TSE:6643
TSE:6643Electrical

Togami Electric (TSE:6643) Margin Decline Tests Defensive Narrative Despite Low Valuation

Togami Electric Mfg (TSE:6643) posted a net profit margin of 8% this period, slipping from 8.7% the previous year. While that points to some margin compression, it is worth noting the company’s five-year average earnings growth sits at a robust 17.1% annually, even though recent results have gone negative and place less emphasis on the longer-term average. Despite the softer margins, the stock now trades at a price-to-earnings multiple of 8.9x, which is well below both the Japanese electrical...
TSE:5959
TSE:5959Building

Okabe (TSE:5959) Losses Worsen 47% Annually, Challenging Value Narrative Despite Discounted Price

Okabe (TSE:5959) continues to be unprofitable, with losses worsening at a rate of 47.1% per year over the past five years. The company’s net profit margin remains in negative territory and, because of sustained losses, recent earnings growth cannot be meaningfully compared to past performance. With no available guidance on future revenue or profit trends, investors are left weighing the appeal of Okabe’s relatively low valuation against ongoing risks. See our full analysis for Okabe. Now we...
TSE:5445
TSE:5445Metals and Mining

Tokyo Tekko (TSE:5445) Margin Gains Reinforce Value-Focused Bull Case

Tokyo Tekko (TSE:5445) delivered a notable earnings performance, with profit margins climbing to 13.4% from 11.5% last year and earnings rising 7.4% over the past twelve months. Over a five-year period, the company has posted impressive average annual earnings growth of 33.5%. Investors will note the current share price of ¥5,640 is well below an estimated fair value of ¥9,129.2, placing the stock in distinctly discounted territory. See our full analysis for Tokyo Tekko. The next section will...
TSE:7172
TSE:7172Diversified Financial

Japan Investment Adviser (TSE:7172) Net Margin Jumps to 32.9%, Reinforcing High-Quality Growth Narrative

Japan Investment Adviser (TSE:7172) is making headlines with annual revenue forecasted to jump by 31.2% per year, vastly outpacing the Japanese market’s 4.5% average. EPS is expected to climb at a similarly impressive 30.7% rate, while current net profit margins have expanded to 32.9% from 11.9% a year earlier. With annual earnings growth hitting a remarkable 288.1%, significantly higher than the five-year average of 20.3%, these robust results reinforce the company’s high earnings quality...
TSE:2281
TSE:2281Food

Prima Meat Packers (TSE:2281) Net Margin Decline Reinforces Dividend Sustainability Concerns

Prima Meat Packers (TSE:2281) posted a net profit margin of 1.3%, down from 1.7% the previous year, as annual earnings have declined by 16.5% on average over the last five years and earnings growth turned negative over the past year. Despite these compressed margins, analysts are looking ahead to an expected rebound with forecast earnings growth of 11.1% per year, which would beat the broader JP market’s projected 7.8% profit growth. See our full analysis for Prima Meat Packers. Next, we’ll...
TSE:7259
TSE:7259Auto Components

Aisin (TSE:7259) Net Margin Jumps to 3.4%, Reinforcing Profitability Narrative

Aisin (TSE:7259) delivered a net profit margin of 3.4%, up sharply from 0.6% the prior year, with current-year earnings growth coming in at a staggering 479.2% versus the five-year average of 1.4%. Looking forward, earnings are forecast to grow at 6.7% per year, which trails both the broader Japanese market and revenue growth expectations. The stock trades at a 12.1x P/E, which is below peer averages but slightly above its industry benchmark. With improving profitability and a share price...
TSE:7476
TSE:7476Healthcare

AS ONE (TSE:7476) Delivers 12.4% Earnings Growth, Reinforcing Bullish Market Narratives

AS ONE (TSE:7476) reported earnings growth of 12.4% over the past year, outpacing its five-year average growth rate of 7% annually. Net profit margins improved to 8.2% from 7.8% last year, while earnings quality remains high and both earnings and revenue are forecast to outpace the Japanese market, with projected annual gains of 7.8% and 5.6% respectively. Investors will see a balance between impressive growth rates, premium valuation multiples versus sector peers, and some value based on...
TSE:7595
TSE:7595IT

ARGO GRAPHICS (TSE:7595) Margins Edge Higher, Reinforcing Stable-Earnings Narrative Against Undervalued Peer Multiples

ARGO GRAPHICS (TSE:7595) posted steady earnings growth of 15% per year over the past five years, with its most recent annual earnings up 8.5%. Net profit margins ticked up to 10.7% from 10.6% the prior year, reflecting resilient profitability and high-quality results investors have come to expect from the company. See our full analysis for ARGO GRAPHICS. Next, we will see how these latest performance numbers compare with the most commonly discussed narratives around ARGO GRAPHICS, and where...
TSE:3696
TSE:3696Media

