Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to JP¥8,427, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Software industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,464 per share. Declared Dividend • Jul 25
Dividend of JP¥65.00 announced Shareholders will receive a dividend of JP¥65.00. Ex-date: 29th September 2026 Payment date: 17th November 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (1% earnings payout ratio) and cash flows (53% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jul 23
First quarter 2027 earnings released: EPS: JP¥64.87 (vs JP¥54.19 in 1Q 2026) First quarter 2027 results: EPS: JP¥64.87 (up from JP¥54.19 in 1Q 2026). Revenue: JP¥13.8b (up 14% from 1Q 2026). Net income: JP¥4.88b (up 20% from 1Q 2026). Profit margin: 35% (up from 34% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Aankondiging • Jun 20
OBIC Business Consultants Co., Ltd. to Report Q1, 2027 Results on Jul 22, 2026 OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2027 results on Jul 22, 2026 Buy Or Sell Opportunity • Jun 09
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.2% to JP¥5,915. The fair value is estimated to be JP¥7,413, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Buy Or Sell Opportunity • May 25
Now 20% undervalued Over the last 90 days, the stock has risen 6.3% to JP¥5,979. The fair value is estimated to be JP¥7,514, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period. Reported Earnings • Apr 22
Full year 2026 earnings released: EPS: JP¥241 (vs JP¥215 in FY 2025) Full year 2026 results: EPS: JP¥241 (up from JP¥215 in FY 2025). Revenue: JP¥51.4b (up 9.4% from FY 2025). Net income: JP¥18.1b (up 12% from FY 2025). Profit margin: 35% (in line with FY 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Aankondiging • Apr 22
OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026 OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 22, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥58.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%). New Risk • Feb 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% 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 (53% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change). Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to JP¥5,807, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Software industry in Japan. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,473 per share. Aankondiging • Jan 28
OBIC Business Consultants Co., Ltd. Revises Dividend Guidance for the Fiscal Year Ending March 2026 OBIC Business Consultants Co., Ltd. at a meeting of its Board of Directors held on January 26, 2026, it resolved to revise its forecast for dividend per share for the fiscal year ending March 2026. For the year, the company expects dividend of JPY 58.00 per share compare to JPY 53.00 per share a year ago. Reason for revision to dividend forecasts: The Company's dividend policy is to maintain stable returns to shareholders over the long term. For the time being, the company plan to achieve stable returns to shareholders over the long term with a payout ratio of approximately 45%. With regard to the dividend forecast for the fiscal year ending March 2026, the company have decided to increase the year-end dividend by JPY 5 per share to JPY 58, and to increase the annual dividend to JPY 111, considering the above policy and trends in business performance, etc. comprehensively. Reported Earnings • Jan 27
Third quarter 2026 earnings released: EPS: JP¥57.04 (vs JP¥54.41 in 3Q 2025) Third quarter 2026 results: EPS: JP¥57.04 (up from JP¥54.41 in 3Q 2025). Revenue: JP¥12.9b (up 7.7% from 3Q 2025). Net income: JP¥4.29b (up 4.8% from 3Q 2025). Profit margin: 33% (in line with 3Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year. Aankondiging • Dec 24
OBIC Business Consultants Co., Ltd. to Report Q3, 2026 Results on Jan 26, 2026 OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2026 results on Jan 26, 2026 Declared Dividend • Nov 18
First half dividend of JP¥53.00 announced Shareholders will receive a dividend of JP¥53.00. Ex-date: 30th March 2026 Payment date: 24th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Reported Earnings • Oct 30
