Soken Inc. provided dividend guidance for the year ending December 31, 2026. For the year, the company expects to pay year end dividend of JPY 22.50 per share against JPY 62.00 per share(before stock split) paid a year ago. Effective January 1, 2026, the company conducted a 3-for-1 stock split of common stock. "Cash dividends" for the year ended December 31, 2025, are the actual amount of dividends prior to the stock split.
New Risk • Jul 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% 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. This is currently the only risk that has been identified for the company.
Price Target Changed • Jul 03Price target increased by 8.7% to JP¥2,500Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is 8.0% below last closing price of JP¥2,718. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥94.65 for next year compared to JP¥83.83 last year.
Buy Or Sell Opportunity • Jul 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥2,376. The fair value is estimated to be JP¥1,974, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 8.7%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
공고 • Jun 27Dentsu Soken Inc. to Report Q2, 2026 Results on Jul 29, 2026Dentsu Soken Inc. announced that they will report Q2, 2026 results on Jul 29, 2026
Upcoming Dividend • Jun 22Upcoming dividend of JP¥22.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 01 September 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (2.0%).
Board Change • May 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer of Business Management & Director Makoto Senoo was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Apr 30Here's What Analysts Are Forecasting For Dentsu Soken Inc. (TSE:4812) After Its First-Quarter ResultsLast week saw the newest quarterly earnings release from Dentsu Soken Inc. ( TSE:4812 ), an important milestone in the...
Reported Earnings • Apr 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: JP¥23.81 (up from JP¥21.05 in 1Q 2025). Revenue: JP¥43.8b (up 8.9% from 1Q 2025). Net income: JP¥4.65b (up 13% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Price Target Changed • Apr 21Price target decreased by 9.2% to JP¥2,150Down from JP¥2,367, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,206. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥92.97 for next year compared to JP¥83.83 last year.
Declared Dividend • Apr 11Final dividend of JP¥22.50 announcedShareholders will receive a dividend of JP¥22.50. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 39% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
공고 • Mar 24Dentsu Soken Inc. to Report Q1, 2026 Results on Apr 28, 2026Dentsu Soken Inc. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Apr 28, 2026
Board Change • Mar 03High number of new directorsOutside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025.
공고 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026Dentsu Soken Inc., Annual General Meeting, Mar 23, 2026.
공고 • Dec 19Dentsu Soken Inc. to Report Fiscal Year 2025 Results on Feb 12, 2026Dentsu Soken Inc. announced that they will report fiscal year 2025 results on Feb 12, 2026
Price Target Changed • Nov 27Price target increased by 7.8% to JP¥7,833Up from JP¥7,267, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,900. Stock is up 45% over the past year. The company is forecast to post earnings per share of JP¥255 for next year compared to JP¥232 last year.
분석 기사 • Nov 21Are Dentsu Soken Inc. (TSE:4812) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Dentsu Soken is JP¥6,184 based on 2 Stage Free Cash Flow to Equity Current...
분석 기사 • Nov 01Dentsu Soken Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 9.8% to close at JP¥7,640 following the...
Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥61.97 (up from JP¥43.43 in 3Q 2024). Revenue: JP¥40.9b (up 7.7% from 3Q 2024). Net income: JP¥4.03b (up 43% from 3Q 2024). Profit margin: 9.9% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Oct 27Dentsu Soken Inc.'s (TSE:4812) Share Price Not Quite Adding UpDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 29.7x might make it look like a strong sell...
Buy Or Sell Opportunity • Oct 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥6,960. The fair value is estimated to be JP¥5,785, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 9.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
Price Target Changed • Sep 17Price target increased by 7.7% to JP¥7,267Up from JP¥6,750, the current price target is an average from 3 analysts. New target price is 11% above last closing price of JP¥6,550. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥252 for next year compared to JP¥232 last year.
분석 기사 • Sep 02Dentsu Soken's (TSE:4812) Dividend Will Be ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will pay a dividend of ¥58.00 on the 25th of March. This takes the dividend yield to...
Declared Dividend • Sep 02First half dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 29th December 2025 Payment date: 25th March 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Aug 19Does This Valuation Of Dentsu Soken Inc. (TSE:4812) Imply Investors Are Overpaying?Key Insights The projected fair value for Dentsu Soken is JP¥5,097 based on 2 Stage Free Cash Flow to Equity Dentsu...
