INCLUSIVE Holdings (7078) 주식 개요는 일본에서 웹 미디어 운영 및 수익화 지원 서비스를 제공하는 회사입니다. 자세히 보기7078 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적0/6재무 건전성6/6배당0/6위험 분석지난 5년간 매년 수익이 31% 감소했습니다.의미 있는 시가총액이 없습니다(¥4B)모든 위험 점검 보기7078 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥395.0067.0% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b12b2016201920222025202620282031Revenue JP¥11.8bEarnings JP¥914.5mAdvancedSet Fair ValueView all narrativesINCLUSIVE Holdings Inc. 경쟁사e-SeikatsuLtdSymbol: TSE:3796Market cap: JP¥3.9bVario SecureSymbol: TSE:4494Market cap: JP¥3.1bASJSymbol: TSE:2351Market cap: JP¥2.8bPBsystemsIncSymbol: TSE:4447Market cap: JP¥2.8b가격 이력 및 성과INCLUSIVE Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥395.0052주 최고가JP¥626.0052주 최저가JP¥332.00베타0.701개월 변동-2.23%3개월 변동-7.28%1년 변동-20.36%3년 변동-57.20%5년 변동-71.70%IPO 이후 변동-69.10%최근 뉴스 및 업데이트Reported Earnings • May 19Full year 2026 earnings released: JP¥17.21 loss per share (vs JP¥107 loss in FY 2025)Full year 2026 results: JP¥17.21 loss per share (improved from JP¥107 loss in FY 2025). Revenue: JP¥4.57b (down 6.7% from FY 2025). Net loss: JP¥173.0m (loss narrowed 84% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 26% per year.공시 • May 15INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026.공시 • May 10INCLUSIVE Holdings Inc. to Report Fiscal Year 2026 Results on May 14, 2026INCLUSIVE Holdings Inc. announced that they will report fiscal year 2026 results on May 14, 2026Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.099 loss per share (vs JP¥8.86 loss in 3Q 2025)Third quarter 2026 results: JP¥0.099 loss per share (improved from JP¥8.86 loss in 3Q 2025). Revenue: JP¥924.0m (down 11% from 3Q 2025). Net loss: JP¥1.00m (loss narrowed 99% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 24% per year.분석 기사 • Jan 23A Piece Of The Puzzle Missing From INCLUSIVE Holdings Inc.'s (TSE:7078) 26% Share Price ClimbINCLUSIVE Holdings Inc. ( TSE:7078 ) shareholders are no doubt pleased to see that the share price has bounced 26% in...New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 37% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥4.13b market cap, or US$26.4m).더 많은 업데이트 보기Recent updatesReported Earnings • May 19Full year 2026 earnings released: JP¥17.21 loss per share (vs JP¥107 loss in FY 2025)Full year 2026 results: JP¥17.21 loss per share (improved from JP¥107 loss in FY 2025). Revenue: JP¥4.57b (down 6.7% from FY 2025). Net loss: JP¥173.0m (loss narrowed 84% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 26% per year.공시 • May 15INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026.공시 • May 10INCLUSIVE Holdings Inc. to Report Fiscal Year 2026 Results on May 14, 2026INCLUSIVE Holdings Inc. announced that they will report fiscal year 2026 results on May 14, 2026Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.099 loss per share (vs JP¥8.86 loss in 3Q 2025)Third quarter 2026 results: JP¥0.099 loss per share (improved from JP¥8.86 loss in 3Q 2025). Revenue: JP¥924.0m (down 11% from 3Q 2025). Net loss: JP¥1.00m (loss narrowed 99% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 24% per year.분석 기사 • Jan 23A Piece Of The Puzzle Missing From INCLUSIVE Holdings Inc.'s (TSE:7078) 26% Share Price ClimbINCLUSIVE Holdings Inc. ( TSE:7078 ) shareholders are no doubt pleased to see that the share price has bounced 26% in...New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 37% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥4.13b market cap, or US$26.4m).분석 기사 • Dec 06Does INCLUSIVE Holdings (TSE:7078) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Nov 29INCLUSIVE Holdings Inc. to Report Q3, 2026 Results on Feb 13, 2026INCLUSIVE Holdings Inc. announced that they will report Q3, 2026 results on Feb 13, 2026분석 기사 • Oct 15INCLUSIVE Holdings Inc.'s (TSE:7078) Subdued P/S Might Signal An OpportunityThere wouldn't be many who think INCLUSIVE Holdings Inc.'s ( TSE:7078 ) price-to-sales (or "P/S") ratio of 0.9x is...공시 • Sep 02INCLUSIVE Inc. to Report Q2, 2026 Results on Nov 14, 2025INCLUSIVE Inc. announced that they will report Q2, 2026 results on Nov 14, 2025Board Change • Aug 28Less than half of directors are independentThere are 5 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: 3 independent directors. 