Reported Earnings • Mar 14
Full year 2026 earnings released: EPS: JP¥142 (vs JP¥164 in FY 2025) Full year 2026 results: EPS: JP¥142 (down from JP¥164 in FY 2025). Revenue: JP¥35.4b (up 7.9% from FY 2025). Net income: JP¥944.0m (down 14% from FY 2025). Profit margin: 2.7% (down from 3.3% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Announcement • Mar 13
OM2 Network Co.,Ltd., Annual General Meeting, Apr 28, 2026 OM2 Network Co.,Ltd., Annual General Meeting, Apr 28, 2026. Upcoming Dividend • Jan 22
Upcoming dividend of JP¥34.00 per share Eligible shareholders must have bought the stock before 29 January 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.5%). Announcement • Dec 30
OM2 Network Co.,Ltd. to Report Fiscal Year 2026 Results on Mar 13, 2026 OM2 Network Co.,Ltd. announced that they will report fiscal year 2026 results on Mar 13, 2026 Reported Earnings • Dec 16
Third quarter 2026 earnings released: EPS: JP¥32.29 (vs JP¥36.61 in 3Q 2025) Third quarter 2026 results: EPS: JP¥32.29 (down from JP¥36.61 in 3Q 2025). Revenue: JP¥8.60b (up 8.8% from 3Q 2025). Net income: JP¥215.0m (down 12% from 3Q 2025). Profit margin: 2.5% (down from 3.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Nov 14
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 5.9% 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 (5.9% average weekly change). Market cap is less than US$100m (JP¥12.2b market cap, or US$78.8m). Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥1,749, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 76% over the past three years. Announcement • Oct 01
OM2 Network Co.,Ltd. to Report Q3, 2026 Results on Dec 12, 2025 OM2 Network Co.,Ltd. announced that they will report Q3, 2026 results on Dec 12, 2025 Reported Earnings • Sep 15
Second quarter 2026 earnings released: EPS: JP¥24.78 (vs JP¥24.09 in 2Q 2025) Second quarter 2026 results: EPS: JP¥24.78 (up from JP¥24.09 in 2Q 2025). Revenue: JP¥8.66b (up 9.6% from 2Q 2025). Net income: JP¥165.0m (up 1.9% from 2Q 2025). Profit margin: 1.9% (down from 2.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jun 29
OM2 Network Co.,Ltd. to Report Q2, 2026 Results on Sep 12, 2025 OM2 Network Co.,Ltd. announced that they will report Q2, 2026 results on Sep 12, 2025 New Risk • Jun 15
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 4.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.9% net profit margin). Market cap is less than US$100m (JP¥10.2b market cap, or US$71.0m). Announcement • May 16
Fumiaki Yasuno and Hideura Miharu agreed to acquire 92.90% stake in Mimedia Co., Ltd. from OM2 Network Co.,Ltd. (TSE:7614). Fumiaki Yasuno and Hideura Miharu agreed to acquire 92.90% stake in Mimedia Co., Ltd. from OM2 Network Co.,Ltd. (TSE:7614) on May 15, 2025. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Mimedia Co., Ltd.
The expected completion of the transaction is May 22, 2025. Reported Earnings • May 02
Full year 2025 earnings released: EPS: JP¥164 (vs JP¥198 in FY 2024) Full year 2025 results: EPS: JP¥164 (down from JP¥198 in FY 2024). Revenue: JP¥32.8b (up 2.1% from FY 2024). Net income: JP¥1.10b (down 18% from FY 2024). Profit margin: 3.3% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year. Announcement • Mar 29
OM2 Network Co.,Ltd. to Report Q1, 2026 Results on Jun 13, 2025 OM2 Network Co.,Ltd. announced that they will report Q1, 2026 results on Jun 13, 2025 Reported Earnings • Mar 15
Full year 2025 earnings released: EPS: JP¥164 (vs JP¥198 in FY 2024) Full year 2025 results: EPS: JP¥164 (down from JP¥198 in FY 2024). Revenue: JP¥32.8b (up 2.1% from FY 2024). Net income: JP¥1.10b (down 18% from FY 2024). Profit margin: 3.3% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. 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 12% per year. Announcement • Mar 14
OM2 Network Co.,Ltd., Annual General Meeting, Apr 28, 2025 OM2 Network Co.,Ltd., Annual General Meeting, Apr 28, 2025. Upcoming Dividend • Jan 23
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%). Announcement • Jan 03
OM2 Network Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 13, 2025 OM2 Network Co.,Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on Mar 13, 2025 Reported Earnings • Dec 16
Third quarter 2025 earnings released: EPS: JP¥36.61 (vs JP¥51.26 in 3Q 2024) Third quarter 2025 results: EPS: JP¥36.61 (down from JP¥51.26 in 3Q 2024). Revenue: JP¥7.91b (flat on 3Q 2024). Net income: JP¥245.0m (down 29% from 3Q 2024). Profit margin: 3.1% (down from 4.4% in 3Q 2024). 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 8% per year. Reported Earnings • Sep 17