공고 • Aug 04Dentsu Soken Inc. to Report Q3, 2025 Results on Oct 30, 2025Dentsu Soken Inc. announced that they will report Q3, 2025 results on Oct 30, 2025
분석 기사 • Aug 01Dentsu Soken Inc. (TSE:4812) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Dentsu Soken Inc. ( TSE:4812 ) shareholders, because the company has just released its latest...
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: JP¥54.92 (vs JP¥48.10 in 2Q 2024)Second quarter 2025 results: EPS: JP¥54.92 (up from JP¥48.10 in 2Q 2024). Revenue: JP¥40.0b (up 7.7% from 2Q 2024). Net income: JP¥3.58b (up 14% from 2Q 2024). Profit margin: 8.9% (up from 8.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
Buy Or Sell Opportunity • Jul 30Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥6,370. The fair value is estimated to be JP¥5,185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥58.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • Jun 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to JP¥6,700. The fair value is estimated to be JP¥5,555, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
분석 기사 • May 17Dentsu Soken (TSE:4812) Is Paying Out A Larger Dividend Than Last YearDentsu Soken Inc.'s ( TSE:4812 ) dividend will be increasing from last year's payment of the same period to ¥58.00 on...
Buy Or Sell Opportunity • May 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.5% to JP¥6,870. The fair value is estimated to be JP¥5,667, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,670, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,668 per share.
분석 기사 • May 03Dentsu Soken (TSE:4812) Will Pay A Larger Dividend Than Last Year At ¥58.00Dentsu Soken Inc. ( TSE:4812 ) will increase its dividend from last year's comparable payment on the 2nd of September...
공고 • May 03Dentsu Soken Inc. to Report Q2, 2025 Results on Jul 30, 2025Dentsu Soken Inc. announced that they will report Q2, 2025 results on Jul 30, 2025
분석 기사 • May 02Dentsu Soken Inc. (TSE:4812) Just Released Its First-Quarter Earnings: Here's What Analysts ThinkShareholders might have noticed that Dentsu Soken Inc. ( TSE:4812 ) filed its first-quarter result this time last week...
Reported Earnings • May 01First quarter 2025 earnings released: EPS: JP¥63.14 (vs JP¥63.29 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.14 (down from JP¥63.29 in 1Q 2024). Revenue: JP¥40.2b (up 8.5% from 1Q 2024). Net income: JP¥4.11b (flat on 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 9.7% 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 11% per year whereas the company’s share price has increased by 14% per year.
분석 기사 • Apr 11Dentsu Soken's (TSE:4812) Shareholders Will Receive A Bigger Dividend Than Last YearDentsu Soken Inc. ( TSE:4812 ) has announced that it will be increasing its dividend from last year's comparable...
Declared Dividend • Apr 11Final dividend of JP¥58.00 announcedShareholders will receive a dividend of JP¥58.00. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Apr 08High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Outside Independent Director Reiko Yasue was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Apr 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to JP¥5,870. The fair value is estimated to be JP¥4,823, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
분석 기사 • Mar 31Dentsu Soken's (TSE:4812) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Dentsu Soken Inc. ( TSE:4812 ) despite the...
Reported Earnings • Mar 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.
공고 • Mar 25Dentsu Soken Inc. to Report Q1, 2025 Results on Apr 30, 2025Dentsu Soken Inc. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Apr 30, 2025
Price Target Changed • Feb 26Price target increased by 11% to JP¥7,533Up from JP¥6,775, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥6,080. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥232 last year.
분석 기사 • Feb 15Dentsu Soken Inc. Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Dentsu Soken Inc. ( TSE:4812 ) had a good week, as its shares rose 7.1% to close at JP¥6,650 following the...
Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥232 (up from JP¥225 in FY 2023). Revenue: JP¥152.6b (up 7.0% from FY 2023). Net income: JP¥15.1b (up 3.1% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.2%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Feb 12Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025Dentsu Soken Inc., Annual General Meeting, Mar 24, 2025.
