TSE:6224
TSE:6224Machinery

JRCLtd (TSE:6224) Profit Margin Decline Challenges Bullish Growth Narrative

JRC Ltd (TSE:6224) reported a net profit margin of 9.5%, down from 10.7% last year, and the company’s earnings are forecast to grow by 14.49% per year. Over the past five years, profits have risen at a 19.4% annual pace, while future revenue is projected to expand at 12.5% per year, comfortably outpacing the broader Japanese market’s expected 4.4% growth. Although recent profit growth of 10% trails the five-year average and margins have slipped, investors are likely to focus on the strong...
TSE:7818
TSE:7818Household Products

TRANSACTIONLtd (TSE:7818) Valuation Discount Reinforces Bull Narrative Despite Slower Earnings Growth

TRANSACTIONLtd (TSE:7818) reported annual earnings growth of 8.4%, below its strong five-year average of 19%. Looking ahead, analysts forecast EPS will rise 10.7% per year and revenue is set to grow 8.6% annually, both outpacing the JP market average growth rates. Investors will note a net profit margin of 14.9%, just below last year’s 15%, and a price-to-earnings ratio of 14.2x, which looks attractive relative to peers and the industry at large. The current share price of ¥1026 trades at a...
TSE:3791
TSE:3791Entertainment

IG Port (TSE:3791) Margin Decline Challenges Bullish Growth Narrative Despite Earnings Outlook

IG Port (TSE:3791) posted profit margins of 6%, down from 7.6% a year ago, signaling a decline in profitability. Despite this, the company’s earnings are forecast to grow sharply at 27.7% per year, far surpassing the Japanese market’s expected 8.1% annual growth, while revenue is projected to increase 12.7% annually. The current share price of ¥1535 sits well below the discounted cash flow estimate of fair value at ¥3371.01. However, the stock appears expensive on price-to-earnings multiples...
TSE:6532
TSE:6532Professional Services

BayCurrent (TSE:6532) Edges Net Margin Higher, Reinforcing Bullish Growth Narrative

Baycurrent (TSE:6532) posted a net profit margin of 26.5%, just edging out last year's margin of 26.3%. Earnings are forecast to grow at an impressive 20.65% per year, with revenue expected to rise at a 20.3% clip, both setting a faster pace than the broader Japanese market’s projected growth. Analysts are calling for annual earnings growth of 20.7%, far outstripping the JP market's 8.1% forecast, which underlines Baycurrent’s robust growth profile and superior margin performance. See our...
TSE:6058
TSE:6058Media

Vector (TSE:6058) Margin Dip Reinforces Concerns Over Profit Resilience Despite Low Valuation

Vector (TSE:6058) reported earnings growth of just 1.3% over the past year, a notable slowdown from its impressive 5-year average of 32.8% per year. Looking ahead, analysts expect annual earnings and revenue growth to come in at 3.7% and 3.2% respectively, both of which fall short of the broader Japanese market averages. For investors, the high earnings quality, history of profit expansion, and price-to-earnings ratio of 11.4x, which is well below industry peers, stand out even as profit...
TSE:3922
TSE:3922Interactive Media and Services

PR TIMES (TSE:3922) Earnings Surge 47% YoY, Reinforcing Bullish Growth Narrative

PR TIMES (TSE:3922) posted robust earnings with 8.4% annual growth over the past five years. Net profit margins climbed to 20% from last year's 16.1%. EPS jumped by 47% year-over-year, a clear acceleration compared to the company’s longer-term pace. With forecasts calling for revenue to grow 12.6% per year and earnings by 15.1% annually, both measures are set to outpace the broader Japanese market. This underscores a period of high-quality expansion for the business. See our full analysis for...
TSE:1407
TSE:1407Construction

West Holdings (TSE:1407) Profit Margin Decline Challenges Bullish Growth Narrative

West Holdings (TSE:1407) reported a net profit margin of 11.3%, which is below last year's 13.4%. Earnings experienced an average annual growth of 3.9% over the past five years but turned negative in the most recent period. Looking ahead, analysts forecast robust earnings growth of 20.2% per year and revenue growth of 13.7% per year. Both figures outpace the Japanese market average of 4.4%. While the forward outlook is strong, the combination of softer current margins and last year's negative...
TSE:2292
TSE:2292Food

S Foods (TSE:2292) Profit Surges on One-Off Gain, Raising Earnings Quality Questions

S Foods (TSE:2292) delivered a net profit margin of 1.2%, improving from last year’s 0.7%. Earnings surged 79.4% over the past year, far outpacing the company’s five-year average decline of 17.8% annually. This jump was mainly driven by a one-off gain of ¥3.8 billion. The stock is trading at ¥2,549, which is above its estimated fair value of ¥2,476.19 and at a price-to-earnings ratio of 14.4x. This ratio is below the Japanese food industry average but higher than its peer group. See our full...
TSE:9948
TSE:9948Consumer Retailing

ARCS (TSE:9948) Margin Gain Reinforces Stable Earnings Narrative Despite Muted Growth Outlook

ARCS (TSE:9948) reported a current net profit margin of 1.9%, edging up from 1.8% a year ago, as earnings grew 7.4% over the past year. This is well ahead of its 0.2% 5-year average annual growth. Forward guidance calls for EPS to grow at 1.6% per year, trailing the 8.1% annual growth expected from the broader Japanese market. Revenue is projected to increase 2.8% annually, remaining below the market’s 4.4% average. With steadily improving profitability, a below-fair-value share price, and a...