Second quarter 2025 earnings released: EPS: JP¥24.09 (vs JP¥41.16 in 2Q 2024) Second quarter 2025 results: EPS: JP¥24.09 (down from JP¥41.16 in 2Q 2024). Revenue: JP¥7.90b (flat on 2Q 2024). Net income: JP¥162.0m (down 42% from 2Q 2024). Profit margin: 2.1% (down from 3.5% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥1,250, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 17% over the past three years. Announcement • Jun 30
OM2 Network Co.,Ltd. to Report Q2, 2025 Results on Sep 13, 2024 OM2 Network Co.,Ltd. announced that they will report Q2, 2025 results on Sep 13, 2024 Reported Earnings • Jun 16
First quarter 2025 earnings released: EPS: JP¥52.49 (vs JP¥44.13 in 1Q 2024) First quarter 2025 results: EPS: JP¥52.49 (up from JP¥44.13 in 1Q 2024). Revenue: JP¥8.03b (up 2.5% from 1Q 2024). Net income: JP¥353.0m (up 19% from 1Q 2024). Profit margin: 4.4% (up from 3.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 04
Full year 2024 earnings released: EPS: JP¥198 (vs JP¥132 in FY 2023) Full year 2024 results: EPS: JP¥198 (up from JP¥132 in FY 2023). Revenue: JP¥32.1b (up 1.8% from FY 2023). Net income: JP¥1.34b (up 51% from FY 2023). Profit margin: 4.2% (up from 2.8% in FY 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Mar 31
OM2 Network Co.,Ltd. to Report Q1, 2025 Results on Jun 14, 2024 OM2 Network Co.,Ltd. announced that they will report Q1, 2025 results on Jun 14, 2024 Reported Earnings • Mar 17
Full year 2024 earnings released: EPS: JP¥198 (vs JP¥132 in FY 2023) Full year 2024 results: EPS: JP¥198 (up from JP¥132 in FY 2023). Revenue: JP¥32.1b (up 1.8% from FY 2023). Net income: JP¥1.34b (up 51% from FY 2023). Profit margin: 4.2% (up from 2.8% in FY 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • Mar 16
OM2 Network Co.,Ltd., Annual General Meeting, Apr 26, 2024 OM2 Network Co.,Ltd., Annual General Meeting, Apr 26, 2024. Upcoming Dividend • Jan 23
Upcoming dividend of JP¥24.00 per share at 1.6% yield Eligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.6%). Reported Earnings • Dec 15
Third quarter 2024 earnings released: EPS: JP¥51.26 (vs JP¥28.23 in 3Q 2023) Third quarter 2024 results: EPS: JP¥51.26 (up from JP¥28.23 in 3Q 2023). Revenue: JP¥7.83b (up 1.5% from 3Q 2023). Net income: JP¥345.0m (up 82% from 3Q 2023). Profit margin: 4.4% (up from 2.5% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Oct 01
OM2 Network Co.,Ltd. to Report Q3, 2024 Results on Dec 13, 2023 OM2 Network Co.,Ltd. announced that they will report Q3, 2024 results on Dec 13, 2023 Reported Earnings • Sep 18
Second quarter 2024 earnings released: EPS: JP¥41.16 (vs JP¥29.27 in 2Q 2023) Second quarter 2024 results: EPS: JP¥41.16 (up from JP¥29.27 in 2Q 2023). Revenue: JP¥7.87b (up 2.6% from 2Q 2023). Net income: JP¥277.0m (up 41% from 2Q 2023). Profit margin: 3.5% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Jun 16
First quarter 2024 earnings released: EPS: JP¥44.13 (vs JP¥32.54 in 1Q 2023) First quarter 2024 results: EPS: JP¥44.13 (up from JP¥32.54 in 1Q 2023). Revenue: JP¥7.83b (up 2.7% from 1Q 2023). Net income: JP¥297.0m (up 36% from 1Q 2023). Profit margin: 3.8% (up from 2.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • May 03
Full year 2023 earnings released: EPS: JP¥132 (vs JP¥144 in FY 2022) Full year 2023 results: EPS: JP¥132 (down from JP¥144 in FY 2022). Revenue: JP¥31.5b (up 6.1% from FY 2022). Net income: JP¥886.0m (down 8.8% from FY 2022). Profit margin: 2.8% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 15
Full year 2023 earnings released: EPS: JP¥132 (vs JP¥144 in FY 2022) Full year 2023 results: EPS: JP¥132 (down from JP¥144 in FY 2022). Revenue: JP¥31.5b (up 6.1% from FY 2022). Net income: JP¥886.0m (down 8.8% from FY 2022). Profit margin: 2.8% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jan 23
Upcoming dividend of JP¥24.00 per share Eligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%). Announcement • Jan 19
OM2 Network Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 14, 2023 OM2 Network Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 14, 2023 Reported Earnings • Dec 15
Third quarter 2023 earnings released: EPS: JP¥28.23 (vs JP¥59.29 in 3Q 2022) Third quarter 2023 results: EPS: JP¥28.23 (down from JP¥59.29 in 3Q 2022). Revenue: JP¥7.72b (up 3.7% from 3Q 2022). Net income: JP¥190.0m (down 52% from 3Q 2022). Profit margin: 2.5% (down from 5.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Auditor Susumu Tomizawa was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Oct 02
