INTLOOP (TSE:9556) Q1: EPS Surge Reinforces Bullish High‑Growth Narrative Despite Rich P/E

INTLOOP (TSE:9556) opened its new fiscal year with Q1 2026 revenue of ¥9.6 billion and basic EPS of ¥39.9, setting a clear marker for how its growth story is carrying into the current year. The company has seen quarterly revenue climb from ¥8.0 billion in Q1 2025 to ¥9.6 billion in Q1 2026, while basic EPS moved from ¥25.8 to ¥39.9 over the same period, and trailing 12 month EPS has advanced from ¥97.2 to ¥160.6 as revenue scaled from ¥27.1 billion to ¥35.2 billion. With net income and margins tracking that expansion, this latest print gives investors a more robust profitability profile to weigh as they dig into the details of the quarter.

See our full analysis for INTLOOP.

With the headline numbers on the table, the next step is to see how this momentum lines up against the most widely held narratives about INTLOOP, highlighting where the data supports the story and where expectations may need a reset.

Curious how numbers become stories that shape markets? Explore Community Narratives

TTM revenue climbs to ¥35.2 billion

• On a trailing 12 month basis, revenue reached about ¥35.2 billion, up from roughly ¥27.1 billion a year earlier, while TTM net income rose from about ¥902 million to ¥1,501.5 million.
• What stands out for a bullish view arguing INTLOOP is a structural growth story is how these higher TTM revenues tie into faster forecast growth, with revenue expected to expand about 24.5 percent per year versus roughly 4.6 percent for the wider Japan market and earnings projected to grow about 36.8 percent annually.
  • That combination of TTM revenue rising by around ¥8.1 billion year on year and EPS climbing from 97.18 JPY to 160.59 JPY on a trailing basis heavily supports the idea that growth is not just theoretical but already visible in the financials.
  • At the same time, the trailing net margin improving from 3.5 percent to 4.3 percent suggests that higher scale has not come at the expense of profitability, which is a key point for bulls focusing on earnings durability rather than just top line expansion.

To see how this growth trajectory fits into the broader long term story some investors are building, including where it could stall, 📊 Read the full INTLOOP Consensus Narrative.

Margins and EPS trend move together

• Trailing 12 month EPS increased from 114.73 JPY to 160.59 JPY over the last year, while the net profit margin edged up from 3.5 percent to 4.3 percent on the same basis.
• Supporters with a bullish tilt often emphasize that higher quality earnings can justify paying up for a stock, and the data here reinforces that argument by pairing stronger EPS with better margins rather than relying solely on revenue growth.
  • The move in TTM net income from about ¥1,066.5 million to ¥1,501.5 million alongside the EPS step up shows that profit growth is broad based, not just a one off quarterly spike.
  • Looking across recent quarters, basic EPS of 25.80 JPY, 35.50 JPY, 30.02 JPY, 54.93 JPY, and 39.94 JPY from Q1 2025 through Q1 2026 illustrates that while quarterly numbers can be bumpy, the overall level has lifted meaningfully compared with the earlier 39.43 JPY print in Q4 2024.

Valuation pulls in two directions

• The shares trade around ¥4,015, implying a trailing P E of roughly 25 times compared with about 12.9 times for peers, yet the DCF fair value is estimated at ¥10,772.98, which is roughly 62.7 percent above the current price.
• Critics taking a more cautious, quasi bearish stance point to the premium P E as a concern, but the numbers also show a tension, because that higher multiple sits alongside strong EPS growth of about 40.8 percent over the past year and a DCF fair value that materially exceeds the market price.
  • Relative to the Japan Professional Services industry at around 13.7 times earnings and peers at 12.9 times, the 25 times multiple screens expensive, which resonates with worries about overpaying if growth were to slow.
  • However, when the same data shows forecast revenue growth of about 24.5 percent a year and earnings growth of about 36.8 percent per year, plus a DCF fair value almost ¥6,800 above today’s price, it challenges the idea that the stock is purely overvalued without any embedded growth support.

Next Steps

Don't just look at this quarter; the real story is in the long-term trend. We've done an in-depth analysis on INTLOOP's growth and its valuation to see if today's price is a bargain. Add the company to your watchlist or portfolio now so you don't miss the next big move.

See What Else Is Out There

Despite impressive growth and improving margins, INTLOOP still trades on a rich earnings multiple, which raises the risk that any slowdown could hit returns hard.

If you would rather not pay up for that uncertainty, use our these 903 undervalued stocks based on cash flows to quickly focus on companies where price, growth, and fundamentals line up more comfortably today.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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