View Future GrowthNSD 과거 순이익 실적과거 기준 점검 3/6NSD은 연평균 12.7%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 12.7% 증가했습니다. 매출은 연평균 12.8%의 비율로 증가했습니다. NSD의 자기자본이익률은 17.6%이고 순이익률은 11%입니다.핵심 정보12.73%순이익 성장률13.45%주당순이익(EPS) 성장률IT 산업 성장률14.26%매출 성장률12.84%자기자본이익률17.59%순이익률11.04%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥170 (up from JP¥154 in FY 2025). Revenue: JP¥117.8b (up 9.3% from FY 2025). Net income: JP¥13.0b (up 10% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 6.5% 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 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공지 • Mar 19NSD Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NSD Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥48.00 (vs JP¥41.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥48.00 (up from JP¥41.55 in 3Q 2025). Revenue: JP¥30.2b (up 10% from 3Q 2025). Net income: JP¥3.66b (up 15% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 6.7% 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 whereas the company’s share price has increased by 12% per year.공지 • Dec 19NSD Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026NSD Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥41.67 (vs JP¥36.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥41.67 (up from JP¥36.49 in 2Q 2025). Revenue: JP¥29.3b (up 9.5% from 2Q 2025). Net income: JP¥3.19b (up 14% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.공지 • Sep 21NSD Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025NSD Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025모든 업데이트 보기Recent updatesReported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥170 (up from JP¥154 in FY 2025). Revenue: JP¥117.8b (up 9.3% from FY 2025). Net income: JP¥13.0b (up 10% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 6.5% 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 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공지 • May 08+ 1 more updateNSD Co., Ltd., Annual General Meeting, Jun 25, 2026NSD Co., Ltd., Annual General Meeting, Jun 25, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥94.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).공지 • Mar 19NSD Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NSD Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026분석 기사 • Feb 14NSD (TSE:9759) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥48.00 (vs JP¥41.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥48.00 (up from JP¥41.55 in 3Q 2025). Revenue: JP¥30.2b (up 10% from 3Q 2025). Net income: JP¥3.66b (up 15% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 6.7% 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 whereas the company’s share price has increased by 12% per year.분석 기사 • Jan 30NSD's (TSE:9759) Dividend Will Be Increased To ¥92.00NSD Co., Ltd.'s ( TSE:9759 ) dividend will be increasing from last year's payment of the same period to ¥92.00 on 8th...공지 • Jan 30+ 1 more updateNSD Co., Ltd. Revises Dividend Guidance for the Year Ending March 31, 2026NSD Co., Ltd. revised dividend guidance for the year ending March 31, 2026. for the year end, the company expects dividend of JPY 94.00 per share against JPY 92.00 per share expected previously. Reasons for the revisions: In light of the upward revision of the forecast of the fiscal year ending March 31, 2026 announced and its basic policy of shareholder returns; total return ratio of 70% or more and payout ratio of 50% or more (both consolidated -based), the company will revise its fiscal year end dividend from JPY 92 per share to JPY 94 per share (increase of JPY 7 year on year).분석 기사 • Jan 29Is There An Opportunity With NSD Co., Ltd.'s (TSE:9759) 23% Undervaluation?Key Insights NSD's estimated fair value is JP¥4,253 based on 2 Stage Free Cash Flow to Equity NSD is estimated to be...Buy Or Sell Opportunity • Jan 21Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,362. The fair value is estimated to be JP¥4,220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.5%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.분석 기사 • Dec 19NSD (TSE:9759) Will Pay A Larger Dividend Than Last Year At ¥92.00NSD Co., Ltd.'s ( TSE:9759 ) dividend will be increasing from last year's payment of the same period to ¥92.00 on 8th...공지 • Dec 19NSD Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026NSD Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Buy Or Sell Opportunity • Nov 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to JP¥3,624. The fair value is estimated to be JP¥3,002, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.5%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.분석 기사 • Nov 17NSD (TSE:9759) Is Increasing Its Dividend To ¥92.00The board of NSD Co., Ltd. ( TSE:9759 ) has announced that it will be paying its dividend of ¥92.00 on the 8th of June...분석 기사 • Nov 03NSD (TSE:9759) Is Paying Out A Larger Dividend Than Last YearNSD Co., Ltd. ( TSE:9759 ) has announced that it will be increasing its dividend from last year's comparable payment on...Declared Dividend • Nov 02Dividend of JP¥92.00 announcedShareholders will receive a dividend of JP¥92.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥41.67 (vs JP¥36.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥41.67 (up from JP¥36.49 in 2Q 2025). Revenue: JP¥29.3b (up 9.5% from 2Q 2025). Net income: JP¥3.19b (up 14% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.공지 • Oct 31NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 650,000 shares, representing 0.85% for ¥2,000 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 0.85% of its issued share capital, for ¥2,000 million. The purpose of the program is to implement basic policy of shareholder returns. The program will continue through February 28, 2026. As of September 30, 2025, the company had 76,503,272 issued shares (excluding treasury shares) and 9,496,728 treasury shares.분석 기사 • Oct 16Capital Investment Trends At NSD (TSE:9759) Look StrongFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Sep 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to JP¥3,644. The fair value is estimated to be JP¥3,010, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.Price Target Changed • Sep 22Price target increased by 10% to JP¥3,800Up from JP¥3,450, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,292. Stock is up 2.4% over the past year. The company is forecast to post earnings per share of JP¥164 for next year compared to JP¥154 last year.