4 non-independent directors. Independent Outside Director Ayako Nagaya was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥14.13 loss per share (vs JP¥2.90 loss in 1Q 2025)First quarter 2026 results: JP¥14.13 loss per share (further deteriorated from JP¥2.90 loss in 1Q 2025). Revenue: JP¥1.04b (down 10% from 1Q 2025). Net loss: JP¥142.0m (loss widened 390% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Jul 05Full year 2025 earnings released: JP¥107 loss per share (vs JP¥31.33 profit in FY 2024)Full year 2025 results: JP¥107 loss per share (down from JP¥31.33 profit in FY 2024). Revenue: JP¥4.90b (down 8.6% from FY 2024). Net loss: JP¥1.07b (down 443% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공시 • Jun 27INCLUSIVE Inc. to Report Q1, 2026 Results on Aug 14, 2025INCLUSIVE Inc. announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • May 20Full year 2025 earnings released: JP¥107 loss per share (vs JP¥31.33 profit in FY 2024)Full year 2025 results: JP¥107 loss per share (down from JP¥31.33 profit in FY 2024). Revenue: JP¥4.90b (down 8.6% from FY 2024). Net loss: JP¥1.08b (down 444% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공시 • May 15INCLUSIVE Inc., Annual General Meeting, Jun 25, 2025INCLUSIVE Inc., Annual General Meeting, Jun 25, 2025.분석 기사 • Apr 08Investors Give INCLUSIVE Inc. (TSE:7078) Shares A 26% HidingUnfortunately for some shareholders, the INCLUSIVE Inc. ( TSE:7078 ) share price has dived 26% in the last thirty days...공시 • Mar 08INCLUSIVE Inc. to Report Fiscal Year 2025 Results on May 14, 2025INCLUSIVE Inc. announced that they will report fiscal year 2025 results on May 14, 2025New Risk • Feb 15New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥5.07b market cap, or US$33.3m).Reported Earnings • Feb 15Third quarter 2025 earnings released: JP¥8.86 loss per share (vs JP¥54.12 profit in 3Q 2024)Third quarter 2025 results: JP¥8.86 loss per share (down from JP¥54.12 profit in 3Q 2024). Revenue: JP¥1.03b (down 13% from 3Q 2024). Net loss: JP¥89.0m (down 117% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jan 09Now 43% overvalued after recent price riseOver the last 90 days, the stock has risen 56% to JP¥800. The fair value is estimated to be JP¥558, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable.분석 기사 • Jan 08Further Upside For INCLUSIVE Inc. (TSE:7078) Shares Could Introduce Price Risks After 34% BounceINCLUSIVE Inc. ( TSE:7078 ) shareholders would be excited to see that the share price has had a great month, posting a...Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 37%After last week's 37% share price gain to JP¥628, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 45% over the past three years.분석 기사 • Jan 07INCLUSIVE (TSE:7078) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Dec 03INCLUSIVE Inc. to Report Q3, 2025 Results on Feb 13, 2025INCLUSIVE Inc. announced that they will report Q3, 2025 results on Feb 13, 2025분석 기사 • Nov 26Concerns Surrounding INCLUSIVE's (TSE:7078) PerformanceThe market shrugged off INCLUSIVE Inc.'s ( TSE:7078 ) solid earnings report. Our analysis showed that there are some...공시 • Aug 30INCLUSIVE Inc. to Report Q2, 2025 Results on Nov 14, 2024INCLUSIVE Inc. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥2.90 loss per share (vs JP¥4.11 loss in 1Q 2024)First quarter 2025 results: JP¥2.90 loss per share (improved from JP¥4.11 loss in 1Q 2024). Revenue: JP¥1.15b (down 11% from 1Q 2024). Net loss: JP¥29.0m (loss narrowed 29% from 1Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.분석 기사 • Aug 06Slammed 37% INCLUSIVE Inc. (TSE:7078) Screens Well Here But There Might Be A CatchThe INCLUSIVE Inc. ( TSE:7078 ) share price has fared very poorly over the last month, falling by a substantial 37...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.52b market cap, or US$31.8m).분석 기사 • Aug 03Health Check: How Prudently Does INCLUSIVE (TSE:7078) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥551, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 44% over the past three years.공시 • Jul 04Yamibito Co., Ltd. agreed to acquire morondo Co., Ltd. from INCLUSIVE Inc. (TSE:7078) for ¥60 million.Yamibito Co., Ltd. agreed to acquire morondo Co., Ltd. from INCLUSIVE Inc. (TSE:7078) for ¥60 million on July 3, 2024. A cash consideration of ¥60 million will be paid by Yamibito Co., Ltd. As part of consideration, ¥60 million is paid towards common equity of morondo Co., Ltd.For the period ending March 31, 2024, morondo Co., Ltd. reported total revenue of ¥126.62 million, EBIT of ¥3.4 million and net income of ¥2.51 million. As of March 31, 2024, morondo Co., Ltd. reported total assets of ¥36.76 million and net liabilities of ¥32.55 million. The expected completion of the transaction is July 8, 2024.공시 • Jun 29INCLUSIVE Inc. to Report Q1, 2025 Results on Aug 13, 2024INCLUSIVE Inc. announced that they will report Q1, 2025 results on Aug 13, 2024New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥6.88b market cap, or US$43.8m).분석 기사 • May 22There May Be Underlying Issues With The Quality Of INCLUSIVE's (TSE:7078) EarningsINCLUSIVE Inc.'s ( TSE:7078 ) stock was strong after they recently reported robust earnings. We did some analysis and...Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥31.43 (vs JP¥89.18 loss in FY 2023)Full year 2024 results: EPS: JP¥31.43 (up from JP¥89.18 loss in FY 2023). Revenue: JP¥5.36b (up 12% from FY 2023). Net income: JP¥314.0m (up JP¥1.19b from FY 2023). Profit margin: 5.9% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.공시 • May 17INCLUSIVE Inc., Annual General Meeting, Jun 28, 2024INCLUSIVE Inc., Annual General Meeting, Jun 28, 2024.Board Change • Apr 12Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Makoto Shiono was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Apr 05A Piece Of The Puzzle Missing From INCLUSIVE Inc.'s (TSE:7078) Share PriceIt's not a stretch to say that INCLUSIVE Inc.'s ( TSE:7078 ) price-to-sales (or "P/S") ratio of 1.2x seems quite...공시 • Mar 02INCLUSIVE Inc. to Report Fiscal Year 2024 Results on May 14, 2024INCLUSIVE Inc. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥54.12 (vs JP¥28.90 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥54.12 (up from JP¥28.90 loss in 3Q 2023). Revenue: JP¥1.19b (down 1.9% from 3Q 2023). Net income: JP¥541.0m (up JP¥828.0m from 3Q 2023). Profit margin: 45% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.공시 • Nov 27INCLUSIVE Inc. to Report Q3, 2024 Results on Feb 13, 2024INCLUSIVE Inc. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 16Second quarter 2024 earnings released: JP¥8.41 loss per share (vs JP¥15.66 loss in 2Q 2023)Second quarter 2024 results: JP¥8.41 loss per share (improved from JP¥15.66 loss in 2Q 2023). Revenue: JP¥1.26b (up 3.3% from 2Q 2023). Net loss: JP¥84.0m (loss narrowed 46% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 151 percentage points per year, which is a significant difference in performance.공시 • Sep 06INCLUSIVE Inc. to Report Q2, 2024 Results on Nov 13, 2023INCLUSIVE Inc. announced that they will report Q2, 2024 results on Nov 13, 2023Reported Earnings • Aug 16First quarter 2024 earnings released: JP¥4.11 loss per share (vs JP¥7.27 loss in 1Q 2023)First quarter 2024 results: JP¥4.11 loss per share (improved from JP¥7.27 loss in 1Q 2023). Revenue: JP¥1.30b (up 104% from 1Q 2023). Net loss: JP¥41.0m (loss narrowed 40% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 162 percentage points per year, which is a significant difference in performance.New Risk • Aug 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 79% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (3.2% increase in shares outstanding). Market cap is less than US$100m (JP¥9.42b market cap, or US$64.7m).New Risk • Jul 22New major risk - Revenue and earnings growthEarnings have declined by 79% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 79% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Market cap is less than US$100m (JP¥9.30b market cap, or US$65.6m).New Risk • Jun 14New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (JP¥10.8b market cap, or US$77.0m).공시 • May 29INCLUSIVE Inc. to Report Q1, 2024 Results on Aug 14, 2023INCLUSIVE Inc. announced that they will report Q1, 2024 results on Aug 14, 2023Reported Earnings • Feb 16Third quarter 2023 earnings released: JP¥28.90 loss per share (vs JP¥0.76 loss in 3Q 2022)Third quarter 2023 results: JP¥28.90 loss per share (further deteriorated from JP¥0.76 loss in 3Q 2022). Revenue: JP¥1.21b (up 197% from 3Q 2022). Net loss: JP¥287.0m (loss widened JP¥281.0m from 3Q 2022). Revenue is forecast to grow 14% 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, the company's share price growth rate has exceeded its earnings growth rate by 155 percentage points per year, which is a significant difference in performance.공시 • Nov 30INCLUSIVE Inc. to Report Q3, 2023 Results on Feb 14, 2023INCLUSIVE Inc. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 20Second quarter 2023 earnings released: JP¥15.66 loss per share (vs JP¥1.41 loss in 2Q 2022)Second quarter 2023 results: JP¥15.66 loss per share (further deteriorated from JP¥1.41 loss in 2Q 2022). Revenue: JP¥1.22b (up 238% from 2Q 2022). Net loss: JP¥154.0m (loss widened JP¥143.0m from 2Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan.공시 • Sep 07INCLUSIVE Inc. to Report Q2, 2023 Results on Nov 14, 2022INCLUSIVE Inc. announced that they will report Q2, 2023 results on Nov 14, 2022Reported Earnings • Aug 17First quarter 2023 earnings released: JP¥7.27 loss per share (vs JP¥1.67 loss in 1Q 2022)First quarter 2023 results: JP¥7.27 loss per share (down from JP¥1.67 loss in 1Q 2022). Revenue: JP¥636.0m (up 91% from 1Q 2022). Net loss: JP¥68.0m (loss widened 423% from 1Q 2022). Over the next year, revenue is forecast to grow 174%, compared to a 12% growth forecast for the IT industry in Japan.공시 • Jul 01INCLUSIVE Inc. to Report Q1, 2023 Results on Aug 15, 2022INCLUSIVE Inc. announced that they will report Q1, 2023 results on Aug 15, 2022공시 • May 18INCLUSIVE Inc., Annual General Meeting, Jun 28, 2022INCLUSIVE Inc., Annual General Meeting, Jun 28, 2022.