View Future GrowthIntumit 과거 순이익 실적과거 기준 점검 4/6Intumit은 연평균 41.1%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 13.4% 증가했습니다. 매출은 연평균 18.4%의 비율로 증가했습니다. Intumit의 자기자본이익률은 8.3%이고 순이익률은 23.2%입니다.핵심 정보41.10%순이익 성장률36.48%주당순이익(EPS) 성장률Software 산업 성장률16.96%매출 성장률18.42%자기자본이익률8.34%순이익률23.19%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$2.65 (vs NT$2.01 in FY 2024)Full year 2025 results: EPS: NT$2.65 (up from NT$2.01 in FY 2024). Revenue: NT$352.3m (up 5.7% from FY 2024). Net income: NT$81.7m (up 42% from FY 2024). Profit margin: 23% (up from 17% in FY 2024). The increase in margin was primarily driven by higher revenue. 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 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$1.09 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.09 (up from NT$0.63 in 3Q 2024). Revenue: NT$104.3m (up 4.9% from 3Q 2024). Net income: NT$34.7m (up 92% from 3Q 2024). Profit margin: 33% (up from 18% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.57 (up from NT$0.50 in 2Q 2024). Revenue: NT$82.3m (up 14% from 2Q 2024). Net income: NT$16.5m (up 14% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 19First quarter 2025 earnings released: EPS: NT$0.43 (vs NT$0.42 in 1Q 2024)First quarter 2025 results: EPS: NT$0.43 (up from NT$0.42 in 1Q 2024). Revenue: NT$61.8m (down 2.8% from 1Q 2024). Net income: NT$12.6m (up 5.0% from 1Q 2024). Profit margin: 20% (up from 19% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$2.01 (vs NT$1.01 in FY 2023)Full year 2024 results: EPS: NT$2.01 (up from NT$1.01 in FY 2023). Revenue: NT$333.4m (up 71% from FY 2023). Net income: NT$57.7m (up 124% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.63 (up from NT$0.22 in 3Q 2023). Revenue: NT$99.4m (up 120% from 3Q 2023). Net income: NT$18.0m (up 214% from 3Q 2023). Profit margin: 18% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesNew Risk • Apr 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 Taiwanese stocks, typically moving 8.4% 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: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (NT$2.24b market cap, or US$70.0m).Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$79.90, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 127% over the past three years.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$2.65 (vs NT$2.01 in FY 2024)Full year 2025 results: EPS: NT$2.65 (up from NT$2.01 in FY 2024). Revenue: NT$352.3m (up 5.7% from FY 2024). Net income: NT$81.7m (up 42% from FY 2024). Profit margin: 23% (up from 17% in FY 2024). The increase in margin was primarily driven by higher revenue. 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 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$62.90, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 92% over the past three years.공지 • Mar 09Intumit, Inc., Annual General Meeting, Jun 05, 2026Intumit, Inc., Annual General Meeting, Jun 05, 2026. Location: 20 floor no,86, sec.1 pei hsin rd., sindian district, new taipei city TaiwanNew Risk • Nov 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 139% Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Dividend is not well covered by cash flows (139% cash payout ratio). Market cap is less than US$100m (NT$2.04b market cap, or US$65.2m).Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$1.09 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.09 (up from NT$0.63 in 3Q 2024). Revenue: NT$104.3m (up 4.9% from 3Q 2024). Net income: NT$34.7m (up 92% from 3Q 2024). Profit margin: 33% (up from 18% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Sep 26Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$89.80. The fair value is estimated to be NT$113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 46%.New Risk • Sep 01New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.05b (US$99.3m) 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: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Market cap is less than US$100m (NT$3.05b market cap, or US$99.3m).Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$116, the stock trades at a trailing P/E ratio of 49.2x. Average forward P/E is 35x in the Software industry in Taiwan. Total returns to shareholders of 329% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$114 per share.