Reported Earnings • May 20
First quarter 2026 earnings released: JP¥2.90 loss per share (vs JP¥32.02 loss in 1Q 2025) First quarter 2026 results: JP¥2.90 loss per share (improved from JP¥32.02 loss in 1Q 2025). Revenue: JP¥767.0m (down 5.2% from 1Q 2025). Net loss: JP¥46.0m (loss narrowed 90% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance. Board Change • Apr 24
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Atsushi Watanabe was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Announcement • Apr 22
Allied Architects, Inc. announced that it expects to receive ¥193.514 million in funding from DeFi Development Corp., Macquarie Group Limited Allied Architects, Inc. has announced a private placement to issue common stock of 700,000 at the price of ¥ 267 per share for the gross proceeds of ¥186,900,000, 22nd Series Stock Acquisition Rights Certificates of 89,000 at the price of ¥50 for the gross proceeds of the ¥ 4,450,000, 23rd Series Stock Acquisition Rights Certificates of 5,000 at the price of ¥12 for the gross proceeds of ¥60,000, 24th Series Stock Acquisition Rights Certificates of 8,000 at the price of ¥263 for the gross proceeds of ¥ 21,04,000 and for an total aggregates of ¥ 193,514,000 on April 21, 2026. The transaction involves the new investor participation of DeFi Development Corp for 700,000 shares and 24th series 8,000 stock acquisition rights, Macquarie Bank Limited for 89,000 22nd and 5,000 of 23rd stock acquisition rights. The transaction will happen through third party allocation. The transaction is approved by the board of directors and subject to approval of board of directors for transfer of these stock acquisition rights. The transaction is expected close from May 13, 2026 to May 13, 2026. Reported Earnings • Feb 16
Full year 2025 earnings released: JP¥51.81 loss per share (vs JP¥36.31 loss in FY 2024) Full year 2025 results: JP¥51.81 loss per share (further deteriorated from JP¥36.31 loss in FY 2024). Revenue: JP¥2.99b (down 14% from FY 2024). Net loss: JP¥743.0m (loss widened 44% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance. Announcement • Feb 16
Allied Architects, Inc., Annual General Meeting, Mar 31, 2026 Allied Architects, Inc., Annual General Meeting, Mar 31, 2026. Announcement • Dec 27
Allied Architects, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026 Allied Architects, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026 Reported Earnings • Nov 18
Third quarter 2025 earnings released: JP¥8.17 loss per share (vs JP¥19.21 loss in 3Q 2024) Third quarter 2025 results: JP¥8.17 loss per share (improved from JP¥19.21 loss in 3Q 2024). Revenue: JP¥716.0m (down 15% from 3Q 2024). Net loss: JP¥116.0m (loss narrowed 57% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance. Announcement • Nov 15
Allied Architects, Inc. announced that it expects to receive ¥315.3792 million in funding Allied Architects, Inc. announced a private placement on November 14, 2025. The company will issue 1,651,200 shares at an issue price of ¥191 per share for gross proceeds of 315,379,200.The issuance of the common shares was approved by the resolution of the Board of Directors held on November 14, 2025. The transaction is expected to close on December 1, 2025. The transaction included participation from ZUU Co., Ltd., MF TrustLead Co., Ltd., Masaya Takakuwa, Tan U-Ming, Naoto Yoshida, Naka Nishikawa, Ryoichi Watanabe, Yoshiharu Okubo, Kei Murata, Kohei Terada, and Kazutaka Mori. Announcement • Oct 09
Allied Architects, Inc. to Report Q3, 2025 Results on Nov 14, 2025 Allied Architects, Inc. announced that they will report Q3, 2025 results on Nov 14, 2025 Reported Earnings • Jul 21
First quarter 2025 earnings released: JP¥32.02 loss per share (vs JP¥16.46 loss in 1Q 2024) First quarter 2025 results: JP¥32.02 loss per share (further deteriorated from JP¥16.46 loss in 1Q 2024). Revenue: JP¥809.0m (up 1.3% from 1Q 2024). Net loss: JP¥455.0m (loss widened 94% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Announcement • Jul 18
Allied Architects, Inc. to Report Q2, 2025 Results on Aug 14, 2025 Allied Architects, Inc. announced that they will report Q2, 2025 results on Aug 14, 2025 Announcement • Jun 16
Allied Architects, Inc., Annual General Meeting, Jul 25, 2025 Allied Architects, Inc., Annual General Meeting, Jul 25, 2025. Reported Earnings • Jun 16