공시 • Apr 21INCLUSIVE Inc. announced that it has received ¥8.79 million in fundingOn April 20, 2022, INCLUSIVE Inc. closed the transaction. The company issued 15,000 11th stock acquisition rights in the transaction.공시 • Apr 08INCLUSIVE Inc. to Report Fiscal Year 2022 Results on May 16, 2022INCLUSIVE Inc. announced that they will report fiscal year 2022 results on May 16, 2022공시 • Apr 01INCLUSIVE Inc. announced that it expects to receive ¥8.79 million in fundingINCLUSIVE Inc. announced a private placement of 15,000,000 units in 9th Stock acquisition rights and 9th Stock acquisition rights in an issue price of ¥586 per share for the gross proceeds of ¥8,790,000 on March 31, 2022. The stock acquisition right can be exercised from April 21, 2022 to April 22, 2024. The transaction is expected to close on April 20, 2022. The transaction has been approved by the board of directors of the company.Reported Earnings • Feb 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: JP¥0.76 loss per share (down from JP¥5.78 profit in 3Q 2021). Revenue: JP¥409.0m (up 2.5% from 3Q 2021). Net loss: JP¥6.00m (down 114% from profit in 3Q 2021). Revenue missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 7.2% growth forecast for the industry in Japan.공시 • Jan 06INCLUSIVE Inc. announced that it has received ¥51.59232 million in fundingINCLUSIVE Inc. announced a private placement of 19,080 shares in an issue price of ¥2,704 per share for the gross proceeds of ¥51,592,320 on January 5, 2022. The transaction involved participation from Yuichiro Ichikawa for 11,094 shares, Takuma Kobayashi for 3,698 shares, Kentaro Arai for 2,144 shares, Takuya Oroku for 2,144 shares. The transaction has been approved by the board of directors of the company. The company will raise funding through third party allotment method.공시 • Dec 10INCLUSIVE Inc. announced that it expects to receive ¥8.1467 million in fundingINCLUSIVE Inc. announced a private placement of 5,400 in 9th Stock Acquisition Rights in an issue price of ¥1,176 per share for the gross proceeds of ¥6,350,400 and 2,300 in 10th Stock Acquisition Rights in an issue price of ¥781 per share for the gross proceeds of ¥1,796,300 for aggregate gross proceeds of ¥8,146,700 on December 9, 2021. The transaction is expected to close on December 30, 2021.공시 • Aug 11INCLUSIVE Inc. announced that it has received ¥15.99991 million in fundingOn August 10, 2021, INCLUSIVE Inc. closed the transaction. Post closing, the total number of shares issued will increase from 7,813,554 shares to 7,828,909 shares.공시 • Mar 04INCLUSIVE Inc. announced that it has received ¥199.9998 million in fundingOn March 3, 2021, INCLUSIVE Inc. (TSE:7078) closed the transaction.공시 • Feb 17INCLUSIVE Inc. (TSE:7078) signed a share transfer agreement to acquire SNS Mail Magazine Co., Ltd. from SNS Media & Consulting Co., Ltd for approximately ¥220 million.INCLUSIVE Inc. (TSE:7078) signed a share transfer agreement to acquire SNS Mail Magazine Co., Ltd. from SNS Media & Consulting Co., Ltd for approximately ¥220 million on February 15, 2021. INCLUSIVE Inc. will acquire 22,200 shares in SNS Mail Magazine Co., Ltd. Payment date of share transfer price is March 2021. INCLUSIVE Inc. plans to allocate the entire amount of the funds raised through a third-party allotment to the acquisition of shares of SNS Mail Magazine. Upon completion, SNS Mail Magazine Co., Ltd. will operate as a subsidiary of INCLUSIVE Inc. As of February 1, 2021, SNS Mail Magazine Co., Ltd. reported total assets of ¥222 million and total common equity of ¥222 million. The transaction is resolved by the Board of INCLUSIVE Inc. The transaction is expected to close on February 19, 2021.Reported Earnings • Feb 17Third quarter 2021 earnings released: EPS JP¥17.35 (vs JP¥7.44 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥399.0m (up 13% from 3Q 2020). Net income: JP¥42.0m (up 133% from 3Q 2020). Profit margin: 11% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Feb 17New 90-day high: JP¥1,700The company is up 53% from its price of JP¥1,111 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,196, the stock is trading at a trailing P/E ratio of 76.6x, up from the previous P/E ratio of 66.6x. This compares to an average P/E of 29x in the IT industry in Japan. Total return to shareholders over the past year is a loss of 53%.Is New 90 Day High Low • Dec 16New 90-day low: JP¥1,040The company is down 26% from its price of JP¥1,414 on 17 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period.Is New 90 Day High Low • Dec 01New 90-day low: JP¥1,084The company is down 17% from its price of JP¥1,309 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 7.0% over the same period.