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.57 (up from NT$0.50 in 2Q 2024). Revenue: NT$82.3m (up 14% from 2Q 2024). Net income: NT$16.5m (up 14% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 135% to NT$140. The fair value is estimated to be NT$114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 45%.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$121, the stock trades at a trailing P/E ratio of 52.9x. Average forward P/E is 35x in the Software industry in Taiwan. Total returns to shareholders of 396% over the past three years.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$107, the stock trades at a trailing P/E ratio of 46.7x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 322% over the past three years.Upcoming Dividend • Jun 26Upcoming dividend of NT$1.35 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.9%).공지 • Jun 12Intumit, Inc. has filed a Follow-on Equity Offering in the amount of TWD 170.055 million.Intumit, Inc. has filed a Follow-on Equity Offering in the amount of TWD 170.055 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,779,000 Price\Range: TWD 45Declared Dividend • Jun 12Dividend increased to NT$1.35Dividend of NT$1.35 is 69% higher than last year. Ex-date: 3rd July 2025 Payment date: 15th August 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$76.00, the stock trades at a trailing P/E ratio of 33.3x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 161% over the past three years.Reported Earnings • May 19First quarter 2025 earnings released: EPS: NT$0.43 (vs NT$0.42 in 1Q 2024)First quarter 2025 results: EPS: NT$0.43 (up from NT$0.42 in 1Q 2024). Revenue: NT$61.8m (down 2.8% from 1Q 2024). Net income: NT$12.6m (up 5.0% from 1Q 2024). Profit margin: 20% (up from 19% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$66.80, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 133% over the past three years.Buy Or Sell Opportunity • Apr 09Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to NT$46.50. The fair value is estimated to be NT$69.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 43%.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$56.70, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 20x in the Software industry in Taiwan. Total returns to shareholders of 78% over the past three years.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$2.01 (vs NT$1.01 in FY 2023)Full year 2024 results: EPS: NT$2.01 (up from NT$1.01 in FY 2023). Revenue: NT$333.4m (up 71% from FY 2023). Net income: NT$57.7m (up 124% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공지 • Mar 06Intumit, Inc., Annual General Meeting, Jun 10, 2025Intumit, Inc., Annual General Meeting, Jun 10, 2025. Location: 20 floor no,86, sec.1 pei hsin rd., sindian district, new taipei city TaiwanValuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$86.30, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 24x in the Software industry in Taiwan. Total returns to shareholders of 142% over the past three years.Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.63 (up from NT$0.22 in 3Q 2023). Revenue: NT$99.4m (up 120% from 3Q 2023). Net income: NT$18.0m (up 214% from 3Q 2023). Profit margin: 18% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$99.00, the stock trades at a trailing P/E ratio of 64.9x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 260% over the past three years.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$85.10, the stock trades at a trailing P/E ratio of 55.8x. Average trailing P/E is 23x in the Software industry in Taiwan. Total returns to shareholders of 166% over the past three years.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to NT$68.00, the stock trades at a trailing P/E ratio of 76.7x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 121% over the past three years.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$62.00, the stock trades at a trailing P/E ratio of 69.9x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 95% over the past three years.Upcoming Dividend • Jul 05Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 09 August 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.0%).New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (NT$1.45b market cap, or US$44.8m).Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$50.80, the stock trades at a trailing P/E ratio of 57.3x. Average trailing P/E is 27x in the Software industry in Taiwan. Total returns to shareholders of 42% over the past three years.New Risk • Apr 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (NT$1.26b market cap, or US$38.6m).Reported Earnings • Apr 07Full year 2023 earnings released: EPS: NT$1.01 (vs NT$0.78 in FY 2022)Full year 2023 results: EPS: NT$1.01 (up from NT$0.78 in FY 2022). Revenue: NT$195.1m (up 5.6% from FY 2022). Net income: NT$25.7m (up 28% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공지 • Mar 23Intumit Inc., Annual General Meeting, Jun 24, 2024Intumit Inc., Annual General Meeting, Jun 24, 2024.New Risk • Feb 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (NT$1.00b market cap, or US$31.7m).Upcoming Dividend • Aug 18Upcoming dividend of NT$0.60 per share at 1.6% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (2.7%).Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$45.90, the stock trades at a trailing P/E ratio of 58.6x. Average trailing P/E is 30x in the Software industry in Taiwan. Total returns to shareholders of 75% over the past year.Reported Earnings • Apr 21Full year 2022 earnings released: EPS: NT$0.78 (vs NT$0.64 in FY 2021)Full year 2022 results: EPS: NT$0.78 (up from NT$0.64 in FY 2021). Revenue: NT$184.8m (flat on FY 2021). Net income: NT$20.0m (up 23% from FY 2021). Profit margin: 11% (up from 8.8% in FY 2021).Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$46.90, the stock trades at a trailing P/E ratio of 67x. Average trailing P/E is 23x in the Software industry in Taiwan. Total returns to shareholders of 44% over the past year.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$39.65, the stock trades at a trailing P/E ratio of 56.6x. Average trailing P/E is 15x in the Software industry in Taiwan. Total returns to shareholders of 8.7% over the past year.Reported Earnings • Aug 18First half 2022 earnings released: EPS: NT$0.07 (vs NT$0.006 in 1H 2021)First half 2022 results: EPS: NT$0.07 (up from NT$0.006 in 1H 2021). Revenue: NT$77.9m (up 9.0% from 1H 2021). Net income: NT$1.73m (up NT$1.59m from 1H 2021). Profit margin: 2.2% (up from 0.2% in 1H 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Aug 11Upcoming dividend of NT$0.60 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 94% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (3.1%).Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$31.00, the stock trades at a trailing P/E ratio of 48.6x. Average trailing P/E is 15x in the Software industry in Taiwan. Total loss to shareholders of 11% over the past year.Reported Earnings • Apr 30Full year 2021 earnings released: EPS: NT$0.64 (vs NT$0.75 in FY 2020)Full year 2021 results: EPS: NT$0.64 (down from NT$0.75 in FY 2020). Revenue: NT$185.8m (up 12% from FY 2020). Net income: NT$16.3m (down 2.0% from FY 2020). Profit margin: 8.8% (down from 10.0% in FY 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$165.8m (up 8.4% from FY 2019). Net income: NT$16.7m (down 6.3% from FY 2019). Profit margin: 10.0% (down from 12% in FY 2019). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$40.50, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 18x in the Software industry in Taiwan.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$47.35, the stock is trading at a trailing P/E ratio of 56.5x, up from the previous P/E ratio of 45.5x. This compares to an average P/E of 16x in the Software industry in Taiwan.매출 및 비용 세부 내역Intumit가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TPEX:7547 매출, 비용 및 순이익 (TWD Millions)날짜매출순이익일반관리비연구개발비31 Dec 2535282563830 Sep 2535882563730 Jun 2535768553931 Mar 2534766563931 Dec 2433358533930 Sep 2429760484030 Jun 2423944423631 Mar 2420933383331 Dec 2320231363130 Sep 2318220342830 Jun 2319124332831 Mar 2318822332831 Dec 2218520332730 Sep 2218919332630 Jun 2219218332631 Mar 2218917332531 Dec 2118616322430 Sep 2117113322630 Jun 211569312831 Mar 2116113312931 Dec 2016617313131 Dec 1915318292531 Dec 181078222631 Dec 177771819양질의 수익: 7547의 비현금 수익 수준이 높습니다.이익 마진 증가: 7547의 현재 순 이익률 (23.2%)은 지난해 (17.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 7547의 수익은 지난 5년 동안 연평균 41.1%로 크게 증가했습니다.성장 가속화: 지난 1년간 7547 의 수익 증가율(41.7%)은 연간 평균(41.1%)을 초과합니다.수익 대 산업: 7547의 지난 1년 수익 증가율(41.7%)은 Software 업계의 7.5%를 상회했습니다.자기자본이익률높은 ROE: 7547의 자본 수익률(8.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 07:30종가2026/05/07 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 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 소스Intumit, Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Junjia SuSinoPac Securities Investment Service
