View ValuationNippon Kodoshi 향후 성장Future 기준 점검 3/6Nippon Kodoshi은 연간 수입과 매출이 각각 12.6%와 8.9% 증가할 것으로 예상되고 EPS는 연간 12.6%만큼 증가할 것으로 예상됩니다.핵심 정보12.6%이익 성장률12.62%EPS 성장률Electronic 이익 성장11.8%매출 성장률8.9%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트28 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Feb 06Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥16.5b to JP¥16.0b. EPS estimate also fell from JP¥197 per share to JP¥169 per share. Net income forecast to grow 22% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,000 to JP¥2,800. Share price fell 4.3% to JP¥1,812 over the past week.분석 기사 • Feb 02Nippon Kodoshi Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedNippon Kodoshi Corporation ( TSE:3891 ) shareholders are probably feeling a little disappointed, since its shares fell...Major Estimate Revision • Aug 02Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥179 to JP¥207. Revenue forecast unchanged at JP¥16.0b. Net income forecast to grow 49% next year vs 12% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥2,700 to JP¥3,000. Share price was steady at JP¥2,150 over the past week.분석 기사 • Apr 28Nippon Kodoshi Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for Nippon Kodoshi Corporation ( TSE:3891 ) shareholders, because the company has just released...Price Target Changed • Apr 26Price target increased by 8.0% to JP¥2,700Up from JP¥2,500, the current price target is provided by 1 analyst. New target price is 37% above last closing price of JP¥1,976. Stock is up 0.2% over the past year. The company is forecast to post earnings per share of JP¥179 for next year compared to JP¥139 last year.Major Estimate Revision • Feb 07Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥16.0b to JP¥15.0b. EPS estimate also fell from JP¥179 per share to JP¥151 per share. Net income forecast to grow 5.8% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price fell 6.8% to JP¥1,717 over the past week.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥7,460, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 301% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,396 per share.Reported Earnings • Apr 25Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥251 (up from JP¥168 in FY 2025). Revenue: JP¥18.6b (up 16% from FY 2025). Net income: JP¥2.64b (up 48% from FY 2025). Profit margin: 14% (up from 11% in FY 2025). 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 11%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 24Nippon Kodoshi Corporation, Annual General Meeting, Jun 24, 2026Nippon Kodoshi Corporation, Annual General Meeting, Jun 24, 2026.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥5,150, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 185% over the past three years.공시 • Apr 21Nippon Kodoshi Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Nippon Kodoshi Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026New Risk • Mar 30New 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 9.3% 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 (9.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,060, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 126% over the past three years.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥72.44 (vs JP¥35.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥72.44 (up from JP¥35.15 in 3Q 2025). Revenue: JP¥4.54b (up 14% from 3Q 2025). Net income: JP¥764.0m (up 104% from 3Q 2025). Profit margin: 17% (up from 9.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.New Risk • Jan 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 5.4% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change).분석 기사 • Dec 25Nippon Kodoshi Corporation (TSE:3891) Looks Just Right With A 25% Price JumpDespite an already strong run, Nippon Kodoshi Corporation ( TSE:3891 ) shares have been powering on, with a gain of 25...공시 • Dec 23Nippon Kodoshi Corporation to Report Q3, 2026 Results on Jan 29, 2026Nippon Kodoshi Corporation announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥61.25 (vs JP¥49.43 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.25 (up from JP¥49.43 in 2Q 2025). Revenue: JP¥4.70b (up 8.9% from 2Q 2025). Net income: JP¥646.0m (up 23% from 2Q 2025). Profit margin: 14% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,730, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 51% over the past three years.분석 기사 • Oct 30Market Still Lacking Some Conviction On Nippon Kodoshi Corporation (TSE:3891)There wouldn't be many who think Nippon Kodoshi Corporation's ( TSE:3891 ) price-to-earnings (or "P/E") ratio of 15.6x...Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).공시 • Sep 17Nippon Kodoshi Corporation to Report Q2, 2026 Results on Oct 30, 2025Nippon Kodoshi Corporation announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥56.67 (vs JP¥61.79 in 1Q 2025)First quarter 2026 results: EPS: JP¥56.67 (down from JP¥61.79 in 1Q 2025). Revenue: JP¥4.65b (up 19% from 1Q 2025). Net income: JP¥597.0m (down 9.1% from 1Q 2025). Profit margin: 13% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 20Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥168 (up from JP¥139 in FY 2024). Revenue: JP¥16.0b (up 8.1% from FY 2024). Net income: JP¥1.78b (up 20% from FY 2024). Profit margin: 11% (up from 10.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Jun 12Nippon Kodoshi Corporation to Report Q1, 2026 Results on Jul 31, 2025Nippon Kodoshi Corporation announced that they will report Q1, 2026 results on Jul 31, 2025분석 기사 • May 07Market Might Still Lack Some Conviction On Nippon Kodoshi Corporation (TSE:3891) Even After 31% Share Price BoostThose holding Nippon Kodoshi Corporation ( TSE:3891 ) shares would be relieved that the share price has rebounded 31...Reported Earnings • Apr 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥168 (up from JP¥139 in FY 2024). Revenue: JP¥16.0b (up 8.1% from FY 2024). Net income: JP¥1.78b (up 20% from FY 2024). Profit margin: 11% (up from 10.