OM2 Network Co.,Ltd. to Report Q3, 2023 Results on Dec 13, 2022 OM2 Network Co.,Ltd. announced that they will report Q3, 2023 results on Dec 13, 2022 Reported Earnings • Sep 15
Second quarter 2023 earnings released: EPS: JP¥29.27 (vs JP¥16.34 in 2Q 2022) Second quarter 2023 results: EPS: JP¥29.27 (up from JP¥16.34 in 2Q 2022). Revenue: JP¥7.67b (up 4.9% from 2Q 2022). Net income: JP¥197.0m (up 79% from 2Q 2022). Profit margin: 2.6% (up from 1.5% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 14
First quarter 2023 earnings released: EPS: JP¥32.54 (vs JP¥26.75 in 1Q 2022) First quarter 2023 results: EPS: JP¥32.54 (up from JP¥26.75 in 1Q 2022). Revenue: JP¥7.63b (up 14% from 1Q 2022). Net income: JP¥219.0m (up 22% from 1Q 2022). Profit margin: 2.9% (up from 2.7% 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 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. No independent directors (4 non-independent directors). External Auditor Susumu Tomizawa was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Mar 15
Full year 2022 earnings: Revenues and EPS in line with analyst expectations Full year 2022 results: EPS: JP¥144 (up from JP¥102 in FY 2021). Revenue: JP¥29.7b (flat on FY 2021). Net income: JP¥972.0m (up 41% from FY 2021). Profit margin: 3.3% (up from 2.3% in FY 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year. Upcoming Dividend • Jan 21
Upcoming dividend of JP¥24.00 per share Eligible shareholders must have bought the stock before 28 January 2022. Payment date: 30 April 2022. Payout ratio is a comfortable 19% and the cash payout ratio is 96%. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%). Reported Earnings • Dec 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥59.29 (up from JP¥29.12 in 3Q 2021). Revenue: JP¥7.44b (up 4.4% from 3Q 2021). Net income: JP¥399.0m (up 104% from 3Q 2021). Profit margin: 5.4% (up from 2.8% 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 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Reported Earnings • Sep 17
Second quarter 2022 earnings released: EPS JP¥16.34 (vs JP¥1.19 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥7.32b (up 9.9% from 2Q 2021). Net income: JP¥110.0m (up JP¥102.0m from 2Q 2021). Profit margin: 1.5% (up from 0.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year. Reported Earnings • Jun 19
First quarter 2022 earnings released: EPS JP¥26.75 (vs JP¥51.16 in 1Q 2021) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.67b (down 13% from 1Q 2021). Net income: JP¥180.0m (down 48% from 1Q 2021). Profit margin: 2.7% (down from 4.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year. Announcement • Mar 14
OM2 Network Co.,Ltd., Annual General Meeting, Apr 28, 2021 OM2 Network Co.,Ltd., Annual General Meeting, Apr 28, 2021. Reported Earnings • Mar 14
Full year 2021 earnings released: EPS JP¥102 (vs JP¥100 in FY 2020) The company reported a mediocre full year result with weaker revenues, although profit margins were flat and earnings improved. Full year 2021 results: Revenue: JP¥29.6b (down 1.3% from FY 2020). Net income: JP¥689.0m (up 1.6% from FY 2020). Profit margin: 2.3% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 7% per year. Is New 90 Day High Low • Feb 25
New 90-day high: JP¥1,342 The company is up 3.0% from its price of JP¥1,306 on 27 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 2.0% over the same period. Is New 90 Day High Low • Jan 28
New 90-day low: JP¥1,192 The company is down 4.0% from its price of JP¥1,245 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 8.0% over the same period. Announcement • Jan 01
OM2 Network Co.,Ltd. to Report Fiscal Year 2021 Results on Mar 12, 2021 OM2 Network Co.,Ltd. announced that they will report fiscal year 2021 results on Mar 12, 2021 Is New 90 Day High Low • Dec 22
New 90-day low: JP¥1,210 The company is down 2.0% from its price of JP¥1,232 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is flat over the same period. Reported Earnings • Dec 14
Third quarter 2021 earnings released: EPS JP¥29.12 The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥7.13b (down 3.0% from 3Q 2020). Net income: JP¥196.0m (up 8.9% from 3Q 2020). Profit margin: 2.8% (up from 2.5% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year. Is New 90 Day High Low • Dec 01
New 90-day high: JP¥1,330 The company is up 9.0% from its price of JP¥1,225 on 01 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. Announcement • Jul 17
OM2 Network Co.,Ltd. to Report Q2, 2021 Results on Sep 14, 2020 OM2 Network Co.,Ltd. announced that they will report Q2, 2021 results on Sep 14, 2020