Second quarter 2026 earnings released: EPS: JP¥55.86 (vs JP¥48.89 in 2Q 2025) Second quarter 2026 results: EPS: JP¥55.86 (up from JP¥48.89 in 2Q 2025). Revenue: JP¥12.8b (up 11% from 2Q 2025). Net income: JP¥4.20b (up 14% from 2Q 2025). Profit margin: 33% (up from 32% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Sep 25
OBIC Business Consultants Co., Ltd. to Report Q2, 2026 Results on Oct 28, 2025 OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2026 results on Oct 28, 2025 Price Target Changed • Sep 24
Price target increased by 7.8% to JP¥9,929 Up from JP¥9,214, the current price target is an average from 7 analysts. New target price is 11% above last closing price of JP¥8,972. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥237 for next year compared to JP¥215 last year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥53.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 18 November 2025. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%). Reported Earnings • Jul 24
First quarter 2026 earnings released: EPS: JP¥54.19 (vs JP¥52.65 in 1Q 2025) First quarter 2026 results: EPS: JP¥54.19 (up from JP¥52.65 in 1Q 2025). Revenue: JP¥12.2b (up 8.2% from 1Q 2025). Net income: JP¥4.07b (up 2.9% from 1Q 2025). Profit margin: 34% (down from 35% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jun 24
Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024) Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jun 21
OBIC Business Consultants Co., Ltd. to Report Q1, 2026 Results on Jul 23, 2025 OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025 Reported Earnings • Apr 23
Full year 2025 earnings released: EPS: JP¥215 (vs JP¥184 in FY 2024) Full year 2025 results: EPS: JP¥215 (up from JP¥184 in FY 2024). Revenue: JP¥47.0b (up 12% from FY 2024). Net income: JP¥16.2b (up 17% from FY 2024). Profit margin: 34% (up from 33% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year. Aankondiging • Apr 22
OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025 OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 23, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%). Aankondiging • Mar 15
OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2025 OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2025 results on Apr 22, 2025 Reported Earnings • Jan 27
Third quarter 2025 earnings released: EPS: JP¥54.41 (vs JP¥47.17 in 3Q 2024) Third quarter 2025 results: EPS: JP¥54.41 (up from JP¥47.17 in 3Q 2024). Revenue: JP¥12.0b (up 9.9% from 3Q 2024). Net income: JP¥4.09b (up 15% from 3Q 2024). Profit margin: 34% (up from 32% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Dec 19
OBIC Business Consultants Co., Ltd. to Report Q3, 2025 Results on Jan 24, 2025 OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2025 results on Jan 24, 2025 Reported Earnings • Oct 31
Second quarter 2025 earnings released: EPS: JP¥48.89 (vs JP¥44.34 in 2Q 2024) Second quarter 2025 results: EPS: JP¥48.89 (up from JP¥44.34 in 2Q 2024). Revenue: JP¥11.5b (up 11% from 2Q 2024). Net income: JP¥3.68b (up 10% from 2Q 2024). Profit margin: 32% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year. Aankondiging • Sep 21
OBIC Business Consultants Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024 OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 20 November 2024. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.2%). Reported Earnings • Jul 26
First quarter 2025 earnings released: EPS: JP¥52.64 (vs JP¥36.85 in 1Q 2024) First quarter 2025 results: EPS: JP¥52.64 (up from JP¥36.85 in 1Q 2024). Revenue: JP¥11.2b (up 23% from 1Q 2024). Net income: JP¥3.96b (up 43% from 1Q 2024). Profit margin: 35% (up from 30% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Board Change • Jul 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Part-Time Outside Auditor Tomonori Anan was the last 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: Insufficient board refreshment. Aankondiging • Jun 26
OBIC Business Consultants Co., Ltd. to Report Q1, 2025 Results on Jul 24, 2024 OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2025 results on Jul 24, 2024 Aankondiging • Apr 26
OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024 OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 24, 2024. Reported Earnings • Apr 24
Full year 2024 earnings released: EPS: JP¥184 (vs JP¥147 in FY 2023) Full year 2024 results: EPS: JP¥184 (up from JP¥147 in FY 2023). Revenue: JP¥42.0b (up 25% from FY 2023). Net income: JP¥13.8b (up 26% from FY 2023). Profit margin: 33% (in line with FY 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Aankondiging • Mar 27
OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2024 OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.3%). Reported Earnings • Jan 26
Third quarter 2024 earnings released: EPS: JP¥47.17 (vs JP¥32.23 in 3Q 2023) Third quarter 2024 results: EPS: JP¥47.17 (up from JP¥32.23 in 3Q 2023). Revenue: JP¥10.9b (up 29% from 3Q 2023). Net income: JP¥3.55b (up 46% from 3Q 2023). Profit margin: 32% (up from 29% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Aankondiging • Dec 20
OBIC Business Consultants Co., Ltd. to Report Q3, 2024 Results on Jan 24, 2024 OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2024 results on Jan 24, 2024 Reported Earnings • Oct 26
Second quarter 2024 earnings released: EPS: JP¥44.34 (vs JP¥32.57 in 2Q 2023) Second quarter 2024 results: EPS: JP¥44.34 (up from JP¥32.57 in 2Q 2023). Revenue: JP¥10.3b (up 31% from 2Q 2023). Net income: JP¥3.33b (up 36% from 2Q 2023). Profit margin: 32% (up from 31% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Aankondiging • Sep 24
OBIC Business Consultants Co., Ltd. to Report Q2, 2024 Results on Oct 24, 2023 OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2024 results on Oct 24, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥35.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 21 November 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.7%). Reported Earnings • Jul 26
First quarter 2024 earnings released: EPS: JP¥36.85 (vs JP¥35.92 in 1Q 2023) First quarter 2024 results: EPS: JP¥36.85 (up from JP¥35.92 in 1Q 2023). Revenue: JP¥9.14b (up 9.6% from 1Q 2023). Net income: JP¥2.77b (up 2.6% from 1Q 2023). Profit margin: 30% (down from 32% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Aankondiging • Jun 22
OBIC Business Consultants Co., Ltd. to Report Q1, 2024 Results on Jul 25, 2023 OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2024 results on Jul 25, 2023 Reported Earnings • Apr 26
Full year 2023 earnings released: EPS: JP¥147 (vs JP¥157 in FY 2022) Full year 2023 results: EPS: JP¥147 (down from JP¥157 in FY 2022). Revenue: JP¥33.7b (down 3.0% from FY 2022). Net income: JP¥11.0b (down 6.6% from FY 2022). Profit margin: 33% (down from 34% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share at 1.4% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%). Reported Earnings • Jan 26
Third quarter 2023 earnings released: EPS: JP¥32.23 (vs JP¥40.46 in 3Q 2022) Third quarter 2023 results: EPS: JP¥32.23 (down from JP¥40.46 in 3Q 2022). Revenue: JP¥8.46b (down 7.8% from 3Q 2022). Net income: JP¥2.42b (down 20% from 3Q 2022). Profit margin: 29% (down from 33% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Aankondiging • Dec 24
OBIC Business Consultants Co., Ltd. to Report Q3, 2023 Results on Jan 24, 2023 OBIC Business Consultants Co., Ltd. announced that they will report Q3, 2023 results on Jan 24, 2023 Buying Opportunity • Oct 31
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥5,364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 11%. Reported Earnings • Oct 27
Second quarter 2023 earnings released: EPS: JP¥32.57 (vs JP¥37.89 in 2Q 2022) Second quarter 2023 results: EPS: JP¥32.57 (down from JP¥37.89 in 2Q 2022). Revenue: JP¥7.88b (down 8.1% from 2Q 2022). Net income: JP¥2.45b (down 14% from 2Q 2022). Profit margin: 31% (down from 33% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Aankondiging • Sep 28
OBIC Business Consultants Co., Ltd. to Report Q2, 2023 Results on Oct 25, 2022 OBIC Business Consultants Co., Ltd. announced that they will report Q2, 2023 results on Oct 25, 2022 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 November 2022. The company last paid an ordinary dividend in October 2011. The average dividend yield among industry peers is 1.8%. Buying Opportunity • Sep 21
Now 20% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be JP¥5,809, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%. Buying Opportunity • Aug 08
Now 21% undervalued Over the last 90 days, the stock is up 6.1%. The fair value is estimated to be JP¥5,830, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 9.5%. Reported Earnings • Jul 22