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Apr 24Nippon Kodoshi Corporation, Annual General Meeting, Jun 19, 2025Nippon Kodoshi Corporation, Annual General Meeting, Jun 19, 2025.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥14.5b market cap, or US$99.0m).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,496, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 24% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).공시 • Mar 18Nippon Kodoshi Corporation (TSE:3891) announces an Equity Buyback for 120,000 shares, representing 1.13% for ¥240 million.Nippon Kodoshi Corporation (TSE:3891) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 1.13% of its issued share capital (excluding treasury stock), for a total purchase price of ¥240 million. The shares will be repurchased at closing price of March 17, 2025. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of December 31, 2024, the company has 10,640,667 issued shares (excluding treasury stock) and 163,915 treasury shares.공시 • Mar 08Nippon Kodoshi Corporation to Report Fiscal Year 2025 Results on Apr 24, 2025Nippon Kodoshi Corporation announced that they will report fiscal year 2025 results on Apr 24, 2025Major Estimate Revision • Feb 06Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥16.5b to JP¥16.0b. EPS estimate also fell from JP¥197 per share to JP¥169 per share. Net income forecast to grow 22% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,000 to JP¥2,800. Share price fell 4.3% to JP¥1,812 over the past week.분석 기사 • Feb 02Nippon Kodoshi Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedNippon Kodoshi Corporation ( TSE:3891 ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥35.15 (vs JP¥23.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.15 (up from JP¥23.51 in 3Q 2024). Revenue: JP¥3.97b (up 14% from 3Q 2024). Net income: JP¥374.0m (up 50% from 3Q 2024). Profit margin: 9.4% (up from 7.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Dec 12Nippon Kodoshi Corporation to Report Q3, 2025 Results on Jan 30, 2025Nippon Kodoshi Corporation announced that they will report Q3, 2025 results on Jan 30, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥49.43 (vs JP¥47.21 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.43 (up from JP¥47.21 in 2Q 2024). Revenue: JP¥4.32b (up 14% from 2Q 2024). Net income: JP¥526.0m (up 4.8% from 2Q 2024). Profit margin: 12% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.공시 • Sep 20Nippon Kodoshi Corporation to Report Q2, 2025 Results on Oct 31, 2024Nippon Kodoshi Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).분석 기사 • Aug 05Take Care Before Jumping Onto Nippon Kodoshi Corporation (TSE:3891) Even Though It's 27% CheaperNippon Kodoshi Corporation ( TSE:3891 ) shares have had a horrible month, losing 27% after a relatively good period...Reported Earnings • Aug 03First quarter 2025 earnings released: EPS: JP¥61.79 (vs JP¥55.87 in 1Q 2024)First quarter 2025 results: EPS: JP¥61.79 (up from JP¥55.87 in 1Q 2024). Revenue: JP¥3.90b (down 2.5% from 1Q 2024). Net income: JP¥657.0m (up 10% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.New Risk • Aug 02New 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 5.4% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).Major Estimate Revision • Aug 02Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥179 to JP¥207. Revenue forecast unchanged at JP¥16.0b. Net income forecast to grow 49% next year vs 12% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥2,700 to JP¥3,000. Share price was steady at JP¥2,150 over the past week.Buy Or Sell Opportunity • Jul 18Now 23% undervaluedOver the last 90 days, the stock has risen 18% to JP¥2,247. The fair value is estimated to be JP¥2,904, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Reported Earnings • Jun 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥139 (down from JP¥229 in FY 2023). Revenue: JP¥14.8b (down 16% from FY 2023). Net income: JP¥1.48b (down 40% from FY 2023). Profit margin: 10.0% (down from 14% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.공시 • Jun 23Nippon Kodoshi Corporation to Report Q1, 2025 Results on Jul 31, 2024Nippon Kodoshi Corporation announced that they will report Q1, 2025 results on Jul 31, 2024Buy Or Sell Opportunity • May 29Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥2,000. The fair value is estimated to be JP¥2,509, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.분석 기사 • Apr 28Nippon Kodoshi Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for Nippon Kodoshi Corporation ( TSE:3891 ) shareholders, because the company has just released...공시 • Apr 27Nippon Kodoshi Corporation, Annual General Meeting, Jun 20, 2024Nippon Kodoshi Corporation, Annual General Meeting, Jun 20, 2024.Price Target Changed • Apr 26Price target increased by 8.0% to JP¥2,700Up from JP¥2,500, the current price target is provided by 1 analyst. New target price is 37% above last closing price of JP¥1,976. Stock is up 0.2% over the past year. The company is forecast to post earnings per share of JP¥179 for next year compared to JP¥139 last year.Buy Or Sell Opportunity • Apr 26Now 22% undervaluedOver the last 90 days, the stock has risen 7.2% to JP¥1,976. The fair value is estimated to be JP¥2,547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥139 (down from JP¥229 in FY 2023). Revenue: JP¥14.8b (down 16% from FY 2023). Net income: JP¥1.48b (down 40% from FY 2023). Profit margin: 10.0% (down from 14% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 17% per year.Buy Or Sell Opportunity • Mar 27Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,855. The fair value is estimated to be JP¥2,324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).