Full year 2024 earnings released: JP¥36.31 loss per share (vs JP¥10.28 loss in FY 2023) Full year 2024 results: JP¥36.31 loss per share (further deteriorated from JP¥10.28 loss in FY 2023). Revenue: JP¥3.46b (down 16% from FY 2023). Net loss: JP¥516.0m (loss widened 253% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. New Risk • Jun 02
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 3.1% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Market cap is less than US$100m (JP¥3.14b market cap, or US$21.9m). Announcement • Mar 28
Allied Architects, Inc. to Report Q1, 2025 Results on May 15, 2025 Allied Architects, Inc. announced that they will report Q1, 2025 results on May 15, 2025 New Risk • Jan 21
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Earnings have declined by 3.1% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥2.47b market cap, or US$15.9m). Announcement • Jan 03
Allied Architects, Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025 Allied Architects, Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025 New Risk • Nov 26
New major risk - Revenue and earnings growth Earnings have declined by 3.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.1% per year over the past 5 years. 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¥2.71b market cap, or US$17.6m). Announcement • Aug 27
Allied Architects, Inc. to Report Q3, 2024 Results on Nov 14, 2024 Allied Architects, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024 Reported Earnings • Aug 19
Second quarter 2024 earnings released: EPS: JP¥0.28 (vs JP¥1.69 in 2Q 2023) Second quarter 2024 results: EPS: JP¥0.28 (down from JP¥1.69 in 2Q 2023). Revenue: JP¥906.0m (down 11% from 2Q 2023). Net income: JP¥4.00m (down 83% from 2Q 2023). Profit margin: 0.4% (down from 2.4% in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance. New Risk • Jul 16
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 5.3% 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 (5.3% average weekly change). Market cap is less than US$100m (JP¥3.31b market cap, or US$20.9m). Announcement • Jun 28
Allied Architects, Inc. to Report Q2, 2024 Results on Aug 14, 2024 Allied Architects, Inc. announced that they will report Q2, 2024 results on Aug 14, 2024 Reported Earnings • May 20
First quarter 2024 earnings released: JP¥16.46 loss per share (vs JP¥0.14 loss in 1Q 2023) First quarter 2024 results: JP¥16.46 loss per share (further deteriorated from JP¥0.14 loss in 1Q 2023). Revenue: JP¥799.0m (down 21% from 1Q 2023). Net loss: JP¥234.0m (loss widened JP¥232.0m from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings. Announcement • Apr 03
Allied Architects, Inc. to Report Q1, 2024 Results on May 15, 2024 Allied Architects, Inc. announced that they will report Q1, 2024 results on May 15, 2024 Reported Earnings • Feb 17
Full year 2023 earnings released: JP¥10.28 loss per share (vs JP¥56.90 profit in FY 2022) Full year 2023 results: JP¥10.28 loss per share (down from JP¥56.90 profit in FY 2022). Revenue: JP¥4.14b (down 8.9% from FY 2022). Net loss: JP¥146.0m (down 118% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings. Announcement • Feb 16
Allied Architects, Inc., Annual General Meeting, Mar 27, 2024 Allied Architects, Inc., Annual General Meeting, Mar 27, 2024. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to JP¥310, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 40% over the past three years. Announcement • Jan 12
Allied Architects, Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024 Allied Architects, Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024 Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥428, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 16% over the past three years. New Risk • Nov 24
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: 4.7% Last year net profit margin: 17% 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 Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (JP¥6.62b market cap, or US$44.3m). Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥370, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 21% over the past three years. New Risk • Nov 09
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 5.5% 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 (35% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Market cap is less than US$100m (JP¥4.54b market cap, or US$30.0m). Announcement • Sep 09
Allied Architects, Inc. to Report Q3, 2023 Results on Nov 14, 2023 Allied Architects, Inc. announced that they will report Q3, 2023 results on Nov 14, 2023 New Risk • Aug 18
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥4.73b market cap, or US$32.5m). Reported Earnings • Aug 16