Ceres (TSE:3696) Margins Jump on ¥2.4B One-Off Gain, Raises Questions on Earnings Quality

Ceres (TSE:3696) saw net profit margins jump to 10.2%, up from 4.4% in the previous period, as annual earnings soared 155.2%. These standout results included a significant one-off gain of ¥2.4 billion, which played a major role in boosting the bottom line and pushed the company’s Price-to-Earnings ratio down to 8x, well below both the Japanese media industry average of 16.9x and the peer average of 21.4x. While recent operational improvements and attractive valuation metrics are drawing...
TSE:5016
TSE:5016Metals and Mining

JX Advanced Metals (TSE:5016): Evaluating Valuation After Strong 132% Three-Month Share Price Surge

JX Advanced Metals (TSE:5016) stock has caught some attention lately, given its recent share price changes and shifts in revenue and profit growth over the past year. Investors seem to be weighing up what these performance trends could mean going forward. See our latest analysis for JX Advanced Metals. The share price return for JX Advanced Metals has been eye-catching, with a 132% gain over the past three months and a 135% move year-to-date. This suggests momentum is still building. This...
TSE:9715
TSE:9715Professional Services

Transcosmos (TSE:9715) Margin Jump Challenges Bearish Narrative on Earnings Sustainability

Transcosmos (TSE:9715) reported a net profit margin of 3.6%, up from last year’s 2.7%. EPS jumped 39% year-over-year, reversing the company’s five-year trend of a 2.2% annual decline. With revenue forecast to grow at 4.7% per year and trading at a P/E of just 10x, well below peers, investors are weighing attractive valuations and improved profitability against only modest future earnings growth and a minor dividend sustainability risk. See our full analysis for transcosmos. Next, we'll see...
TSE:2805
TSE:2805Food

S&B Foods (TSE:2805) Net Margin Decline Reinforces Defensive Value Narrative

S&B Foods (TSE:2805) posted a net profit margin of 6.1% for the most recent period, slightly below last year's 6.4%. Over the past five years, the company has grown earnings at an average annual rate of 5.2%, although the latest year saw a decline. With a price-to-earnings ratio of 10.6x, lower than both the Japanese food industry average of 16.3x and the peer average, investors see value in S&B Foods, especially since its share price of ¥3,335 still sits below an estimated fair value of...
TSE:5482
TSE:5482Metals and Mining

Aichi Steel (TSE:5482) Earnings Soar 134%, Strengthening Bullish Growth Narratives Ahead of Valuation Debate

Aichi Steel (TSE:5482) delivered a remarkable earnings performance, with net profit jumping 133.8% year-over-year and five-year annualized earnings growth averaging 29.3%. The company’s net profit margin climbed to 3.9%, up from 1.7% last year. This signals a strong improvement in profitability that is likely to draw investor interest this earnings season. With earnings momentum and healthier margins, there is renewed attention on how these metrics fit into the broader investment picture. See...
TSE:1948
TSE:1948Construction

Kodensha (TSE:1948) Earnings Surge 122%, Profit Margin Expansion Reinforces Bullish Narratives

Kodensha (TSE:1948) delivered striking earnings growth of 121.9% over the past year, surging past its five-year average increase of 28.5% per year. Net profit margin rose to 6.9% from last year’s 3.6%, and the company’s EPS valuation at a Price-to-Earnings Ratio of 8.3x is well below the peer and industry averages at 10.1x and 12.3x respectively, signaling attractive value for investors. With robust profit growth and expanding margins on display, the recent results make a compelling case for...
TSE:8052
TSE:8052Trade Distributors

Tsubakimoto Kogyo (TSE:8052) Earnings Growth Surpasses Five-Year Trend, Reinforcing Stable Profit Narrative

Tsubakimoto Kogyo (TSE:8052) posted an impressive 29.1% earnings growth in the past year, outpacing its already strong five-year CAGR of 12.9%. Net profit margin improved to 3.9% from 3.5% the previous year, reflecting enhanced profitability for shareholders. Investors have taken note, with the company flagging high-quality earnings and reward signals pointing to strong value, an attractive dividend, and robust profit growth. No material risks have been identified in the current data. See our...
TSE:4565
TSE:4565Pharmaceuticals

Nxera Pharma (TSE:4565): Losses Worsen 53.9% Annually, Growth Forecasts Challenge Cautious Market Narratives

Nxera Pharma (TSE:4565) remains unprofitable, with losses having grown at an annual rate of 53.9% over the past five years. Looking ahead, analysts expect revenue to climb 9.5% per year, outpacing the Japanese market’s 4.5% average. Earnings are projected to increase 53.44% annually, putting the company on track to achieve profitability within the next three years. Despite these robust growth projections, recent net profit margins have not shown improvement, leaving the company firmly in...
TSE:7925
TSE:7925Building