공시 • Aug 30INCLUSIVE Inc. to Report Q2, 2021 Results on Nov 13, 2020INCLUSIVE Inc. announced that they will report Q2, 2021 results on Nov 13, 2020주주 수익률7078JP ITJP 시장7D7.0%2.9%-0.5%1Y-20.4%-5.3%41.3%전체 주주 수익률 보기수익률 대 산업: 7078은 지난 1년 동안 -5.3%의 수익을 기록한 JP IT 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7078은 지난 1년 동안 41.3%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7078's price volatile compared to industry and market?7078 volatility7078 Average Weekly Movement5.7%IT Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%안정적인 주가: 7078는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7078의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2007190Miki Kimurawww.inclusive.co.jp인클루시브는 일본에서 웹 미디어 운영 및 수익화 지원 서비스를 제공하고 있습니다. 광고 및 프로모션 기획 서비스, 광고 기술을 활용한 솔루션, 미디어 개발 및 브랜딩 전략과 관련된 다양한 컨설팅 서비스도 제공합니다. 또한 식품 관련 서비스도 제공합니다.더 보기INCLUSIVE Holdings Inc. 기초 지표 요약INCLUSIVE Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7078 기초 통계시가총액JP¥3.80b순이익 (TTM)-JP¥173.00m매출 (TTM)JP¥4.57b0.9x주가매출비율(P/S)-23.0x주가수익비율(P/E)7078는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7078 손익계산서 (TTM)매출JP¥4.57b매출원가JP¥2.85b총이익JP¥1.72b기타 비용JP¥1.90b순이익-JP¥173.00m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)-17.21총이익률37.69%순이익률-3.79%부채/자본 비율33.6%7078의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:15종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스INCLUSIVE Holdings Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hiroshi NayaIchiyoshi Research Institute Inc.Michihiro AshiyaMizuho Securities Co., Ltd.Kana SasakiThe Stock Research Center
Reported Earnings • May 19Full year 2026 earnings released: JP¥17.21 loss per share (vs JP¥107 loss in FY 2025)Full year 2026 results: JP¥17.21 loss per share (improved from JP¥107 loss in FY 2025). Revenue: JP¥4.57b (down 6.7% from FY 2025). Net loss: JP¥173.0m (loss narrowed 84% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 26% per year.
공시 • May 15INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026.
공시 • May 10INCLUSIVE Holdings Inc. to Report Fiscal Year 2026 Results on May 14, 2026INCLUSIVE Holdings Inc. announced that they will report fiscal year 2026 results on May 14, 2026
Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.099 loss per share (vs JP¥8.86 loss in 3Q 2025)Third quarter 2026 results: JP¥0.099 loss per share (improved from JP¥8.86 loss in 3Q 2025). Revenue: JP¥924.0m (down 11% from 3Q 2025). Net loss: JP¥1.00m (loss narrowed 99% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 24% per year.
분석 기사 • Jan 23A Piece Of The Puzzle Missing From INCLUSIVE Holdings Inc.'s (TSE:7078) 26% Share Price ClimbINCLUSIVE Holdings Inc. ( TSE:7078 ) shareholders are no doubt pleased to see that the share price has bounced 26% in...
New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 37% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥4.13b market cap, or US$26.4m).
Reported Earnings • May 19Full year 2026 earnings released: JP¥17.21 loss per share (vs JP¥107 loss in FY 2025)Full year 2026 results: JP¥17.21 loss per share (improved from JP¥107 loss in FY 2025). Revenue: JP¥4.57b (down 6.7% from FY 2025). Net loss: JP¥173.0m (loss narrowed 84% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 26% per year.
공시 • May 15INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026INCLUSIVE Holdings Inc., Annual General Meeting, Jun 29, 2026.
공시 • May 10INCLUSIVE Holdings Inc. to Report Fiscal Year 2026 Results on May 14, 2026INCLUSIVE Holdings Inc. announced that they will report fiscal year 2026 results on May 14, 2026
Reported Earnings • Feb 16Third quarter 2026 earnings released: JP¥0.099 loss per share (vs JP¥8.86 loss in 3Q 2025)Third quarter 2026 results: JP¥0.099 loss per share (improved from JP¥8.86 loss in 3Q 2025). Revenue: JP¥924.0m (down 11% from 3Q 2025). Net loss: JP¥1.00m (loss narrowed 99% from 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 24% per year.
분석 기사 • Jan 23A Piece Of The Puzzle Missing From INCLUSIVE Holdings Inc.'s (TSE:7078) 26% Share Price ClimbINCLUSIVE Holdings Inc. ( TSE:7078 ) shareholders are no doubt pleased to see that the share price has bounced 26% in...
New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 37% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥4.13b market cap, or US$26.4m).
분석 기사 • Dec 06Does INCLUSIVE Holdings (TSE:7078) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Nov 29INCLUSIVE Holdings Inc. to Report Q3, 2026 Results on Feb 13, 2026INCLUSIVE Holdings Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
분석 기사 • Oct 15INCLUSIVE Holdings Inc.'s (TSE:7078) Subdued P/S Might Signal An OpportunityThere wouldn't be many who think INCLUSIVE Holdings Inc.'s ( TSE:7078 ) price-to-sales (or "P/S") ratio of 0.9x is...