공고 • Jan 30Dentsu Soken Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company revised Net sales from JPY 152,000 million to JPY 152,642 million, Operating profit from JPY 20,000 million to JPY 21,039 million. Net profit from JPY 14,000 million to JPY 15,117 million. Net profit per Share from JPY 215.14 to JPY 232.32. Reasons for the Revision: Net sales are expected to exceed the forecast in both the Business Solutions segment and the Manufacturing Solutions segment. Regarding profits, due to the effects of increased sales and an increase in the gross profit margin, all stages of profit are expected to exceed the previous forecast.
분석 기사 • Jan 28Estimating The Intrinsic Value Of Dentsu Soken Inc. (TSE:4812)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dentsu Soken fair value estimate is JP¥6,784 Dentsu Soken's...
분석 기사 • Jan 09Earnings Tell The Story For Dentsu Soken Inc. (TSE:4812)Dentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 26.5x might make it look like a strong sell...
Upcoming Dividend • Dec 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 25 March 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
공고 • Dec 04Dentsu Soken Inc. to Report Fiscal Year 2024 Results on Feb 12, 2025Dentsu Soken Inc. announced that they will report fiscal year 2024 results on Feb 12, 2025
분석 기사 • Nov 20Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥156.1b to JP¥152.0b. EPS estimate also fell from JP¥251 per share to JP¥215 per share. Net income forecast to grow 14% next year vs 16% growth forecast for IT industry in Japan. Consensus price target down from JP¥6,867 to JP¥6,575. Share price fell 3.7% to JP¥5,250 over the past week.
Reported Earnings • Nov 02Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥43.43 (down from JP¥52.13 in 3Q 2023). Revenue: JP¥38.0b (up 7.3% from 3Q 2023). Net income: JP¥2.83b (down 17% from 3Q 2023). Profit margin: 7.4% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 07Dentsu Soken Inc. (TSE:4812) Shares Could Be 23% Below Their Intrinsic Value EstimateKey Insights Dentsu Soken's estimated fair value is JP¥7,481 based on 2 Stage Free Cash Flow to Equity Current share...
Buy Or Sell Opportunity • Aug 28Now 20% undervaluedOver the last 90 days, the stock has risen 16% to JP¥5,920. The fair value is estimated to be JP¥7,446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
분석 기사 • Aug 20Investors Interested In Dentsu Soken Inc.'s (TSE:4812) EarningsDentsu Soken Inc.'s ( TSE:4812 ) price-to-earnings (or "P/E") ratio of 25.9x might make it look like a strong sell...
공고 • Aug 05Dentsu Soken Inc. to Report Q3, 2024 Results on Oct 31, 2024Dentsu Soken Inc. announced that they will report Q3, 2024 results on Oct 31, 2024
분석 기사 • Aug 02Returns On Capital Are A Standout For Dentsu Soken (TSE:4812)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: JP¥48.10 (vs JP¥55.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.10 (down from JP¥55.46 in 2Q 2023). Revenue: JP¥37.1b (up 5.9% from 2Q 2023). Net income: JP¥3.13b (down 13% from 2Q 2023). Profit margin: 8.4% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 02First half dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th December 2024 Payment date: 25th March 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
분석 기사 • Jun 13Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
공고 • Jun 13Dentsu Soken Inc. to Report Q2, 2024 Results on Jul 31, 2024Dentsu Soken Inc. announced that they will report Q2, 2024 results on Jul 31, 2024
분석 기사 • May 23Dentsu Soken's (TSE:4812) Dividend Will Be ¥54.00Dentsu Soken Inc.'s ( TSE:4812 ) investors are due to receive a payment of ¥54.00 per share on 2nd of September. This...
분석 기사 • May 09Dentsu Soken (TSE:4812) Will Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
Reported Earnings • Apr 28First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥63.29 (up from JP¥58.97 in 1Q 2023). Revenue: JP¥37.1b (up 6.7% from 1Q 2023). Net income: JP¥4.12b (up 7.3% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공고 • Apr 28Dentsu Soken Inc. Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided dividend guidance for the end of second quarter of fiscal year ending December 31, 2024. For the end of second quarter, the company expects to pay ¥54.00 per share compared to ¥44.00 per share for the same period last year.
분석 기사 • Apr 25Dentsu Soken (TSE:4812) Is Due To Pay A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
분석 기사 • Apr 11Dentsu Soken (TSE:4812) Has Announced A Dividend Of ¥54.00The board of Dentsu Soken Inc. ( TSE:4812 ) has announced that it will pay a dividend on the 2nd of September, with...