Maezawa Kasei Industries (TSE:7925) Profit Margin Beat Reinforces Bullish Narrative

Maezawa Kasei Industries (TSE:7925) delivered a net profit margin of 7.7%, improving from 6.5% in the previous period, and achieved EPS growth of 23.3% year over year, significantly ahead of its five-year annual average of 20.5%. The company’s profits have expanded at a 20.5% annual rate over the past five years, and this period’s margin boost reinforces the quality of its earnings even as the shares trade above estimated fair value. See our full analysis for Maezawa Kasei Industries. Next...
TSE:9044
TSE:9044Transportation

Nankai Electric Railway (TSE:9044) Margin Decline Challenges Premium Valuation Narrative

Nankai Electric Railway (TSE:9044) reported its latest net profit margin at 9.1%, down from 11.2% a year earlier. Earnings are expected to grow just 0.7% per year, with revenue forecast to increase by 3.4% annually. Although the company averaged a robust 43.9% annual earnings growth over the past five years, the most recent results reveal a year-on-year earnings decline. This sets a cautious tone for investors monitoring the company’s outlook. See our full analysis for Nankai Electric...
TSE:2053
TSE:2053Food

Chubu Shiryo (TSE:2053) Earnings Decline Reinforces Value Versus Growth Narrative

Chubu Shiryo (TSE:2053) posted a 1.6% annual decline in earnings over the past five years, with net profit margins currently at 1.8%, slightly below last year’s 2%. Although the company experienced negative earnings growth in the latest period, its valuation metrics look appealing, trading at 12.3x Price-to-Earnings relative to higher industry and peer averages. For investors, a below-market P/E ratio combined with dividend appeal supports the reward case. However, growth concerns remain a...
TSE:9759
TSE:9759IT

NSD (TSE:9759) Profit Growth Accelerates, Challenging Cautious Valuation Narratives

NSD (TSE:9759) reported robust earnings growth, with net profits rising 14% over the past year and annualized earnings growth averaging 13.3% over the last five years. Net profit margins edged up to 10.9% from 10.4%, and revenue is expected to grow 6.5% per year, comfortably outpacing the broader JP market’s 4.5% projection. With shares trading at ¥3296, above their estimated fair value, and the P/E ratio of 20.6x sitting between industry benchmarks, investors are likely to receive these...
TSE:6770
TSE:6770Electronic

Alps Alpine (TSE:6770): One-Off Gain Clouds Earnings Quality, Challenges Profit Narrative

Alps Alpine (TSE:6770) became profitable over the past year, with a 12.1% annual earnings growth rate over the last five years. However, its latest net profit margin was significantly boosted by a ¥27.9 billion non-recurring income classified as a one-off gain. This makes it harder to gauge the quality of underlying earnings. Looking forward, both revenue and earnings are forecast to decline annually by 0.3% and 28.9% respectively over the next three years, putting near-term pressure on...
TSE:8141
TSE:8141Electronic

Shinko Shoji (TSE:8141) Headline Profit Lifted by ¥2.2B One-Off Gain, Raising Earnings Quality Concerns

Shinko Shoji (TSE:8141) saw its earnings decline by an average of 2.8% per year over the past five years, with the latest annual period showing another year of negative earnings growth. Net profit margins remained at 0.9%, matching last year’s level, while reported earnings were boosted by a sizable ¥2.2 billion one-off gain that does not reflect ongoing operations. Shares currently trade at a Price-To-Earnings ratio of 35.4x, which is well above both the Japanese electronic industry average...
TSE:9009
TSE:9009Transportation

Keisei Electric Railway (TSE:9009) Profit Margins Fall as One-Off Gain Distorts Earnings Quality

Keisei Electric Railway (TSE:9009) reported net profit margins of 22.1%, down from 28.7% a year ago, highlighting a notable decline in profitability. The latest twelve months were boosted by a one-off gain of ¥41.4 billion, which inflates recent earnings figures but will not repeat going forward. Despite attractive relative valuation metrics, with a Price-To-Earnings ratio of 8.2x compared to the industry’s 12.4x, investors are maintaining a cautious stance. Revenues are forecast to grow just...
TSE:8818
TSE:8818Real Estate

Keihanshin Building (TSE:8818) Margin Surge Driven by ¥1.9B One-Off Gain Challenges Core Growth Narrative

Keihanshin Building (TSE:8818) posted a net profit margin of 24.6% for the period ending September 30, 2025, significantly higher than last year’s 17.5%. Full-year earnings jumped 46.9%, marking a sharp turnaround from the negative 11.1% average decline over the previous five years, bolstered by a one-off gain of ¥1.9 billion. Despite this headline growth, shares are trading at ¥1,733, which is well above the estimated fair value of ¥560.96. The company’s price-to-earnings ratio of 17.1x...