공시 • Mar 09Nippon Kodoshi Corporation to Report Fiscal Year 2024 Results on Apr 24, 2024Nippon Kodoshi Corporation announced that they will report fiscal year 2024 results on Apr 24, 2024Buy Or Sell Opportunity • Mar 08Now 21% undervaluedOver the last 90 days, the stock has risen 4.6% to JP¥1,827. The fair value is estimated to be JP¥2,314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Major Estimate Revision • Feb 07Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥16.0b to JP¥15.0b. EPS estimate also fell from JP¥179 per share to JP¥151 per share. Net income forecast to grow 5.8% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price fell 6.8% to JP¥1,717 over the past week.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥23.51 (vs JP¥51.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.51 (down from JP¥51.43 in 3Q 2023). Revenue: JP¥3.48b (down 23% from 3Q 2023). Net income: JP¥250.0m (down 55% from 3Q 2023). Profit margin: 7.2% (down from 12% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Buying Opportunity • Jan 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be JP¥2,217, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 4.7% in the next 2 years.공시 • Dec 23Nippon Kodoshi Corporation to Report Q3, 2024 Results on Jan 31, 2024Nippon Kodoshi Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Buying Opportunity • Nov 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥2,274, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 4.7% in the next 2 years.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥47.21 (vs JP¥61.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥47.21 (down from JP¥61.46 in 2Q 2023). Revenue: JP¥3.80b (down 12% from 2Q 2023). Net income: JP¥502.0m (down 24% from 2Q 2023). Profit margin: 13% (down from 15% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).공시 • Sep 14Nippon Kodoshi Corporation to Report Q2, 2024 Results on Oct 31, 2023Nippon Kodoshi Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Buying Opportunity • Aug 17Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be JP¥2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥55.87 (vs JP¥87.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.87 (down from JP¥87.91 in 1Q 2023). Revenue: JP¥4.00b (down 15% from 1Q 2023). Net income: JP¥597.0m (down 37% from 1Q 2023). Profit margin: 15% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • Jun 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥229 (down from JP¥271 in FY 2022). Revenue: JP¥17.6b (down 2.7% from FY 2022). Net income: JP¥2.47b (down 15% from FY 2022). Profit margin: 14% (down from 16% in FY 2022). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공시 • Jun 26Nippon Kodoshi Corporation to Report Q1, 2024 Results on Jul 31, 2023Nippon Kodoshi Corporation announced that they will report Q1, 2024 results on Jul 31, 2023Price Target Changed • May 07Price target decreased by 17% to JP¥2,500Down from JP¥3,000, the current price target is provided by 1 analyst. New target price is 26% above last closing price of JP¥1,991. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥229 last year.Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥229 (down from JP¥271 in FY 2022). Revenue: JP¥17.6b (down 2.7% from FY 2022). Net income: JP¥2.47b (down 15% from FY 2022). Profit margin: 14% (down from 16% in FY 2022). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 33% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥51.43 (vs JP¥69.79 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.43 (down from JP¥69.79 in 3Q 2022). Revenue: JP¥4.51b (up 1.5% from 3Q 2022). Net income: JP¥554.0m (down 26% from 3Q 2022). Profit margin: 12% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Dec 18Nippon Kodoshi Corporation to Report Q3, 2023 Results on Jan 31, 2023Nippon Kodoshi Corporation announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less 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: 5 new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Outside Audit & Supervisory Board Member Satoru Terada is the most experienced director on the board, commencing their role in 2015. Independent Outside Director Takaaki Iwaki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥61.46 (vs JP¥60.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.46 (up from JP¥60.40 in 2Q 2022). Revenue: JP¥4.31b (down 2.7% from 2Q 2022). Net income: JP¥662.0m (up 1.8% from 2Q 2022). Profit margin: 15% (in line with 2Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Sep 28Nippon Kodoshi Corporation to Report Q2, 2023 Results on Oct 31, 2022Nippon Kodoshi Corporation announced that they will report Q2, 2023 results on Oct 31, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥87.91 (vs JP¥86.65 in 1Q 2022)First quarter 2023 results: EPS: JP¥87.91 (up from JP¥86.65 in 1Q 2022). Revenue: JP¥4.69b (flat on 1Q 2022). Net income: JP¥946.0m (up 1.5% from 1Q 2022). Profit margin: 20% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 5.9%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Jun 24Nippon Kodoshi Corporation to Report Q1, 2023 Results on Jul 29, 2022Nippon Kodoshi Corporation announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥271 (up from JP¥186 in FY 2021). Revenue: JP¥18.1b (up 14% from FY 2021). Net income: JP¥2.92b (up 46% from FY 2021). Profit margin: 16% (up from 13% 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 4.2%. Over the next year, revenue is forecast to grow 2.4%, compared to a 8.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to JP¥3,000Down from JP¥4,500, the current price target is provided by 1 analyst. New target price is 51% above last closing price of JP¥1,982. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥186 last year.Board Change • Apr 27Less than half of directors are independentThere are 6 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: 6 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Outside Audit & Supervisory Board Member Satoru Terada is the most experienced director on the board, commencing their role in 2015. Independent Outside Director Takaaki Iwaki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Apr 07Nippon Kodoshi Corporation to Report Fiscal Year 2022 Results on Apr 26, 2022Nippon Kodoshi Corporation announced that they will report fiscal year 2022 results on Apr 26, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 17 June 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥69.79 (up from JP¥50.39 in 3Q 2021). Revenue: JP¥4.45b (flat on 3Q 2021). Net income: JP¥751.0m (up 39% from 3Q 2021). Profit margin: 17% (up from 12% in 3Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to stay flat compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Dec 02Consensus EPS estimates fall to JP¥251The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥18.0b to JP¥17.7b. EPS estimate also fell from JP¥284 to JP¥251. Net income forecast to shrink 6.3% next year vs 12% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.2% to JP¥2,564 over the past week.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥3,695, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 38% over the past three years.Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥86.65 (vs JP¥43.32 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥4.69b (up 25% from 1Q 2021). Net income: JP¥932.0m (up 100% from 1Q 2021). Profit margin: 20% (up from 12% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥4,085, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 42% over the past three years.Reported Earnings • Jun 21Full year 2021 earnings released: EPS JP¥186 (vs JP¥64.24 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥15.9b (up 22% from FY 2020). Net income: JP¥2.01b (up 190% from FY 2020). Profit margin: 13% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 01Consensus revenue estimates increase to JP¥18.0bThe consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from JP¥16.0b to JP¥18.0b. EPS estimate increased from JP¥186 to JP¥232 per share. Net income forecast to shrink 0.3% next year vs 21% growth forecast for Electronic industry in Japan . Consensus price target up from JP¥2,844 to JP¥3,200. Share price rose 18% to JP¥3,810 over the past week.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥3,730, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,610, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 49% over the past three years.Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥186 (vs JP¥64.24 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥15.9b (up 22% from FY 2020). Net income: JP¥2.01b (up 190% from FY 2020). Profit margin: 13% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.분석 기사 • Apr 18Nippon Kodoshi (TYO:3891) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).분석 기사 • Mar 14What Makes Nippon Kodoshi Corporation (TYO:3891) A Great Dividend Stock?Is Nippon Kodoshi Corporation ( TYO:3891 ) a good dividend stock? How can we tell? Dividend paying companies with...공시 • Mar 04Nippon Kodoshi Corporation to Report Fiscal Year 2021 Results on May 14, 2021Nippon Kodoshi Corporation announced that they will report fiscal year 2021 results on May 14, 2021분석 기사 • Mar 01I Ran A Stock Scan For Earnings Growth And Nippon Kodoshi (TYO:3891) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Mar 01New 90-day high: JP¥3,415The company is up 48% from its price of JP¥2,314 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 2.0% over the same period.분석 기사 • Feb 17What Is Nippon Kodoshi Corporation's (TYO:3891) Share Price Doing?Nippon Kodoshi Corporation ( TYO:3891 ), might not be a large cap stock, but it received a lot of attention from a...이익 및 매출 성장 예측TSE:3891 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202925,0004,000N/AN/A13/31/202821,8003,380N/AN/A23/31/202721,0003,200N/AN/A13/31/202618,6242,6423,6135,240N/A12/31/202517,7382,231N/AN/AN/A9/30/202517,1661,8411,1404,052N/A6/30/202516,7811,721N/AN/AN/A3/31/202516,0331,781-2,1673,801N/A12/31/202415,7441,687N/AN/AN/A9/30/202415,2511,563-1,2443,675N/A6/30/202414,7301,539N/AN/AN/A3/31/202414,8281,479-1,4961,910N/A12/31/202315,3501,655N/AN/AN/A9/30/202316,3851,959-3,254964N/A6/30/202316,8962,119N/AN/AN/A3/31/202317,5862,468-2,884685N/A12/31/202218,0112,747N/AN/AN/A9/30/202217,9462,944-2,199881N/A6/30/202218,0672,932N/AN/AN/A3/31/202218,0742,9181,0152,907N/A12/31/202118,0872,958N/AN/AN/A9/30/202118,0592,7492,6343,595N/A6/30/202116,8532,472N/AN/AN/A3/31/202115,9182,0062,3213,219N/A12/31/202014,9011,511N/AN/AN/A9/30/202013,7221,1472,2463,143N/A6/30/202013,633927N/AN/AN/A3/31/202013,0996911,4022,438N/A12/31/201912,713628N/AN/AN/A9/30/201912,959728N/A1,882N/A6/30/201913,488888N/AN/AN/A3/31/201914,3731,495N/A1,417N/A12/31/201815,365690N/AN/AN/A9/30/201816,386803N/A2,185N/A6/30/201816,858741N/AN/AN/A3/31/201817,128426N/A1,767N/A12/31/201716,925504N/AN/AN/A9/30/201716,257389N/A1,846N/A6/30/201715,854160N/AN/AN/A3/31/201715,089-454N/A2,127N/A12/31/201614,03662N/AN/AN/A9/30/201613,049-247N/A1,136N/A6/30/201612,197-239N/AN/AN/A3/31/201611,61755N/A1,734N/A12/31/201511,995138N/AN/AN/A9/30/201512,123280N/A3,517N/A6/30/201512,445383N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3891 의 연간 예상 수익 증가율(12.6%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 3891 의 연간 수익(12.6%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3891 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3891 의 수익(연간 8.9%)이 JP 시장(연간 5.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 3891 의 수익(연간 8.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3891의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 00:48종가2026/05/22 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 소스Nippon Kodoshi Corporation는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shiho NamikawaDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Yoshinori IgawaMizuho Securities Co., Ltd.