공지 • Sep 21NSD Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025NSD Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025분석 기사 • Aug 16Does NSD (TSE:9759) Have A Healthy Balance Sheet?TSE:9759 1 Year Share Price vs Fair Value Explore NSD's Fair Values from the Community and select yours Some say...Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥28.54 (vs JP¥27.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.54 (up from JP¥27.19 in 1Q 2025). Revenue: JP¥27.3b (up 8.0% from 1Q 2025). Net income: JP¥2.18b (up 4.4% from 1Q 2025). Profit margin: 8.0% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% 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 10% per year whereas the company’s share price has increased by 12% per year.분석 기사 • Jul 24There's Reason For Concern Over NSD Co., Ltd.'s (TSE:9759) PriceWith a price-to-earnings (or "P/E") ratio of 22.6x NSD Co., Ltd. ( TSE:9759 ) may be sending very bearish signals at...Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥154 (up from JP¥133 in FY 2024). Revenue: JP¥107.8b (up 6.4% from FY 2024). Net income: JP¥11.8b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 6.4% 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 11% per year whereas the company’s share price has increased by 14% per year.공지 • Jun 26NSD Co., Ltd. (TSE:9759) agreed to acquire KC21 Building in Japan from Advance Residence Investment Corporation (TSE:3269) for ¥1.4 billion.NSD Co., Ltd. (TSE:9759) agreed to acquire KC21 Building in Japan from Advance Residence Investment Corporation (TSE:3269) for ¥1.4 billion on June 25, 2025. A cash consideration of ¥1.35 billion will be paid by NSD Co., Ltd. As part of consideration, ¥1.35 billion is paid towards assets of KC21 Building in Japan. The expected completion of the transaction is July 4, 2025.공지 • Jun 21NSD Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025NSD Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥154 (up from JP¥133 in FY 2024). Revenue: JP¥107.8b (up 6.4% from FY 2024). Net income: JP¥11.8b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.공지 • May 08NSD Co., Ltd., Annual General Meeting, Jun 25, 2025NSD Co., Ltd., Annual General Meeting, Jun 25, 2025.분석 기사 • May 07Here's What NSD's (TSE:9759) Strong Returns On Capital MeanWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Apr 20These 4 Measures Indicate That NSD (TSE:9759) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Apr 07Getting In Cheap On NSD Co., Ltd. (TSE:9759) Is UnlikelyWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider NSD...공지 • Mar 26NSD Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025NSD Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥82.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).분석 기사 • Mar 12Is Now The Time To Put NSD (TSE:9759) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Feb 20Estimating The Fair Value Of NSD Co., Ltd. (TSE:9759)Key Insights Using the 2 Stage Free Cash Flow to Equity, NSD fair value estimate is JP¥3,178 Current share price of...Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥41.55 (vs JP¥36.69 in 3Q 2024)Third quarter 2025 results: EPS: JP¥41.55 (up from JP¥36.69 in 3Q 2024). Revenue: JP¥27.4b (up 10% from 3Q 2024). Net income: JP¥3.19b (up 13% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 6.8% 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 12% per year whereas the company’s share price has increased by 16% per year.분석 기사 • Jan 08Is NSD (TSE:9759) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥36.48 (vs JP¥35.24 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.48 (up from JP¥35.24 in 2Q 2024). Revenue: JP¥26.8b (up 1.7% from 2Q 2024). Net income: JP¥2.81b (up 3.5% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 7.2% 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 14% per year whereas the company’s share price has increased by 15% per year.분석 기사 • Oct 25Here's Why We Think NSD (TSE:9759) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Oct 09NSD Co., Ltd.'s (TSE:9759) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider NSD...분석 기사 • Sep 25Investors Shouldn't Overlook The Favourable Returns On Capital At NSD (TSE:9759)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...공지 • Sep 20NSD Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024NSD Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Buy Or Sell Opportunity • Aug 05Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,654. The fair value is estimated to be JP¥3,706, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥27.19 (vs JP¥21.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥27.19 (up from JP¥21.96 in 1Q 2024). Revenue: JP¥25.3b (up 5.3% from 1Q 2024). Net income: JP¥2.09b (up 24% from 1Q 2024). Profit margin: 8.3% (up from 7.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% 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 16% per year and the company’s share price has also increased by 16% per year.분석 기사 • Jul 27NSD (TSE:9759) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공지 • Jun 20NSD Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024NSD Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024분석 기사 • May 31NSD Co., Ltd.'s (TSE:9759) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider NSD...Price Target Changed • May 28Price target decreased by 7.5% to JP¥3,100Down from JP¥3,350, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥2,752. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of JP¥142 for next year compared to JP¥133 last year.분석 기사 • May 12Here's What Analysts Are Forecasting For NSD Co., Ltd. (TSE:9759) After Its Full-Year ResultsNSD Co., Ltd. ( TSE:9759 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9% to...공지 • May 10NSD Co., Ltd., Annual General Meeting, Jun 26, 2024NSD Co., Ltd., Annual General Meeting, Jun 26, 2024.