공시 • Sep 02INCLUSIVE Inc. to Report Q2, 2026 Results on Nov 14, 2025INCLUSIVE Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
Board Change • Aug 28Less than half of directors are independentThere are 5 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: 3 independent directors. 4 non-independent directors. Independent Outside Director Ayako Nagaya was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Aug 15First quarter 2026 earnings released: JP¥14.13 loss per share (vs JP¥2.90 loss in 1Q 2025)First quarter 2026 results: JP¥14.13 loss per share (further deteriorated from JP¥2.90 loss in 1Q 2025). Revenue: JP¥1.04b (down 10% from 1Q 2025). Net loss: JP¥142.0m (loss widened 390% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Jul 05Full year 2025 earnings released: JP¥107 loss per share (vs JP¥31.33 profit in FY 2024)Full year 2025 results: JP¥107 loss per share (down from JP¥31.33 profit in FY 2024). Revenue: JP¥4.90b (down 8.6% from FY 2024). Net loss: JP¥1.07b (down 443% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공시 • Jun 27INCLUSIVE Inc. to Report Q1, 2026 Results on Aug 14, 2025INCLUSIVE Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • May 20Full year 2025 earnings released: JP¥107 loss per share (vs JP¥31.33 profit in FY 2024)Full year 2025 results: JP¥107 loss per share (down from JP¥31.33 profit in FY 2024). Revenue: JP¥4.90b (down 8.6% from FY 2024). Net loss: JP¥1.08b (down 444% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • May 15INCLUSIVE Inc., Annual General Meeting, Jun 25, 2025INCLUSIVE Inc., Annual General Meeting, Jun 25, 2025.
분석 기사 • Apr 08Investors Give INCLUSIVE Inc. (TSE:7078) Shares A 26% HidingUnfortunately for some shareholders, the INCLUSIVE Inc. ( TSE:7078 ) share price has dived 26% in the last thirty days...
공시 • Mar 08INCLUSIVE Inc. to Report Fiscal Year 2025 Results on May 14, 2025INCLUSIVE Inc. announced that they will report fiscal year 2025 results on May 14, 2025
New Risk • Feb 15New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥5.07b market cap, or US$33.3m).
Reported Earnings • Feb 15Third quarter 2025 earnings released: JP¥8.86 loss per share (vs JP¥54.12 profit in 3Q 2024)Third quarter 2025 results: JP¥8.86 loss per share (down from JP¥54.12 profit in 3Q 2024). Revenue: JP¥1.03b (down 13% from 3Q 2024). Net loss: JP¥89.0m (down 117% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jan 09Now 43% overvalued after recent price riseOver the last 90 days, the stock has risen 56% to JP¥800. The fair value is estimated to be JP¥558, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable.
분석 기사 • Jan 08Further Upside For INCLUSIVE Inc. (TSE:7078) Shares Could Introduce Price Risks After 34% BounceINCLUSIVE Inc. ( TSE:7078 ) shareholders would be excited to see that the share price has had a great month, posting a...
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 37%After last week's 37% share price gain to JP¥628, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 45% over the past three years.
분석 기사 • Jan 07INCLUSIVE (TSE:7078) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Dec 03INCLUSIVE Inc. to Report Q3, 2025 Results on Feb 13, 2025INCLUSIVE Inc. announced that they will report Q3, 2025 results on Feb 13, 2025
분석 기사 • Nov 26Concerns Surrounding INCLUSIVE's (TSE:7078) PerformanceThe market shrugged off INCLUSIVE Inc.'s ( TSE:7078 ) solid earnings report. Our analysis showed that there are some...
공시 • Aug 30INCLUSIVE Inc. to Report Q2, 2025 Results on Nov 14, 2024INCLUSIVE Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 19First quarter 2025 earnings released: JP¥2.90 loss per share (vs JP¥4.11 loss in 1Q 2024)First quarter 2025 results: JP¥2.90 loss per share (improved from JP¥4.11 loss in 1Q 2024). Revenue: JP¥1.15b (down 11% from 1Q 2024). Net loss: JP¥29.0m (loss narrowed 29% from 1Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 06Slammed 37% INCLUSIVE Inc. (TSE:7078) Screens Well Here But There Might Be A CatchThe INCLUSIVE Inc. ( TSE:7078 ) share price has fared very poorly over the last month, falling by a substantial 37...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥4.52b market cap, or US$31.8m).
분석 기사 • Aug 03Health Check: How Prudently Does INCLUSIVE (TSE:7078) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥551, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 44% over the past three years.
공시 • Jul 04Yamibito Co., Ltd. agreed to acquire morondo Co., Ltd. from INCLUSIVE Inc. (TSE:7078) for ¥60 million.Yamibito Co., Ltd. agreed to acquire morondo Co., Ltd. from INCLUSIVE Inc. (TSE:7078) for ¥60 million on July 3, 2024. A cash consideration of ¥60 million will be paid by Yamibito Co., Ltd. As part of consideration, ¥60 million is paid towards common equity of morondo Co., Ltd.For the period ending March 31, 2024, morondo Co., Ltd. reported total revenue of ¥126.62 million, EBIT of ¥3.4 million and net income of ¥2.51 million. As of March 31, 2024, morondo Co., Ltd. reported total assets of ¥36.76 million and net liabilities of ¥32.55 million. The expected completion of the transaction is July 8, 2024.
공시 • Jun 29INCLUSIVE Inc. to Report Q1, 2025 Results on Aug 13, 2024INCLUSIVE Inc. announced that they will report Q1, 2025 results on Aug 13, 2024
New Risk • May 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥6.88b market cap, or US$43.8m).
분석 기사 • May 22There May Be Underlying Issues With The Quality Of INCLUSIVE's (TSE:7078) EarningsINCLUSIVE Inc.'s ( TSE:7078 ) stock was strong after they recently reported robust earnings. We did some analysis and...