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$2.65 (vs NT$2.01 in FY 2024)Full year 2025 results: EPS: NT$2.65 (up from NT$2.01 in FY 2024). Revenue: NT$352.3m (up 5.7% from FY 2024). Net income: NT$81.7m (up 42% from FY 2024). Profit margin: 23% (up from 17% in FY 2024). The increase in margin was primarily driven by higher revenue. 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 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$1.09 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.09 (up from NT$0.63 in 3Q 2024). Revenue: NT$104.3m (up 4.9% from 3Q 2024). Net income: NT$34.7m (up 92% from 3Q 2024). Profit margin: 33% (up from 18% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.57 (up from NT$0.50 in 2Q 2024). Revenue: NT$82.3m (up 14% from 2Q 2024). Net income: NT$16.5m (up 14% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 19First quarter 2025 earnings released: EPS: NT$0.43 (vs NT$0.42 in 1Q 2024)First quarter 2025 results: EPS: NT$0.43 (up from NT$0.42 in 1Q 2024). Revenue: NT$61.8m (down 2.8% from 1Q 2024). Net income: NT$12.6m (up 5.0% from 1Q 2024). Profit margin: 20% (up from 19% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$2.01 (vs NT$1.01 in FY 2023)Full year 2024 results: EPS: NT$2.01 (up from NT$1.01 in FY 2023). Revenue: NT$333.4m (up 71% from FY 2023). Net income: NT$57.7m (up 124% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.63 (up from NT$0.22 in 3Q 2023). Revenue: NT$99.4m (up 120% from 3Q 2023). Net income: NT$18.0m (up 214% from 3Q 2023). Profit margin: 18% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 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 Taiwanese stocks, typically moving 8.4% 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: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (NT$2.24b market cap, or US$70.0m).
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$79.90, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 127% over the past three years.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: NT$2.65 (vs NT$2.01 in FY 2024)Full year 2025 results: EPS: NT$2.65 (up from NT$2.01 in FY 2024). Revenue: NT$352.3m (up 5.7% from FY 2024). Net income: NT$81.7m (up 42% from FY 2024). Profit margin: 23% (up from 17% in FY 2024). The increase in margin was primarily driven by higher revenue. 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 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to NT$62.90, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 92% over the past three years.
공지 • Mar 09Intumit, Inc., Annual General Meeting, Jun 05, 2026Intumit, Inc., Annual General Meeting, Jun 05, 2026. Location: 20 floor no,86, sec.1 pei hsin rd., sindian district, new taipei city Taiwan
New Risk • Nov 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 139% Dividend yield: 2.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Dividend is not well covered by cash flows (139% cash payout ratio). Market cap is less than US$100m (NT$2.04b market cap, or US$65.2m).
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: NT$1.09 (vs NT$0.63 in 3Q 2024)Third quarter 2025 results: EPS: NT$1.09 (up from NT$0.63 in 3Q 2024). Revenue: NT$104.3m (up 4.9% from 3Q 2024). Net income: NT$34.7m (up 92% from 3Q 2024). Profit margin: 33% (up from 18% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Sep 26Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at NT$89.80. The fair value is estimated to be NT$113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 46%.
New Risk • Sep 01New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: NT$3.05b (US$99.3m) 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: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Market cap is less than US$100m (NT$3.05b market cap, or US$99.3m).