분석 기사 • May 09Investors Shouldn't Overlook The Favourable Returns On Capital At NSD (TSE:9759)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • May 09Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥133 (up from JP¥132 in FY 2023). Revenue: JP¥101.3b (up 30% from FY 2023). Net income: JP¥10.3b (flat on FY 2023). Profit margin: 10% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.공지 • Mar 27NSD Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024NSD Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024분석 기사 • Mar 22We Think NSD (TSE:9759) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥36.69 (vs JP¥34.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.69 (up from JP¥34.08 in 3Q 2023). Revenue: JP¥24.9b (up 28% from 3Q 2023). Net income: JP¥2.83b (up 8.0% from 3Q 2023). Profit margin: 11% (down from 13% in 3Q 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 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공지 • Feb 07NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 270,000 shares, representing 0.35% for ¥700 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 270,000 shares, representing 0.35% of its issued share capital, for ¥700 million. The purpose of the program is to return profits to all shareholders. The shares repurchased will be cancelled. The program will continue through March 15, 2024. As of December 31, 2023, the company had 77,131,930 issued shares (excluding treasury shares) and 9,868,070 treasury shares.공지 • Dec 20NSD Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024NSD Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Price Target Changed • Nov 21Price target increased by 7.8% to JP¥3,450Up from JP¥3,200, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥2,707. Stock is up 5.9% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥132 last year.Reported Earnings • Nov 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥35.24 (down from JP¥44.59 in 2Q 2023). Revenue: JP¥26.3b (up 37% from 2Q 2023). Net income: JP¥2.71b (down 21% from 2Q 2023). Profit margin: 10% (down from 18% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 8.6% 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 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공지 • Sep 21NSD Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023NSD Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023공지 • Sep 15NSD Co., Ltd. has completed a Follow-on Equity Offering in the amount of ¥9.738378 billion.NSD Co., Ltd. has completed a Follow-on Equity Offering in the amount of ¥9.738378 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 3,960,300 Price\Range: ¥2459공지 • Aug 26NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 430,000 shares, representing 0.56% for ¥1,000 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 430,000 shares, representing 0.56% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to return profits to all shareholders. The program will continue through October 20, 2023. As of June 30, 2023, the company had 76,868,180 issued shares and 10,131,820 treasury shares.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥21.96 (vs JP¥23.04 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.96 (down from JP¥23.04 in 1Q 2023). Revenue: JP¥24.0b (up 29% from 1Q 2023). Net income: JP¥1.69b (down 5.9% from 1Q 2023). Profit margin: 7.0% (down from 9.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% 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 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 04Price target increased by 14% to JP¥3,200Up from JP¥2,800, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥2,822. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥132 last year.공지 • Jun 22NSD Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023NSD Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Price Target Changed • Jun 14Price target increased by 9.6% to JP¥2,900Up from JP¥2,645, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,853. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥132 last year.Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥132 (up from JP¥99.36 in FY 2022). Revenue: JP¥78.0b (up 9.5% from FY 2022). Net income: JP¥10.2b (up 31% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 9.6% 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 19% per year whereas the company’s share price has increased by 17% per year.공지 • May 10NSD Co., Ltd. (TSE:9759) completed the acquisition of a 91.6% stake in NHOSA Corporation from a group of sellers.NSD Co., Ltd. (TSE:9759) executed a share transfer agreement to acquire a 91.6% stake in NHOSA Corporation group of seller on March 31, 2023. As part of the transaction, NSD will acquire 1,999,840 shares from Sunrise Capital III, L.P., Sunrise Capital III (JPY), L.P, and Sunrise Capital III (Non-US), L.P managed by CLSA Capital Partners, EPARK, Inc., Nobuhiro Kuzuhara and Hitoki Ishihama. The transaction was resolved by the board of directors of NSD on February 22, 2023. The transaction is expected to complete on May 9, 2023.NSD Co., Ltd. (TSE:9759) completed the acquisition of a 91.6% stake in NHOSA Corporation from a group of sellers on May 9, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 June 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥34.08 (vs JP¥27.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.08 (up from JP¥27.92 in 3Q 2022). Revenue: JP¥19.5b (up 8.8% from 3Q 2022). Net income: JP¥2.62b (up 19% from 3Q 2022). Profit margin: 13% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공지 • Dec 23NSD Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023NSD Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Major Estimate Revision • Nov 18Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥76.4b to JP¥77.5b. EPS estimate increased from JP¥109 to JP¥127 per share. Net income forecast to shrink 1.6% next year vs 12% growth forecast for IT industry in Japan . Consensus price target of JP¥2,900 unchanged from last update. Share price fell 3.7% to JP¥2,544 over the past week.Price Target Changed • Nov 16Price target increased to JP¥2,900Up from JP¥2,645, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥2,558. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥99.36 last year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Toru Takeuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥44.59 (up from JP¥24.15 in 2Q 2022). Revenue: JP¥19.2b (up 9.8% from 2Q 2022). Net income: JP¥3.45b (up 81% from 2Q 2022). Profit margin: 18% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.공지 • Oct 05NSD Co., Ltd. (TSE:9759) acquired Trigger Inc.NSD Co., Ltd. (TSE:9759) acquired Trigger Inc. on October 3, 2022. Naoki Matsumoto will continue to serve as President and Representative Director of Trigger Inc. NSD Co., Ltd. (TSE:9759) completed the acquisition of Trigger Inc. on October 3, 2022.Buying Opportunity • Sep 26Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be JP¥3,089, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.공지 • Sep 24NSD Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022NSD Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022공지 • Aug 26NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 1,060,000 shares, representing 1.36% for ¥2,500 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 1,060,000 shares, representing 1.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,500 million. The purpose of the program is as part of shareholder returns. The program will continue through October 7, 2022. As of July 31, 2022, the company had 77,881,890 issued shares and 12,118,110 treasury shares.Buying Opportunity • Aug 24Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥3,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.Price Target Changed • Aug 17Price target increased to JP¥2,900Up from JP¥2,645, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥2,530. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥99.36 last year.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥23.04 (vs JP¥20.12 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.04 (up from JP¥20.12 in 1Q 2022). Revenue: JP¥18.6b (up 10% from 1Q 2022). Net income: JP¥1.79b (up 13% from 1Q 2022). Profit margin: 9.6% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 5.6%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jul 22Price target increased to JP¥2,645Up from JP¥2,400, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,541. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥107 for next year compared to JP¥99.36 last year.Board Change • Jul 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Toru Takeuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공지 • Jun 24NSD Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022NSD Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022Buying Opportunity • May 19Now 20% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be JP¥2,709, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.공지 • May 12NSD Co., Ltd., Annual General Meeting, Jun 24, 2022NSD Co., Ltd., Annual General Meeting, Jun 24, 2022.Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥99.36 (up from JP¥80.09 in FY 2021). Revenue: JP¥71.2b (up 7.6% from FY 2021). Net income: JP¥7.82b (up 23% from FY 2021). Profit margin: 11% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 5.1%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. 1 highly experienced director. President, CEO & Representative Director Yoshikazu Imajo is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공지 • Apr 01NSD Co., Ltd. to Report Fiscal Year 2022 Results on May 09, 2022NSD Co., Ltd. announced that they will report fiscal year 2022 results on May 09, 2022Board Change • Mar 23High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. 1 highly experienced director. President, CEO & Representative Director Yoshikazu Imajo is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Buying Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be JP¥2,624, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% per annum over the last 3 years. Earnings per share has grown by 9.3% per annum over the last 3 years.공지 • Mar 05NSD Co., Ltd Ordinary Shares to Be Deleted from Other OTCNSD Co., Ltd. (NIPPON SYSTEM DEVELOPMENT CO LTD) Ordinary Shares will be deleted from other OTC effective from March 4, 2022 due to Inactive Security.매출 및 비용 세부 내역NSD가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:9759 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26117,81313,0098,36038331 Dec 25115,14312,7398,07942330 Sep 25112,34612,2678,00444030 Jun 25109,80811,8877,90651431 Mar 25107,79111,7958,03050131 Dec 24105,52311,1208,10542230 Sep 24102,98010,7588,14234330 Jun 24102,53710,6648,08028131 Mar 24101,26310,2627,41923631 Dec 2395,9679,5866,72522430 Sep 2390,5489,3775,99723530 Jun 2383,39510,1135,16622031 Mar 2377,98210,2194,67819031 Dec 2276,2029,9934,45717930 Sep 2274,6219,5744,21515930 Jun 2272,9038,0284,17718431 Mar 2271,1887,8234,13018431 Dec 2169,3997,3914,07715430 Sep 2167,9416,9864,01513730 Jun 2166,8546,5903,99411431 Mar 2166,1846,3733,95311831 Dec 2065,3666,4503,94914730 Sep 2065,4886,3974,01914530 Jun 2065,5026,5634,03115231 Mar 2065,0636,3144,09815531 Dec 1964,5856,1564,15014130 Sep 1963,5816,0664,15615330 Jun 1962,6025,7354,17115631 Mar 1961,9445,8174,20415731 Dec 1861,0165,7344,14115330 Sep 1859,8305,6034,03112030 Jun 1858,9295,4473,90310331 Mar 1858,0805,3683,7746531 Dec 1757,7805,3263,6835930 Sep 1757,1404,9303,8048330 Jun 1756,2004,8503,8769331 Mar 1755,2344,5433,99814731 Dec 1654,1573,9254,06019030 Sep 1653,6623,4714,04322830 Jun 1652,9493,3074,05626131 Mar 1651,5853,1104,11326331 Dec 1549,6102,8914,01626630 Sep 1547,4743,1903,93125730 Jun 1544,9763,1123,792244양질의 수익: 9759는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 9759의 현재 순 이익률 (11%)은 지난해 (10.9%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 9759의 수익은 지난 5년 동안 연평균 12.7% 증가했습니다.성장 가속화: 지난 1년간 9759 의 수익 증가율(10.3%)은 5년 평균(연간 12.7%)보다 낮습니다.수익 대 산업: 9759의 지난 1년 수익 증가율(10.3%)은 IT 업계 평균(16.4%)을 능가하지 못했습니다.자기자본이익률높은 ROE: 9759의 자본 수익률(17.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/09 03:04종가2026/05/08 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 소스NSD Co., Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shingo KumazawaDaiwa Securities Co. Ltd.Teruo IsozakiIchiyoshi Research Institute Inc.
Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥170 (up from JP¥154 in FY 2025). Revenue: JP¥117.8b (up 9.3% from FY 2025). Net income: JP¥13.0b (up 10% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 6.5% 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 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공지 • Mar 19NSD Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NSD Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥48.00 (vs JP¥41.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥48.00 (up from JP¥41.55 in 3Q 2025). Revenue: JP¥30.2b (up 10% from 3Q 2025). Net income: JP¥3.66b (up 15% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 6.7% 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 whereas the company’s share price has increased by 12% per year.
공지 • Dec 19NSD Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026NSD Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥41.67 (vs JP¥36.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥41.67 (up from JP¥36.49 in 2Q 2025). Revenue: JP¥29.3b (up 9.5% from 2Q 2025). Net income: JP¥3.19b (up 14% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
공지 • Sep 21NSD Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025NSD Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥170 (up from JP¥154 in FY 2025). Revenue: JP¥117.8b (up 9.3% from FY 2025). Net income: JP¥13.0b (up 10% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 6.5% 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 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공지 • May 08+ 1 more updateNSD Co., Ltd., Annual General Meeting, Jun 25, 2026NSD Co., Ltd., Annual General Meeting, Jun 25, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥94.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
공지 • Mar 19NSD Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026NSD Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
분석 기사 • Feb 14NSD (TSE:9759) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥48.00 (vs JP¥41.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥48.00 (up from JP¥41.55 in 3Q 2025). Revenue: JP¥30.2b (up 10% from 3Q 2025). Net income: JP¥3.66b (up 15% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 6.7% 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 whereas the company’s share price has increased by 12% per year.
분석 기사 • Jan 30NSD's (TSE:9759) Dividend Will Be Increased To ¥92.00NSD Co., Ltd.'s ( TSE:9759 ) dividend will be increasing from last year's payment of the same period to ¥92.00 on 8th...
공지 • Jan 30+ 1 more updateNSD Co., Ltd. Revises Dividend Guidance for the Year Ending March 31, 2026NSD Co., Ltd. revised dividend guidance for the year ending March 31, 2026. for the year end, the company expects dividend of JPY 94.00 per share against JPY 92.00 per share expected previously. Reasons for the revisions: In light of the upward revision of the forecast of the fiscal year ending March 31, 2026 announced and its basic policy of shareholder returns; total return ratio of 70% or more and payout ratio of 50% or more (both consolidated -based), the company will revise its fiscal year end dividend from JPY 92 per share to JPY 94 per share (increase of JPY 7 year on year).
분석 기사 • Jan 29Is There An Opportunity With NSD Co., Ltd.'s (TSE:9759) 23% Undervaluation?Key Insights NSD's estimated fair value is JP¥4,253 based on 2 Stage Free Cash Flow to Equity NSD is estimated to be...
Buy Or Sell Opportunity • Jan 21Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,362. The fair value is estimated to be JP¥4,220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.5%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
분석 기사 • Dec 19NSD (TSE:9759) Will Pay A Larger Dividend Than Last Year At ¥92.00NSD Co., Ltd.'s ( TSE:9759 ) dividend will be increasing from last year's payment of the same period to ¥92.00 on 8th...
공지 • Dec 19NSD Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026NSD Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Buy Or Sell Opportunity • Nov 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.6% to JP¥3,624. The fair value is estimated to be JP¥3,002, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.5%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
분석 기사 • Nov 17NSD (TSE:9759) Is Increasing Its Dividend To ¥92.00The board of NSD Co., Ltd. ( TSE:9759 ) has announced that it will be paying its dividend of ¥92.00 on the 8th of June...
분석 기사 • Nov 03NSD (TSE:9759) Is Paying Out A Larger Dividend Than Last YearNSD Co., Ltd. ( TSE:9759 ) has announced that it will be increasing its dividend from last year's comparable payment on...
