Reported Earnings • May 13
Second quarter 2026 earnings released: EPS: JP¥16.63 (vs JP¥28.69 in 2Q 2025) Second quarter 2026 results: EPS: JP¥16.63 (down from JP¥28.69 in 2Q 2025). Revenue: JP¥757.0m (down 4.2% from 2Q 2025). Net income: JP¥40.0m (down 42% from 2Q 2025). Profit margin: 5.3% (down from 8.7% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Apr 14
Now 20% overvalued Over the last 90 days, the stock has fallen 16% to JP¥1,010. The fair value is estimated to be JP¥842, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 29%. Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to JP¥910, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 17x in the Software industry in Japan. Total loss to shareholders of 44% over the past three years. Reported Earnings • Feb 10
First quarter 2026 earnings released: JP¥1.25 loss per share (vs JP¥10.81 profit in 1Q 2025) First quarter 2026 results: JP¥1.25 loss per share (down from JP¥10.81 profit in 1Q 2025). Revenue: JP¥611.0m (down 3.6% from 1Q 2025). Net loss: JP¥3.00m (down 112% from profit in 1Q 2025). New Risk • Dec 29
New minor risk - Share price stability The 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: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥2.63b market cap, or US$16.8m). 공시 • Nov 29
Sumasapo Inc. to Report Q1, 2026 Results on Feb 09, 2026 Sumasapo Inc. announced that they will report Q1, 2026 results on Feb 09, 2026 Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥962, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 4.3% over the past year. Reported Earnings • Nov 17
Full year 2025 earnings released: EPS: JP¥54.05 (vs JP¥44.07 in FY 2024) Full year 2025 results: EPS: JP¥54.05 (up from JP¥44.07 in FY 2024). Revenue: JP¥2.82b (up 5.3% from FY 2024). Net income: JP¥130.0m (up 23% from FY 2024). Profit margin: 4.6% (up from 4.0% in FY 2024). The increase in margin was driven by higher revenue. 공시 • Nov 13
Sumasapo Inc., Annual General Meeting, Dec 19, 2025 Sumasapo Inc., Annual General Meeting, Dec 19, 2025. 공시 • Sep 01
Sumasapo Inc. to Report Fiscal Year 2025 Results on Nov 13, 2025 Sumasapo Inc. announced that they will report fiscal year 2025 results on Nov 13, 2025 Reported Earnings • Aug 08
Third quarter 2025 earnings released: EPS: JP¥28.69 (vs JP¥20.79 in 3Q 2024) Third quarter 2025 results: EPS: JP¥28.69 (up from JP¥20.79 in 3Q 2024). Revenue: JP¥768.0m (up 6.2% from 3Q 2024). Net income: JP¥69.0m (up 38% from 3Q 2024). Profit margin: 9.0% (up from 6.9% in 3Q 2024). The increase in margin was driven by higher revenue. Reported Earnings • May 12
Second quarter 2025 earnings released: EPS: JP¥28.69 (vs JP¥22.04 in 2Q 2024) Second quarter 2025 results: EPS: JP¥28.69 (up from JP¥22.04 in 2Q 2024). Revenue: JP¥790.0m (up 6.2% from 2Q 2024). Net income: JP¥69.0m (up 30% from 2Q 2024). Profit margin: 8.7% (up from 7.1% in 2Q 2024). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥1,046, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 19x in the Software industry in Japan. Total loss to shareholders of 19% over the past year. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥1,096, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 6.6% over the past year. Reported Earnings • Feb 08
First quarter 2025 earnings released: EPS: JP¥10.81 (vs JP¥4.57 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥10.81 (up from JP¥4.57 loss in 1Q 2024). Revenue: JP¥634.0m (up 11% from 1Q 2024). Net income: JP¥26.0m (up JP¥37.0m from 1Q 2024). Profit margin: 4.1% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Reported Earnings • Dec 31
Full year 2024 earnings released: EPS: JP¥44.07 (vs JP¥62.43 loss in FY 2023) Full year 2024 results: EPS: JP¥44.07 (up from JP¥62.43 loss in FY 2023). Revenue: JP¥2.67b (up 37% from FY 2023). Net income: JP¥106.0m (up JP¥253.0m from FY 2023). Profit margin: 4.0% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. 공시 • Nov 15
Sumasapo Inc., Annual General Meeting, Dec 20, 2024 Sumasapo Inc., Annual General Meeting, Dec 20, 2024. 공시 • Sep 27
Sumasapo Inc. to Report Fiscal Year 2024 Results on Nov 14, 2024 Sumasapo Inc. announced that they will report fiscal year 2024 results on Nov 14, 2024 New Risk • Aug 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% 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 Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 67% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.00b market cap, or US$14.0m). Reported Earnings • May 14
Second quarter 2024 earnings released: EPS: JP¥22.04 (vs JP¥12.89 loss in 2Q 2023) Second quarter 2024 results: EPS: JP¥22.04 (up from JP¥12.89 loss in 2Q 2023). Revenue: JP¥744.0m (up 39% from 2Q 2023). Net income: JP¥53.0m (up JP¥84.0m from 2Q 2023). Profit margin: 7.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Reported Earnings • Feb 12
First quarter 2024 earnings released: JP¥4.57 loss per share (vs JP¥16.28 profit in 1Q 2023) First quarter 2024 results: JP¥4.57 loss per share (down from JP¥16.28 profit in 1Q 2023). Revenue: JP¥570.0m (up 21% from 1Q 2023). Net loss: JP¥11.0m (down 131% from profit in 1Q 2023). Reported Earnings • Dec 28
Full year 2023 earnings released: JP¥62.43 loss per share (vs JP¥33.30 profit in FY 2022) Full year 2023 results: JP¥62.43 loss per share (down from JP¥33.30 profit in FY 2022). Revenue: JP¥1.95b (down 4.5% from FY 2022). Net loss: JP¥147.0m (down 301% from profit in FY 2022). 공시 • Nov 11
Sumasapo Inc., Annual General Meeting, Dec 22, 2023 Sumasapo Inc., Annual General Meeting, Dec 22, 2023. 공시 • Sep 02
Sumasapo Inc. to Report Fiscal Year 2023 Results on Nov 14, 2023 Sumasapo Inc. announced that they will report fiscal year 2023 results on Nov 14, 2023 New Risk • Aug 11
New major risk - Revenue and earnings growth Revenue has declined by 3.1% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 (13% average weekly change). Revenue has declined by 3.1% over the past year. Minor Risk Market cap is less than US$100m (JP¥3.99b market cap, or US$27.5m). 공시 • Dec 29
Sumasapo Inc. has completed an IPO in the amount of ¥232 million. Sumasapo Inc. has completed an IPO in the amount of ¥232 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 290,000
Price\Range: ¥800
Discount Per Security: ¥64