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to NT$116, the stock trades at a trailing P/E ratio of 49.2x. Average forward P/E is 35x in the Software industry in Taiwan. Total returns to shareholders of 329% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$114 per share.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: NT$0.57 (vs NT$0.50 in 2Q 2024)Second quarter 2025 results: EPS: NT$0.57 (up from NT$0.50 in 2Q 2024). Revenue: NT$82.3m (up 14% from 2Q 2024). Net income: NT$16.5m (up 14% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 135% to NT$140. The fair value is estimated to be NT$114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 45%.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$121, the stock trades at a trailing P/E ratio of 52.9x. Average forward P/E is 35x in the Software industry in Taiwan. Total returns to shareholders of 396% over the past three years.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$107, the stock trades at a trailing P/E ratio of 46.7x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 322% over the past three years.
Upcoming Dividend • Jun 26Upcoming dividend of NT$1.35 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Taiwanese dividend payers (5.3%). Lower than average of industry peers (2.9%).
공지 • Jun 12Intumit, Inc. has filed a Follow-on Equity Offering in the amount of TWD 170.055 million.Intumit, Inc. has filed a Follow-on Equity Offering in the amount of TWD 170.055 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,779,000 Price\Range: TWD 45
Declared Dividend • Jun 12Dividend increased to NT$1.35Dividend of NT$1.35 is 69% higher than last year. Ex-date: 3rd July 2025 Payment date: 15th August 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$76.00, the stock trades at a trailing P/E ratio of 33.3x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 161% over the past three years.
Reported Earnings • May 19First quarter 2025 earnings released: EPS: NT$0.43 (vs NT$0.42 in 1Q 2024)First quarter 2025 results: EPS: NT$0.43 (up from NT$0.42 in 1Q 2024). Revenue: NT$61.8m (down 2.8% from 1Q 2024). Net income: NT$12.6m (up 5.0% from 1Q 2024). Profit margin: 20% (up from 19% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$66.80, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 133% over the past three years.
Buy Or Sell Opportunity • Apr 09Now 33% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to NT$46.50. The fair value is estimated to be NT$69.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 43%.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to NT$56.70, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 20x in the Software industry in Taiwan. Total returns to shareholders of 78% over the past three years.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NT$2.01 (vs NT$1.01 in FY 2023)Full year 2024 results: EPS: NT$2.01 (up from NT$1.01 in FY 2023). Revenue: NT$333.4m (up 71% from FY 2023). Net income: NT$57.7m (up 124% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공지 • Mar 06Intumit, Inc., Annual General Meeting, Jun 10, 2025Intumit, Inc., Annual General Meeting, Jun 10, 2025. Location: 20 floor no,86, sec.1 pei hsin rd., sindian district, new taipei city Taiwan
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$86.30, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 24x in the Software industry in Taiwan. Total returns to shareholders of 142% over the past three years.
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: NT$0.63 (vs NT$0.22 in 3Q 2023)Third quarter 2024 results: EPS: NT$0.63 (up from NT$0.22 in 3Q 2023). Revenue: NT$99.4m (up 120% from 3Q 2023). Net income: NT$18.0m (up 214% from 3Q 2023). Profit margin: 18% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to NT$99.00, the stock trades at a trailing P/E ratio of 64.9x. Average trailing P/E is 22x in the Software industry in Taiwan. Total returns to shareholders of 260% over the past three years.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$85.10, the stock trades at a trailing P/E ratio of 55.8x. Average trailing P/E is 23x in the Software industry in Taiwan. Total returns to shareholders of 166% over the past three years.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to NT$68.00, the stock trades at a trailing P/E ratio of 76.7x. Average trailing P/E is 25x in the Software industry in Taiwan. Total returns to shareholders of 121% over the past three years.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 27%After last week's 27% share price gain to NT$62.00, the stock trades at a trailing P/E ratio of 69.9x. Average trailing P/E is 26x in the Software industry in Taiwan. Total returns to shareholders of 95% over the past three years.