Declared Dividend • Nov 02Dividend of JP¥92.00 announcedShareholders will receive a dividend of JP¥92.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥41.67 (vs JP¥36.49 in 2Q 2025)Second quarter 2026 results: EPS: JP¥41.67 (up from JP¥36.49 in 2Q 2025). Revenue: JP¥29.3b (up 9.5% from 2Q 2025). Net income: JP¥3.19b (up 14% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
공지 • Oct 31NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 650,000 shares, representing 0.85% for ¥2,000 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 0.85% of its issued share capital, for ¥2,000 million. The purpose of the program is to implement basic policy of shareholder returns. The program will continue through February 28, 2026. As of September 30, 2025, the company had 76,503,272 issued shares (excluding treasury shares) and 9,496,728 treasury shares.
분석 기사 • Oct 16Capital Investment Trends At NSD (TSE:9759) Look StrongFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Sep 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to JP¥3,644. The fair value is estimated to be JP¥3,010, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
Price Target Changed • Sep 22Price target increased by 10% to JP¥3,800Up from JP¥3,450, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥3,292. Stock is up 2.4% over the past year. The company is forecast to post earnings per share of JP¥164 for next year compared to JP¥154 last year.
공지 • Sep 21NSD Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025NSD Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
분석 기사 • Aug 16Does NSD (TSE:9759) Have A Healthy Balance Sheet?TSE:9759 1 Year Share Price vs Fair Value Explore NSD's Fair Values from the Community and select yours Some say...
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥28.54 (vs JP¥27.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥28.54 (up from JP¥27.19 in 1Q 2025). Revenue: JP¥27.3b (up 8.0% from 1Q 2025). Net income: JP¥2.18b (up 4.4% from 1Q 2025). Profit margin: 8.0% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% 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 10% per year whereas the company’s share price has increased by 12% per year.
분석 기사 • Jul 24There's Reason For Concern Over NSD Co., Ltd.'s (TSE:9759) PriceWith a price-to-earnings (or "P/E") ratio of 22.6x NSD Co., Ltd. ( TSE:9759 ) may be sending very bearish signals at...
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥154 (up from JP¥133 in FY 2024). Revenue: JP¥107.8b (up 6.4% from FY 2024). Net income: JP¥11.8b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 6.4% 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 11% per year whereas the company’s share price has increased by 14% per year.
공지 • Jun 26NSD Co., Ltd. (TSE:9759) agreed to acquire KC21 Building in Japan from Advance Residence Investment Corporation (TSE:3269) for ¥1.4 billion.NSD Co., Ltd. (TSE:9759) agreed to acquire KC21 Building in Japan from Advance Residence Investment Corporation (TSE:3269) for ¥1.4 billion on June 25, 2025. A cash consideration of ¥1.35 billion will be paid by NSD Co., Ltd. As part of consideration, ¥1.35 billion is paid towards assets of KC21 Building in Japan. The expected completion of the transaction is July 4, 2025.
공지 • Jun 21NSD Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025NSD Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥154 (up from JP¥133 in FY 2024). Revenue: JP¥107.8b (up 6.4% from FY 2024). Net income: JP¥11.8b (up 15% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 15% per year.
공지 • May 08NSD Co., Ltd., Annual General Meeting, Jun 25, 2025NSD Co., Ltd., Annual General Meeting, Jun 25, 2025.
분석 기사 • May 07Here's What NSD's (TSE:9759) Strong Returns On Capital MeanWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Apr 20These 4 Measures Indicate That NSD (TSE:9759) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Apr 07Getting In Cheap On NSD Co., Ltd. (TSE:9759) Is UnlikelyWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 12x, you may consider NSD...
공지 • Mar 26NSD Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025NSD Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥82.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
분석 기사 • Mar 12Is Now The Time To Put NSD (TSE:9759) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Feb 20Estimating The Fair Value Of NSD Co., Ltd. (TSE:9759)Key Insights Using the 2 Stage Free Cash Flow to Equity, NSD fair value estimate is JP¥3,178 Current share price of...
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥41.55 (vs JP¥36.69 in 3Q 2024)Third quarter 2025 results: EPS: JP¥41.55 (up from JP¥36.69 in 3Q 2024). Revenue: JP¥27.4b (up 10% from 3Q 2024). Net income: JP¥3.19b (up 13% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 6.8% 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 12% per year whereas the company’s share price has increased by 16% per year.
분석 기사 • Jan 08Is NSD (TSE:9759) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥36.48 (vs JP¥35.24 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.48 (up from JP¥35.24 in 2Q 2024). Revenue: JP¥26.8b (up 1.7% from 2Q 2024). Net income: JP¥2.81b (up 3.5% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 7.2% 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 14% per year whereas the company’s share price has increased by 15% per year.
분석 기사 • Oct 25Here's Why We Think NSD (TSE:9759) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Oct 09NSD Co., Ltd.'s (TSE:9759) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider NSD...