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥31.43 (vs JP¥89.18 loss in FY 2023)Full year 2024 results: EPS: JP¥31.43 (up from JP¥89.18 loss in FY 2023). Revenue: JP¥5.36b (up 12% from FY 2023). Net income: JP¥314.0m (up JP¥1.19b from FY 2023). Profit margin: 5.9% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
공시 • May 17INCLUSIVE Inc., Annual General Meeting, Jun 28, 2024INCLUSIVE Inc., Annual General Meeting, Jun 28, 2024.
Board Change • Apr 12Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Makoto Shiono was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Apr 05A Piece Of The Puzzle Missing From INCLUSIVE Inc.'s (TSE:7078) Share PriceIt's not a stretch to say that INCLUSIVE Inc.'s ( TSE:7078 ) price-to-sales (or "P/S") ratio of 1.2x seems quite...
공시 • Mar 02INCLUSIVE Inc. to Report Fiscal Year 2024 Results on May 14, 2024INCLUSIVE Inc. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 17Third quarter 2024 earnings released: EPS: JP¥54.12 (vs JP¥28.90 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥54.12 (up from JP¥28.90 loss in 3Q 2023). Revenue: JP¥1.19b (down 1.9% from 3Q 2023). Net income: JP¥541.0m (up JP¥828.0m from 3Q 2023). Profit margin: 45% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
공시 • Nov 27INCLUSIVE Inc. to Report Q3, 2024 Results on Feb 13, 2024INCLUSIVE Inc. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 16Second quarter 2024 earnings released: JP¥8.41 loss per share (vs JP¥15.66 loss in 2Q 2023)Second quarter 2024 results: JP¥8.41 loss per share (improved from JP¥15.66 loss in 2Q 2023). Revenue: JP¥1.26b (up 3.3% from 2Q 2023). Net loss: JP¥84.0m (loss narrowed 46% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 151 percentage points per year, which is a significant difference in performance.
공시 • Sep 06INCLUSIVE Inc. to Report Q2, 2024 Results on Nov 13, 2023INCLUSIVE Inc. announced that they will report Q2, 2024 results on Nov 13, 2023
Reported Earnings • Aug 16First quarter 2024 earnings released: JP¥4.11 loss per share (vs JP¥7.27 loss in 1Q 2023)First quarter 2024 results: JP¥4.11 loss per share (improved from JP¥7.27 loss in 1Q 2023). Revenue: JP¥1.30b (up 104% from 1Q 2023). Net loss: JP¥41.0m (loss narrowed 40% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 162 percentage points per year, which is a significant difference in performance.
New Risk • Aug 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 79% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (3.2% increase in shares outstanding). Market cap is less than US$100m (JP¥9.42b market cap, or US$64.7m).
New Risk • Jul 22New major risk - Revenue and earnings growthEarnings have declined by 79% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 79% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Market cap is less than US$100m (JP¥9.30b market cap, or US$65.6m).
New Risk • Jun 14New 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 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (JP¥10.8b market cap, or US$77.0m).
공시 • May 29INCLUSIVE Inc. to Report Q1, 2024 Results on Aug 14, 2023INCLUSIVE Inc. announced that they will report Q1, 2024 results on Aug 14, 2023
Reported Earnings • Feb 16Third quarter 2023 earnings released: JP¥28.90 loss per share (vs JP¥0.76 loss in 3Q 2022)Third quarter 2023 results: JP¥28.90 loss per share (further deteriorated from JP¥0.76 loss in 3Q 2022). Revenue: JP¥1.21b (up 197% from 3Q 2022). Net loss: JP¥287.0m (loss widened JP¥281.0m from 3Q 2022). Revenue is forecast to grow 14% 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, the company's share price growth rate has exceeded its earnings growth rate by 155 percentage points per year, which is a significant difference in performance.
공시 • Nov 30INCLUSIVE Inc. to Report Q3, 2023 Results on Feb 14, 2023INCLUSIVE Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 20Second quarter 2023 earnings released: JP¥15.66 loss per share (vs JP¥1.41 loss in 2Q 2022)Second quarter 2023 results: JP¥15.66 loss per share (further deteriorated from JP¥1.41 loss in 2Q 2022). Revenue: JP¥1.22b (up 238% from 2Q 2022). Net loss: JP¥154.0m (loss widened JP¥143.0m from 2Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan.
공시 • Sep 07INCLUSIVE Inc. to Report Q2, 2023 Results on Nov 14, 2022INCLUSIVE Inc. announced that they will report Q2, 2023 results on Nov 14, 2022
Reported Earnings • Aug 17First quarter 2023 earnings released: JP¥7.27 loss per share (vs JP¥1.67 loss in 1Q 2022)First quarter 2023 results: JP¥7.27 loss per share (down from JP¥1.67 loss in 1Q 2022). Revenue: JP¥636.0m (up 91% from 1Q 2022). Net loss: JP¥68.0m (loss widened 423% from 1Q 2022). Over the next year, revenue is forecast to grow 174%, compared to a 12% growth forecast for the IT industry in Japan.