Declared Dividend • Apr 11Final dividend of JP¥54.00 announcedShareholders will receive a dividend of JP¥54.00. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 28Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 26Dentsu Soken (TSE:4812) Is Very Good At Capital AllocationDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
공고 • Mar 24Dentsu Soken Inc. to Report Q1, 2024 Results on Apr 26, 2024Dentsu Soken Inc. announced that they will report Q1, 2024 results on Apr 26, 2024
분석 기사 • Mar 05A Look At The Fair Value Of Dentsu Soken Inc. (TSE:4812)Key Insights The projected fair value for Dentsu Soken is JP¥5,151 based on 2 Stage Free Cash Flow to Equity With...
공고 • Feb 16Dentsu Soken Inc. Proposes Dividend for the Year Ended December 31, 2023; Provides Dividend Guidance for the End of 2nd Quarter of Fiscal Year Ending December 31, 2024Dentsu Soken Inc. announced that its Board of Directors resolved regarding the payment of dividends from surplus with a date of record of December 31, 2023. The matter will be submitted to the 49th General Meeting of Shareholders scheduled to be held on March 22, 2024. The Company planned to pay a year-end dividend of ¥47 per share. However, based on the consolidated results for the fiscal year under review, the Company increased the dividend by ¥9 from the most recent forecast to ¥56 per share, an increase of ¥11 from the previous fiscal year. Effective date: March 22, 2024. The company provided dividend guidance for the end of 2nd quarter of fiscal year ending December 31, 2024. For the end of 2nd quarter, the company expects to pay ¥54.00 per share.
Reported Earnings • Feb 16Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥225 (up from JP¥194 in FY 2022). Revenue: JP¥142.6b (up 11% from FY 2022). Net income: JP¥14.7b (up 16% from FY 2022). Profit margin: 10% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공고 • Feb 14Dentsu Soken Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending December 31, 2024Dentsu Soken Inc. provided year-end dividend guidance for the fiscal year ending December 31, 2024. For the year, the company expects to pay year-end dividend of ¥54.00 per share compared to ¥56.00 per share for the same period last year.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥47.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 27 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
공고 • Dec 05Information Services International-Dentsu, Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024Information Services International-Dentsu, Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024
Buying Opportunity • Dec 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be JP¥6,140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
공고 • Nov 30Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024Information Services International-Dentsu, Ltd., Annual General Meeting, Mar 22, 2024.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: JP¥52.13 (vs JP¥39.13 in 3Q 2022)Third quarter 2023 results: EPS: JP¥52.13 (up from JP¥39.13 in 3Q 2022). Revenue: JP¥35.4b (up 9.5% from 3Q 2022). Net income: JP¥3.39b (up 33% from 3Q 2022). Profit margin: 9.6% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% 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 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be JP¥6,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Price Target Changed • Aug 09Price target increased by 7.1% to JP¥6,567Up from JP¥6,133, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥5,580. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥230 for next year compared to JP¥194 last year.
공고 • Aug 03Information Services International-Dentsu, Ltd. to Report Q3, 2023 Results on Oct 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 01Second quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2023 results: EPS: JP¥55.46 (up from JP¥46.00 in 2Q 2022). Revenue: JP¥35.1b (up 11% from 2Q 2022). Net income: JP¥3.61b (up 21% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.
공고 • Jul 23Information Services International-Dentsu, Ltd. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023Information Services International-Dentsu, Ltd. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Net sales from JPY 67,130 million to JPY 69,849 million, Operating profit from JPY 9,730 million to JPY 10,652 million. Net profit from JPY 6,684 million to JPY 7,446 million. Net profit per Share from JPY 102.73 to JPY 114.44.
Price Target Changed • Jul 14Price target increased by 9.5% to JP¥6,133Up from JP¥5,600, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥5,350. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥227 for next year compared to JP¥194 last year.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥44.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).
공고 • May 28Information Services International-Dentsu, Ltd. to Report Q2, 2023 Results on Jul 31, 2023Information Services International-Dentsu, Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023
Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Senior MD, Manager of Communication IT Business Department & Director Shinichi Ogane was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 29Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥129.1b (up 15% from FY 2021). Net income: JP¥12.6b (up 41% from FY 2021). Profit margin: 9.8% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Japan.