분석 기사 • Sep 25Investors Shouldn't Overlook The Favourable Returns On Capital At NSD (TSE:9759)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
공지 • Sep 20NSD Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024NSD Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Buy Or Sell Opportunity • Aug 05Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,654. The fair value is estimated to be JP¥3,706, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥27.19 (vs JP¥21.96 in 1Q 2024)First quarter 2025 results: EPS: JP¥27.19 (up from JP¥21.96 in 1Q 2024). Revenue: JP¥25.3b (up 5.3% from 1Q 2024). Net income: JP¥2.09b (up 24% from 1Q 2024). Profit margin: 8.3% (up from 7.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% 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 16% per year and the company’s share price has also increased by 16% per year.
분석 기사 • Jul 27NSD (TSE:9759) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공지 • Jun 20NSD Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024NSD Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
분석 기사 • May 31NSD Co., Ltd.'s (TSE:9759) Shares May Have Run Too Fast Too SoonWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider NSD...
Price Target Changed • May 28Price target decreased by 7.5% to JP¥3,100Down from JP¥3,350, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥2,752. Stock is up 1.5% over the past year. The company is forecast to post earnings per share of JP¥142 for next year compared to JP¥133 last year.
분석 기사 • May 12Here's What Analysts Are Forecasting For NSD Co., Ltd. (TSE:9759) After Its Full-Year ResultsNSD Co., Ltd. ( TSE:9759 ) shareholders are probably feeling a little disappointed, since its shares fell 3.9% to...
공지 • May 10NSD Co., Ltd., Annual General Meeting, Jun 26, 2024NSD Co., Ltd., Annual General Meeting, Jun 26, 2024.
분석 기사 • May 09Investors Shouldn't Overlook The Favourable Returns On Capital At NSD (TSE:9759)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • May 09Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥133 (up from JP¥132 in FY 2023). Revenue: JP¥101.3b (up 30% from FY 2023). Net income: JP¥10.3b (flat on FY 2023). Profit margin: 10% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
공지 • Mar 27NSD Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024NSD Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
분석 기사 • Mar 22We Think NSD (TSE:9759) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥36.69 (vs JP¥34.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥36.69 (up from JP¥34.08 in 3Q 2023). Revenue: JP¥24.9b (up 28% from 3Q 2023). Net income: JP¥2.83b (up 8.0% from 3Q 2023). Profit margin: 11% (down from 13% in 3Q 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 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공지 • Feb 07NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 270,000 shares, representing 0.35% for ¥700 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 270,000 shares, representing 0.35% of its issued share capital, for ¥700 million. The purpose of the program is to return profits to all shareholders. The shares repurchased will be cancelled. The program will continue through March 15, 2024. As of December 31, 2023, the company had 77,131,930 issued shares (excluding treasury shares) and 9,868,070 treasury shares.
공지 • Dec 20NSD Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024NSD Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Price Target Changed • Nov 21Price target increased by 7.8% to JP¥3,450Up from JP¥3,200, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥2,707. Stock is up 5.9% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥132 last year.
Reported Earnings • Nov 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥35.24 (down from JP¥44.59 in 2Q 2023). Revenue: JP¥26.3b (up 37% from 2Q 2023). Net income: JP¥2.71b (down 21% from 2Q 2023). Profit margin: 10% (down from 18% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 8.6% 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 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공지 • Sep 21NSD Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023NSD Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
공지 • Sep 15NSD Co., Ltd. has completed a Follow-on Equity Offering in the amount of ¥9.738378 billion.NSD Co., Ltd. has completed a Follow-on Equity Offering in the amount of ¥9.738378 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 3,960,300 Price\Range: ¥2459
공지 • Aug 26NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 430,000 shares, representing 0.56% for ¥1,000 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 430,000 shares, representing 0.56% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to return profits to all shareholders. The program will continue through October 20, 2023. As of June 30, 2023, the company had 76,868,180 issued shares and 10,131,820 treasury shares.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥21.96 (vs JP¥23.04 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.96 (down from JP¥23.04 in 1Q 2023). Revenue: JP¥24.0b (up 29% from 1Q 2023). Net income: JP¥1.69b (down 5.9% from 1Q 2023). Profit margin: 7.0% (down from 9.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% 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 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 04Price target increased by 14% to JP¥3,200Up from JP¥2,800, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥2,822. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥116 for next year compared to JP¥132 last year.
공지 • Jun 22NSD Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023NSD Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Price Target Changed • Jun 14Price target increased by 9.6% to JP¥2,900Up from JP¥2,645, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,853. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥119 for next year compared to JP¥132 last year.
Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥132 (up from JP¥99.36 in FY 2022). Revenue: JP¥78.0b (up 9.5% from FY 2022). Net income: JP¥10.2b (up 31% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Revenue is forecast to grow 9.6% 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 19% per year whereas the company’s share price has increased by 17% per year.