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥16.5b to JP¥16.0b. EPS estimate also fell from JP¥197 per share to JP¥169 per share. Net income forecast to grow 22% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,000 to JP¥2,800. Share price fell 4.3% to JP¥1,812 over the past week.
분석 기사 • Feb 02Nippon Kodoshi Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedNippon Kodoshi Corporation ( TSE:3891 ) shareholders are probably feeling a little disappointed, since its shares fell...
Major Estimate Revision • Aug 02Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥179 to JP¥207. Revenue forecast unchanged at JP¥16.0b. Net income forecast to grow 49% next year vs 12% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥2,700 to JP¥3,000. Share price was steady at JP¥2,150 over the past week.
분석 기사 • Apr 28Nippon Kodoshi Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for Nippon Kodoshi Corporation ( TSE:3891 ) shareholders, because the company has just released...
Price Target Changed • Apr 26Price target increased by 8.0% to JP¥2,700Up from JP¥2,500, the current price target is provided by 1 analyst. New target price is 37% above last closing price of JP¥1,976. Stock is up 0.2% over the past year. The company is forecast to post earnings per share of JP¥179 for next year compared to JP¥139 last year.
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥16.0b to JP¥15.0b. EPS estimate also fell from JP¥179 per share to JP¥151 per share. Net income forecast to grow 5.8% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price fell 6.8% to JP¥1,717 over the past week.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥7,460, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 301% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,396 per share.
Reported Earnings • Apr 25Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥251 (up from JP¥168 in FY 2025). Revenue: JP¥18.6b (up 16% from FY 2025). Net income: JP¥2.64b (up 48% from FY 2025). Profit margin: 14% (up from 11% in FY 2025). 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 11%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 24Nippon Kodoshi Corporation, Annual General Meeting, Jun 24, 2026Nippon Kodoshi Corporation, Annual General Meeting, Jun 24, 2026.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥5,150, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 185% over the past three years.
공시 • Apr 21Nippon Kodoshi Corporation to Report Fiscal Year 2026 Results on Apr 24, 2026Nippon Kodoshi Corporation announced that they will report fiscal year 2026 results on Apr 24, 2026
New Risk • Mar 30New 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 9.3% 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 (9.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 22 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,060, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 126% over the past three years.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥72.44 (vs JP¥35.15 in 3Q 2025)Third quarter 2026 results: EPS: JP¥72.44 (up from JP¥35.15 in 3Q 2025). Revenue: JP¥4.54b (up 14% from 3Q 2025). Net income: JP¥764.0m (up 104% from 3Q 2025). Profit margin: 17% (up from 9.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
New Risk • Jan 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 5.4% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change).
분석 기사 • Dec 25Nippon Kodoshi Corporation (TSE:3891) Looks Just Right With A 25% Price JumpDespite an already strong run, Nippon Kodoshi Corporation ( TSE:3891 ) shares have been powering on, with a gain of 25...
공시 • Dec 23Nippon Kodoshi Corporation to Report Q3, 2026 Results on Jan 29, 2026Nippon Kodoshi Corporation announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥61.25 (vs JP¥49.43 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.25 (up from JP¥49.43 in 2Q 2025). Revenue: JP¥4.70b (up 8.9% from 2Q 2025). Net income: JP¥646.0m (up 23% from 2Q 2025). Profit margin: 14% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,730, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 51% over the past three years.