First quarter 2023 earnings released: EPS: JP¥35.92 (vs JP¥31.50 in 1Q 2022) First quarter 2023 results: EPS: JP¥35.92 (up from JP¥31.50 in 1Q 2022). Revenue: JP¥8.34b (up 8.5% from 1Q 2022). Net income: JP¥2.70b (up 14% from 1Q 2022). Profit margin: 32% (up from 31% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improved over the past week After last week's 23% share price gain to JP¥4,670, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 23x in the Software industry in Japan. Total loss to shareholders of 2.6% over the past three years. Aankondiging • Jun 22
OBIC Business Consultants Co., Ltd. to Report Q1, 2023 Results on Jul 21, 2022 OBIC Business Consultants Co., Ltd. announced that they will report Q1, 2023 results on Jul 21, 2022 Buying Opportunity • Jun 14
Now 21% undervalued Over the last 90 days, the stock is up 6.0%. The fair value is estimated to be JP¥5,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%. Buying Opportunity • May 12
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 8.0%. The fair value is estimated to be JP¥5,424, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 6.3%. Reported Earnings • Apr 27
Full year 2022 earnings released: EPS: JP¥157 (vs JP¥129 in FY 2021) Full year 2022 results: EPS: JP¥157 (up from JP¥129 in FY 2021). Revenue: JP¥34.8b (up 19% from FY 2021). Net income: JP¥11.8b (up 22% from FY 2021). Profit margin: 34% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year. Aankondiging • Apr 23
OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022 OBIC Business Consultants Co., Ltd., Annual General Meeting, Jun 27, 2022. Aankondiging • Apr 08
OBIC Business Consultants Co., Ltd. to Report Fiscal Year 2022 Results on Apr 21, 2022 OBIC Business Consultants Co., Ltd. announced that they will report fiscal year 2022 results on Apr 21, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 22 June 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.8%). Reported Earnings • Jan 26
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥40.46 (up from JP¥28.76 in 3Q 2021). Revenue: JP¥9.18b (up 24% from 3Q 2021). Net income: JP¥3.04b (up 41% from 3Q 2021). Profit margin: 33% (up from 29% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Price Target Changed • Jan 15
Price target decreased to JP¥6,650 Down from JP¥7,157, the current price target is provided by 1 analyst. New target price is 50% above last closing price of JP¥4,435. Stock is down 36% over the past year. The company posted earnings per share of JP¥129 last year. Reported Earnings • Oct 27
Second quarter 2022 earnings released: EPS JP¥37.89 (vs JP¥31.78 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥8.58b (up 19% from 2Q 2021). Net income: JP¥2.85b (up 19% from 2Q 2021). Profit margin: 33% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 22
Inaugural dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 24 November 2021. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.3%. Reported Earnings • Jul 23
First quarter 2022 earnings released: EPS JP¥31.50 (vs JP¥24.92 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥7.69b (up 17% from 1Q 2021). Net income: JP¥2.37b (up 26% from 1Q 2021). Profit margin: 31% (up from 28% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Reported Earnings • Jun 24
Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020) The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Reported Earnings • Apr 25
Full year 2021 earnings released: EPS JP¥129 (vs JP¥132 in FY 2020) The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥29.3b (down 2.7% from FY 2020). Net income: JP¥9.67b (down 2.9% from FY 2020). Profit margin: 33% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Inaugural dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 23 June 2021. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.3%. Is New 90 Day High Low • Feb 17
New 90-day low: JP¥6,380 The company is down 7.0% from its price of JP¥6,850 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. Reported Earnings • Feb 09
Third quarter 2021 earnings released The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings. Reported Earnings • Jan 28
Third quarter 2021 earnings released: EPS JP¥28.76 (vs JP¥25.34 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.42b (up 3.4% from 3Q 2020). Net income: JP¥2.16b (up 14% from 3Q 2020). Profit margin: 29% (up from 27% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.