공지 • May 10NSD Co., Ltd. (TSE:9759) completed the acquisition of a 91.6% stake in NHOSA Corporation from a group of sellers.NSD Co., Ltd. (TSE:9759) executed a share transfer agreement to acquire a 91.6% stake in NHOSA Corporation group of seller on March 31, 2023. As part of the transaction, NSD will acquire 1,999,840 shares from Sunrise Capital III, L.P., Sunrise Capital III (JPY), L.P, and Sunrise Capital III (Non-US), L.P managed by CLSA Capital Partners, EPARK, Inc., Nobuhiro Kuzuhara and Hitoki Ishihama. The transaction was resolved by the board of directors of NSD on February 22, 2023. The transaction is expected to complete on May 9, 2023.NSD Co., Ltd. (TSE:9759) completed the acquisition of a 91.6% stake in NHOSA Corporation from a group of sellers on May 9, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 June 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥34.08 (vs JP¥27.92 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.08 (up from JP¥27.92 in 3Q 2022). Revenue: JP¥19.5b (up 8.8% from 3Q 2022). Net income: JP¥2.62b (up 19% from 3Q 2022). Profit margin: 13% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공지 • Dec 23NSD Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023NSD Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Major Estimate Revision • Nov 18Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥76.4b to JP¥77.5b. EPS estimate increased from JP¥109 to JP¥127 per share. Net income forecast to shrink 1.6% next year vs 12% growth forecast for IT industry in Japan . Consensus price target of JP¥2,900 unchanged from last update. Share price fell 3.7% to JP¥2,544 over the past week.
Price Target Changed • Nov 16Price target increased to JP¥2,900Up from JP¥2,645, the current price target is an average from 2 analysts. New target price is 13% above last closing price of JP¥2,558. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥99.36 last year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Toru Takeuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: JP¥44.59 (up from JP¥24.15 in 2Q 2022). Revenue: JP¥19.2b (up 9.8% from 2Q 2022). Net income: JP¥3.45b (up 81% from 2Q 2022). Profit margin: 18% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 15% per year.
공지 • Oct 05NSD Co., Ltd. (TSE:9759) acquired Trigger Inc.NSD Co., Ltd. (TSE:9759) acquired Trigger Inc. on October 3, 2022. Naoki Matsumoto will continue to serve as President and Representative Director of Trigger Inc. NSD Co., Ltd. (TSE:9759) completed the acquisition of Trigger Inc. on October 3, 2022.
Buying Opportunity • Sep 26Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be JP¥3,089, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.
공지 • Sep 24NSD Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022NSD Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
공지 • Aug 26NSD Co., Ltd. (TSE:9759) announces an Equity Buyback for 1,060,000 shares, representing 1.36% for ¥2,500 million.NSD Co., Ltd. (TSE:9759) announces a share repurchase program. Under the program, the company will repurchase up to 1,060,000 shares, representing 1.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,500 million. The purpose of the program is as part of shareholder returns. The program will continue through October 7, 2022. As of July 31, 2022, the company had 77,881,890 issued shares and 12,118,110 treasury shares.
Buying Opportunity • Aug 24Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be JP¥3,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.
Price Target Changed • Aug 17Price target increased to JP¥2,900Up from JP¥2,645, the current price target is an average from 2 analysts. New target price is 15% above last closing price of JP¥2,530. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥99.36 last year.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥23.04 (vs JP¥20.12 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.04 (up from JP¥20.12 in 1Q 2022). Revenue: JP¥18.6b (up 10% from 1Q 2022). Net income: JP¥1.79b (up 13% from 1Q 2022). Profit margin: 9.6% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 5.6%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jul 22Price target increased to JP¥2,645Up from JP¥2,400, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,541. Stock is up 37% over the past year. The company is forecast to post earnings per share of JP¥107 for next year compared to JP¥99.36 last year.
Board Change • Jul 10Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Toru Takeuchi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공지 • Jun 24NSD Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022NSD Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
Buying Opportunity • May 19Now 20% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be JP¥2,709, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.
공지 • May 12NSD Co., Ltd., Annual General Meeting, Jun 24, 2022NSD Co., Ltd., Annual General Meeting, Jun 24, 2022.
Reported Earnings • May 11Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥99.36 (up from JP¥80.09 in FY 2021). Revenue: JP¥71.2b (up 7.6% from FY 2021). Net income: JP¥7.82b (up 23% from FY 2021). Profit margin: 11% (up from 9.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 5.1%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. 1 highly experienced director. President, CEO & Representative Director Yoshikazu Imajo is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공지 • Apr 01NSD Co., Ltd. to Report Fiscal Year 2022 Results on May 09, 2022NSD Co., Ltd. announced that they will report fiscal year 2022 results on May 09, 2022
Board Change • Mar 23High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. 1 highly experienced director. President, CEO & Representative Director Yoshikazu Imajo is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥52.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Buying Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be JP¥2,624, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% per annum over the last 3 years. Earnings per share has grown by 9.3% per annum over the last 3 years.
공지 • Mar 05NSD Co., Ltd Ordinary Shares to Be Deleted from Other OTCNSD Co., Ltd. (NIPPON SYSTEM DEVELOPMENT CO LTD) Ordinary Shares will be deleted from other OTC effective from March 4, 2022 due to Inactive Security.