분석 기사 • Oct 30Market Still Lacking Some Conviction On Nippon Kodoshi Corporation (TSE:3891)There wouldn't be many who think Nippon Kodoshi Corporation's ( TSE:3891 ) price-to-earnings (or "P/E") ratio of 15.6x...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
공시 • Sep 17Nippon Kodoshi Corporation to Report Q2, 2026 Results on Oct 30, 2025Nippon Kodoshi Corporation announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥56.67 (vs JP¥61.79 in 1Q 2025)First quarter 2026 results: EPS: JP¥56.67 (down from JP¥61.79 in 1Q 2025). Revenue: JP¥4.65b (up 19% from 1Q 2025). Net income: JP¥597.0m (down 9.1% from 1Q 2025). Profit margin: 13% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 20Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥168 (up from JP¥139 in FY 2024). Revenue: JP¥16.0b (up 8.1% from FY 2024). Net income: JP¥1.78b (up 20% from FY 2024). Profit margin: 11% (up from 10.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Jun 12Nippon Kodoshi Corporation to Report Q1, 2026 Results on Jul 31, 2025Nippon Kodoshi Corporation announced that they will report Q1, 2026 results on Jul 31, 2025
분석 기사 • May 07Market Might Still Lack Some Conviction On Nippon Kodoshi Corporation (TSE:3891) Even After 31% Share Price BoostThose holding Nippon Kodoshi Corporation ( TSE:3891 ) shares would be relieved that the share price has rebounded 31...
Reported Earnings • Apr 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥168 (up from JP¥139 in FY 2024). Revenue: JP¥16.0b (up 8.1% from FY 2024). Net income: JP¥1.78b (up 20% from FY 2024). Profit margin: 11% (up from 10.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Apr 24Nippon Kodoshi Corporation, Annual General Meeting, Jun 19, 2025Nippon Kodoshi Corporation, Annual General Meeting, Jun 19, 2025.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (JP¥14.5b market cap, or US$99.0m).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,496, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 24% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
공시 • Mar 18Nippon Kodoshi Corporation (TSE:3891) announces an Equity Buyback for 120,000 shares, representing 1.13% for ¥240 million.Nippon Kodoshi Corporation (TSE:3891) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 1.13% of its issued share capital (excluding treasury stock), for a total purchase price of ¥240 million. The shares will be repurchased at closing price of March 17, 2025. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of December 31, 2024, the company has 10,640,667 issued shares (excluding treasury stock) and 163,915 treasury shares.
공시 • Mar 08Nippon Kodoshi Corporation to Report Fiscal Year 2025 Results on Apr 24, 2025Nippon Kodoshi Corporation announced that they will report fiscal year 2025 results on Apr 24, 2025
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥16.5b to JP¥16.0b. EPS estimate also fell from JP¥197 per share to JP¥169 per share. Net income forecast to grow 22% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,000 to JP¥2,800. Share price fell 4.3% to JP¥1,812 over the past week.
분석 기사 • Feb 02Nippon Kodoshi Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedNippon Kodoshi Corporation ( TSE:3891 ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥35.15 (vs JP¥23.51 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.15 (up from JP¥23.51 in 3Q 2024). Revenue: JP¥3.97b (up 14% from 3Q 2024). Net income: JP¥374.0m (up 50% from 3Q 2024). Profit margin: 9.4% (up from 7.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Dec 12Nippon Kodoshi Corporation to Report Q3, 2025 Results on Jan 30, 2025Nippon Kodoshi Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥49.43 (vs JP¥47.21 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.43 (up from JP¥47.21 in 2Q 2024). Revenue: JP¥4.32b (up 14% from 2Q 2024). Net income: JP¥526.0m (up 4.8% from 2Q 2024). Profit margin: 12% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
공시 • Sep 20Nippon Kodoshi Corporation to Report Q2, 2025 Results on Oct 31, 2024Nippon Kodoshi Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
분석 기사 • Aug 05Take Care Before Jumping Onto Nippon Kodoshi Corporation (TSE:3891) Even Though It's 27% CheaperNippon Kodoshi Corporation ( TSE:3891 ) shares have had a horrible month, losing 27% after a relatively good period...
Reported Earnings • Aug 03First quarter 2025 earnings released: EPS: JP¥61.79 (vs JP¥55.87 in 1Q 2024)First quarter 2025 results: EPS: JP¥61.79 (up from JP¥55.87 in 1Q 2024). Revenue: JP¥3.90b (down 2.5% from 1Q 2024). Net income: JP¥657.0m (up 10% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.
New Risk • Aug 02New 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 5.4% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.4% average weekly change).
Major Estimate Revision • Aug 02Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥179 to JP¥207. Revenue forecast unchanged at JP¥16.0b. Net income forecast to grow 49% next year vs 12% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥2,700 to JP¥3,000. Share price was steady at JP¥2,150 over the past week.
Buy Or Sell Opportunity • Jul 18Now 23% undervaluedOver the last 90 days, the stock has risen 18% to JP¥2,247. The fair value is estimated to be JP¥2,904, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Jun 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥139 (down from JP¥229 in FY 2023). Revenue: JP¥14.8b (down 16% from FY 2023). Net income: JP¥1.48b (down 40% from FY 2023). Profit margin: 10.0% (down from 14% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.