공시 • Jul 01INCLUSIVE Inc. to Report Q1, 2023 Results on Aug 15, 2022INCLUSIVE Inc. announced that they will report Q1, 2023 results on Aug 15, 2022
공시 • May 18INCLUSIVE Inc., Annual General Meeting, Jun 28, 2022INCLUSIVE Inc., Annual General Meeting, Jun 28, 2022.
공시 • Apr 21INCLUSIVE Inc. announced that it has received ¥8.79 million in fundingOn April 20, 2022, INCLUSIVE Inc. closed the transaction. The company issued 15,000 11th stock acquisition rights in the transaction.
공시 • Apr 08INCLUSIVE Inc. to Report Fiscal Year 2022 Results on May 16, 2022INCLUSIVE Inc. announced that they will report fiscal year 2022 results on May 16, 2022
공시 • Apr 01INCLUSIVE Inc. announced that it expects to receive ¥8.79 million in fundingINCLUSIVE Inc. announced a private placement of 15,000,000 units in 9th Stock acquisition rights and 9th Stock acquisition rights in an issue price of ¥586 per share for the gross proceeds of ¥8,790,000 on March 31, 2022. The stock acquisition right can be exercised from April 21, 2022 to April 22, 2024. The transaction is expected to close on April 20, 2022. The transaction has been approved by the board of directors of the company.
Reported Earnings • Feb 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: JP¥0.76 loss per share (down from JP¥5.78 profit in 3Q 2021). Revenue: JP¥409.0m (up 2.5% from 3Q 2021). Net loss: JP¥6.00m (down 114% from profit in 3Q 2021). Revenue missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 7.2% growth forecast for the industry in Japan.
공시 • Jan 06INCLUSIVE Inc. announced that it has received ¥51.59232 million in fundingINCLUSIVE Inc. announced a private placement of 19,080 shares in an issue price of ¥2,704 per share for the gross proceeds of ¥51,592,320 on January 5, 2022. The transaction involved participation from Yuichiro Ichikawa for 11,094 shares, Takuma Kobayashi for 3,698 shares, Kentaro Arai for 2,144 shares, Takuya Oroku for 2,144 shares. The transaction has been approved by the board of directors of the company. The company will raise funding through third party allotment method.
공시 • Dec 10INCLUSIVE Inc. announced that it expects to receive ¥8.1467 million in fundingINCLUSIVE Inc. announced a private placement of 5,400 in 9th Stock Acquisition Rights in an issue price of ¥1,176 per share for the gross proceeds of ¥6,350,400 and 2,300 in 10th Stock Acquisition Rights in an issue price of ¥781 per share for the gross proceeds of ¥1,796,300 for aggregate gross proceeds of ¥8,146,700 on December 9, 2021. The transaction is expected to close on December 30, 2021.
공시 • Aug 11INCLUSIVE Inc. announced that it has received ¥15.99991 million in fundingOn August 10, 2021, INCLUSIVE Inc. closed the transaction. Post closing, the total number of shares issued will increase from 7,813,554 shares to 7,828,909 shares.
공시 • Mar 04INCLUSIVE Inc. announced that it has received ¥199.9998 million in fundingOn March 3, 2021, INCLUSIVE Inc. (TSE:7078) closed the transaction.
공시 • Feb 17INCLUSIVE Inc. (TSE:7078) signed a share transfer agreement to acquire SNS Mail Magazine Co., Ltd. from SNS Media & Consulting Co., Ltd for approximately ¥220 million.INCLUSIVE Inc. (TSE:7078) signed a share transfer agreement to acquire SNS Mail Magazine Co., Ltd. from SNS Media & Consulting Co., Ltd for approximately ¥220 million on February 15, 2021. INCLUSIVE Inc. will acquire 22,200 shares in SNS Mail Magazine Co., Ltd. Payment date of share transfer price is March 2021. INCLUSIVE Inc. plans to allocate the entire amount of the funds raised through a third-party allotment to the acquisition of shares of SNS Mail Magazine. Upon completion, SNS Mail Magazine Co., Ltd. will operate as a subsidiary of INCLUSIVE Inc. As of February 1, 2021, SNS Mail Magazine Co., Ltd. reported total assets of ¥222 million and total common equity of ¥222 million. The transaction is resolved by the Board of INCLUSIVE Inc. The transaction is expected to close on February 19, 2021.
Reported Earnings • Feb 17Third quarter 2021 earnings released: EPS JP¥17.35 (vs JP¥7.44 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥399.0m (up 13% from 3Q 2020). Net income: JP¥42.0m (up 133% from 3Q 2020). Profit margin: 11% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Feb 17New 90-day high: JP¥1,700The company is up 53% from its price of JP¥1,111 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,196, the stock is trading at a trailing P/E ratio of 76.6x, up from the previous P/E ratio of 66.6x. This compares to an average P/E of 29x in the IT industry in Japan. Total return to shareholders over the past year is a loss of 53%.
Is New 90 Day High Low • Dec 16New 90-day low: JP¥1,040The company is down 26% from its price of JP¥1,414 on 17 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Dec 01New 90-day low: JP¥1,084The company is down 17% from its price of JP¥1,309 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 7.0% over the same period.
공시 • Aug 30INCLUSIVE Inc. to Report Q2, 2021 Results on Nov 13, 2020INCLUSIVE Inc. announced that they will report Q2, 2021 results on Nov 13, 2020