Upcoming Dividend • Jul 05Upcoming dividend of NT$0.80 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 09 August 2024. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (4.2%). Lower than average of industry peers (2.0%).
New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (NT$1.45b market cap, or US$44.8m).
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$50.80, the stock trades at a trailing P/E ratio of 57.3x. Average trailing P/E is 27x in the Software industry in Taiwan. Total returns to shareholders of 42% over the past three years.
New Risk • Apr 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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. Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (NT$1.26b market cap, or US$38.6m).
Reported Earnings • Apr 07Full year 2023 earnings released: EPS: NT$1.01 (vs NT$0.78 in FY 2022)Full year 2023 results: EPS: NT$1.01 (up from NT$0.78 in FY 2022). Revenue: NT$195.1m (up 5.6% from FY 2022). Net income: NT$25.7m (up 28% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공지 • Mar 23Intumit Inc., Annual General Meeting, Jun 24, 2024Intumit Inc., Annual General Meeting, Jun 24, 2024.
New Risk • Feb 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (NT$1.00b market cap, or US$31.7m).
Upcoming Dividend • Aug 18Upcoming dividend of NT$0.60 per share at 1.6% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Taiwanese dividend payers (5.6%). Lower than average of industry peers (2.7%).
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$45.90, the stock trades at a trailing P/E ratio of 58.6x. Average trailing P/E is 30x in the Software industry in Taiwan. Total returns to shareholders of 75% over the past year.
Reported Earnings • Apr 21Full year 2022 earnings released: EPS: NT$0.78 (vs NT$0.64 in FY 2021)Full year 2022 results: EPS: NT$0.78 (up from NT$0.64 in FY 2021). Revenue: NT$184.8m (flat on FY 2021). Net income: NT$20.0m (up 23% from FY 2021). Profit margin: 11% (up from 8.8% in FY 2021).
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 25%After last week's 25% share price gain to NT$46.90, the stock trades at a trailing P/E ratio of 67x. Average trailing P/E is 23x in the Software industry in Taiwan. Total returns to shareholders of 44% over the past year.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$39.65, the stock trades at a trailing P/E ratio of 56.6x. Average trailing P/E is 15x in the Software industry in Taiwan. Total returns to shareholders of 8.7% over the past year.
Reported Earnings • Aug 18First half 2022 earnings released: EPS: NT$0.07 (vs NT$0.006 in 1H 2021)First half 2022 results: EPS: NT$0.07 (up from NT$0.006 in 1H 2021). Revenue: NT$77.9m (up 9.0% from 1H 2021). Net income: NT$1.73m (up NT$1.59m from 1H 2021). Profit margin: 2.2% (up from 0.2% in 1H 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Aug 11Upcoming dividend of NT$0.60 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 94% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (6.6%). Lower than average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to NT$31.00, the stock trades at a trailing P/E ratio of 48.6x. Average trailing P/E is 15x in the Software industry in Taiwan. Total loss to shareholders of 11% over the past year.
Reported Earnings • Apr 30Full year 2021 earnings released: EPS: NT$0.64 (vs NT$0.75 in FY 2020)Full year 2021 results: EPS: NT$0.64 (down from NT$0.75 in FY 2020). Revenue: NT$185.8m (up 12% from FY 2020). Net income: NT$16.3m (down 2.0% from FY 2020). Profit margin: 8.8% (down from 10.0% in FY 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: NT$165.8m (up 8.4% from FY 2019). Net income: NT$16.7m (down 6.3% from FY 2019). Profit margin: 10.0% (down from 12% in FY 2019). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$40.50, the stock trades at a trailing P/E ratio of 48.3x. Average trailing P/E is 18x in the Software industry in Taiwan.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improved over the past weekAfter last week's 24% share price gain to NT$47.35, the stock is trading at a trailing P/E ratio of 56.5x, up from the previous P/E ratio of 45.5x. This compares to an average P/E of 16x in the Software industry in Taiwan.