공시 • Jun 23Nippon Kodoshi Corporation to Report Q1, 2025 Results on Jul 31, 2024Nippon Kodoshi Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
Buy Or Sell Opportunity • May 29Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥2,000. The fair value is estimated to be JP¥2,509, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
분석 기사 • Apr 28Nippon Kodoshi Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for Nippon Kodoshi Corporation ( TSE:3891 ) shareholders, because the company has just released...
공시 • Apr 27Nippon Kodoshi Corporation, Annual General Meeting, Jun 20, 2024Nippon Kodoshi Corporation, Annual General Meeting, Jun 20, 2024.
Price Target Changed • Apr 26Price target increased by 8.0% to JP¥2,700Up from JP¥2,500, the current price target is provided by 1 analyst. New target price is 37% above last closing price of JP¥1,976. Stock is up 0.2% over the past year. The company is forecast to post earnings per share of JP¥179 for next year compared to JP¥139 last year.
Buy Or Sell Opportunity • Apr 26Now 22% undervaluedOver the last 90 days, the stock has risen 7.2% to JP¥1,976. The fair value is estimated to be JP¥2,547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥139 (down from JP¥229 in FY 2023). Revenue: JP¥14.8b (down 16% from FY 2023). Net income: JP¥1.48b (down 40% from FY 2023). Profit margin: 10.0% (down from 14% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 7.7%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 17% per year.
Buy Or Sell Opportunity • Mar 27Now 20% undervaluedOver the last 90 days, the stock has risen 5.3% to JP¥1,855. The fair value is estimated to be JP¥2,324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%).
공시 • Mar 09Nippon Kodoshi Corporation to Report Fiscal Year 2024 Results on Apr 24, 2024Nippon Kodoshi Corporation announced that they will report fiscal year 2024 results on Apr 24, 2024
Buy Or Sell Opportunity • Mar 08Now 21% undervaluedOver the last 90 days, the stock has risen 4.6% to JP¥1,827. The fair value is estimated to be JP¥2,314, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥16.0b to JP¥15.0b. EPS estimate also fell from JP¥179 per share to JP¥151 per share. Net income forecast to grow 5.8% next year vs 11% growth forecast for Electronic industry in Japan. Consensus price target of JP¥2,500 unchanged from last update. Share price fell 6.8% to JP¥1,717 over the past week.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥23.51 (vs JP¥51.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥23.51 (down from JP¥51.43 in 3Q 2023). Revenue: JP¥3.48b (down 23% from 3Q 2023). Net income: JP¥250.0m (down 55% from 3Q 2023). Profit margin: 7.2% (down from 12% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • Jan 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be JP¥2,217, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 4.7% in the next 2 years.
공시 • Dec 23Nippon Kodoshi Corporation to Report Q3, 2024 Results on Jan 31, 2024Nippon Kodoshi Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Buying Opportunity • Nov 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥2,274, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 4.7% in the next 2 years.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥47.21 (vs JP¥61.46 in 2Q 2023)Second quarter 2024 results: EPS: JP¥47.21 (down from JP¥61.46 in 2Q 2023). Revenue: JP¥3.80b (down 12% from 2Q 2023). Net income: JP¥502.0m (down 24% from 2Q 2023). Profit margin: 13% (down from 15% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
공시 • Sep 14Nippon Kodoshi Corporation to Report Q2, 2024 Results on Oct 31, 2023Nippon Kodoshi Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Buying Opportunity • Aug 17Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be JP¥2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥55.87 (vs JP¥87.91 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.87 (down from JP¥87.91 in 1Q 2023). Revenue: JP¥4.00b (down 15% from 1Q 2023). Net income: JP¥597.0m (down 37% from 1Q 2023). Profit margin: 15% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • Jun 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥229 (down from JP¥271 in FY 2022). Revenue: JP¥17.6b (down 2.7% from FY 2022). Net income: JP¥2.47b (down 15% from FY 2022). Profit margin: 14% (down from 16% in FY 2022). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공시 • Jun 26Nippon Kodoshi Corporation to Report Q1, 2024 Results on Jul 31, 2023Nippon Kodoshi Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
Price Target Changed • May 07Price target decreased by 17% to JP¥2,500Down from JP¥3,000, the current price target is provided by 1 analyst. New target price is 26% above last closing price of JP¥1,991. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of JP¥204 for next year compared to JP¥229 last year.
Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥229 (down from JP¥271 in FY 2022). Revenue: JP¥17.6b (down 2.7% from FY 2022). Net income: JP¥2.47b (down 15% from FY 2022). Profit margin: 14% (down from 16% in FY 2022). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 8.6%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 33% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥51.43 (vs JP¥69.79 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.43 (down from JP¥69.79 in 3Q 2022). Revenue: JP¥4.51b (up 1.5% from 3Q 2022). Net income: JP¥554.0m (down 26% from 3Q 2022). Profit margin: 12% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Dec 18Nippon Kodoshi Corporation to Report Q3, 2023 Results on Jan 31, 2023Nippon Kodoshi Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less 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: 5 new directors. 5 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Outside Audit & Supervisory Board Member Satoru Terada is the most experienced director on the board, commencing their role in 2015. Independent Outside Director Takaaki Iwaki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥61.46 (vs JP¥60.40 in 2Q 2022)Second quarter 2023 results: EPS: JP¥61.46 (up from JP¥60.40 in 2Q 2022). Revenue: JP¥4.31b (down 2.7% from 2Q 2022). Net income: JP¥662.0m (up 1.8% from 2Q 2022). Profit margin: 15% (in line with 2Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Sep 28Nippon Kodoshi Corporation to Report Q2, 2023 Results on Oct 31, 2022Nippon Kodoshi Corporation announced that they will report Q2, 2023 results on Oct 31, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥87.91 (vs JP¥86.65 in 1Q 2022)First quarter 2023 results: EPS: JP¥87.91 (up from JP¥86.65 in 1Q 2022). Revenue: JP¥4.69b (flat on 1Q 2022). Net income: JP¥946.0m (up 1.5% from 1Q 2022). Profit margin: 20% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 5.9%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Jun 24Nippon Kodoshi Corporation to Report Q1, 2023 Results on Jul 29, 2022Nippon Kodoshi Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥271 (up from JP¥186 in FY 2021). Revenue: JP¥18.1b (up 14% from FY 2021). Net income: JP¥2.92b (up 46% from FY 2021). Profit margin: 16% (up from 13% 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 4.2%. Over the next year, revenue is forecast to grow 2.4%, compared to a 8.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to JP¥3,000Down from JP¥4,500, the current price target is provided by 1 analyst. New target price is 51% above last closing price of JP¥1,982. Stock is down 45% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥186 last year.
Board Change • Apr 27Less than half of directors are independentThere are 6 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: 6 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Outside Audit & Supervisory Board Member Satoru Terada is the most experienced director on the board, commencing their role in 2015. Independent Outside Director Takaaki Iwaki was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Apr 07Nippon Kodoshi Corporation to Report Fiscal Year 2022 Results on Apr 26, 2022Nippon Kodoshi Corporation announced that they will report fiscal year 2022 results on Apr 26, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 17 June 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥69.79 (up from JP¥50.39 in 3Q 2021). Revenue: JP¥4.45b (flat on 3Q 2021). Net income: JP¥751.0m (up 39% from 3Q 2021). Profit margin: 17% (up from 12% in 3Q 2021). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Over the next year, revenue is forecast to stay flat compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Dec 02Consensus EPS estimates fall to JP¥251The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥18.0b to JP¥17.7b. EPS estimate also fell from JP¥284 to JP¥251. Net income forecast to shrink 6.3% next year vs 12% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥4,500 to JP¥3,000. Share price fell 7.2% to JP¥2,564 over the past week.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥3,695, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 38% over the past three years.
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥86.65 (vs JP¥43.32 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥4.69b (up 25% from 1Q 2021). Net income: JP¥932.0m (up 100% from 1Q 2021). Profit margin: 20% (up from 12% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥4,085, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 42% over the past three years.
Reported Earnings • Jun 21Full year 2021 earnings released: EPS JP¥186 (vs JP¥64.24 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥15.9b (up 22% from FY 2020). Net income: JP¥2.01b (up 190% from FY 2020). Profit margin: 13% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 01Consensus revenue estimates increase to JP¥18.0bThe consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from JP¥16.0b to JP¥18.0b. EPS estimate increased from JP¥186 to JP¥232 per share. Net income forecast to shrink 0.3% next year vs 21% growth forecast for Electronic industry in Japan . Consensus price target up from JP¥2,844 to JP¥3,200. Share price rose 18% to JP¥3,810 over the past week.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥3,730, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,610, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Apr 25Full year 2021 earnings released: EPS JP¥186 (vs JP¥64.24 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥15.9b (up 22% from FY 2020). Net income: JP¥2.01b (up 190% from FY 2020). Profit margin: 13% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
분석 기사 • Apr 18Nippon Kodoshi (TYO:3891) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).
분석 기사 • Mar 14What Makes Nippon Kodoshi Corporation (TYO:3891) A Great Dividend Stock?Is Nippon Kodoshi Corporation ( TYO:3891 ) a good dividend stock? How can we tell? Dividend paying companies with...
공시 • Mar 04Nippon Kodoshi Corporation to Report Fiscal Year 2021 Results on May 14, 2021Nippon Kodoshi Corporation announced that they will report fiscal year 2021 results on May 14, 2021
분석 기사 • Mar 01I Ran A Stock Scan For Earnings Growth And Nippon Kodoshi (TYO:3891) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Mar 01New 90-day high: JP¥3,415The company is up 48% from its price of JP¥2,314 on 01 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 2.0% over the same period.
분석 기사 • Feb 17What Is Nippon Kodoshi Corporation's (TYO:3891) Share Price Doing?Nippon Kodoshi Corporation ( TYO:3891 ), might not be a large cap stock, but it received a lot of attention from a...