Second quarter 2023 earnings released: EPS: JP¥1.69 (vs JP¥14.31 in 2Q 2022) Second quarter 2023 results: EPS: JP¥1.69 (down from JP¥14.31 in 2Q 2022). Revenue: JP¥1.02b (down 8.5% from 2Q 2022). Net income: JP¥24.0m (down 88% from 2Q 2022). Profit margin: 2.4% (down from 18% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorates as stock falls 37% After last week's 37% share price decline to JP¥415, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 51% over the past three years. Reported Earnings • May 14
First quarter 2023 earnings released: JP¥0.14 loss per share (vs JP¥14.70 profit in 1Q 2022) First quarter 2023 results: JP¥0.14 loss per share (down from JP¥14.70 profit in 1Q 2022). Revenue: JP¥1.01b (down 3.0% from 1Q 2022). Net loss: JP¥2.00m (down 101% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 01
Full year 2022 earnings released: EPS: JP¥56.90 (vs JP¥51.50 in FY 2021) Full year 2022 results: EPS: JP¥56.90 (up from JP¥51.50 in FY 2021). Revenue: JP¥4.55b (down 27% from FY 2021). Net income: JP¥805.0m (up 11% from FY 2021). Profit margin: 18% (up from 12% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment deteriorates as stock falls 40% After last week's 40% share price decline to JP¥863, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 206% over the past three years. Reported Earnings • Feb 12
Full year 2022 earnings released: EPS: JP¥57.11 (vs JP¥51.50 in FY 2021) Full year 2022 results: EPS: JP¥57.11 (up from JP¥51.50 in FY 2021). Revenue: JP¥4.55b (down 27% from FY 2021). Net income: JP¥808.0m (up 11% from FY 2021). Profit margin: 18% (up from 12% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth. Announcement • Feb 12
Allied Architects, Inc., Annual General Meeting, Mar 28, 2023 Allied Architects, Inc., Annual General Meeting, Mar 28, 2023. Announcement • Dec 28
Allied Architects, Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023 Allied Architects, Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023 Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥1,420, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 240% over the past three years. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Outside Director Atsushi Watanabe was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 13
Third quarter 2022 earnings released: EPS: JP¥20.12 (vs JP¥9.57 in 3Q 2021) Third quarter 2022 results: EPS: JP¥20.12 (up from JP¥9.57 in 3Q 2021). Revenue: JP¥1.20b (down 16% from 3Q 2021). Net income: JP¥285.0m (up 111% from 3Q 2021). Profit margin: 24% (up from 9.4% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improved over the past week After last week's 23% share price gain to JP¥1,248, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 207% over the past three years. Announcement • Sep 28
Allied Architects, Inc. to Report Q3, 2022 Results on Nov 10, 2022 Allied Architects, Inc. announced that they will report Q3, 2022 results on Nov 10, 2022 Valuation Update With 7 Day Price Move • Sep 21
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥956, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 14x in the Media industry in Japan. Total returns to shareholders of 122% over the past three years. Valuation Update With 7 Day Price Move • Aug 19
Investor sentiment improved over the past week After last week's 22% share price gain to JP¥1,103, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 15x in the Media industry in Japan. Total returns to shareholders of 184% over the past three years. Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: JP¥14.31 (vs JP¥13.41 in 2Q 2021) Second quarter 2022 results: EPS: JP¥14.31 (up from JP¥13.41 in 2Q 2021). Revenue: JP¥1.11b (down 26% from 2Q 2021). Net income: JP¥202.0m (up 6.9% from 2Q 2021). Profit margin: 18% (up from 13% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Announcement • May 30
Allied Architects, Inc. to Report Q2, 2022 Results on Aug 10, 2022 Allied Architects, Inc. announced that they will report Q2, 2022 results on Aug 10, 2022 Valuation Update With 7 Day Price Move • May 20
Investor sentiment improved over the past week After last week's 22% share price gain to JP¥752, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 13x in the Media industry in Japan. Total returns to shareholders of 38% over the past three years. Reported Earnings • May 18
First quarter 2022 earnings released: EPS: JP¥14.73 (vs JP¥17.98 in 1Q 2021) First quarter 2022 results: EPS: JP¥14.73 (down from JP¥17.98 in 1Q 2021). Revenue: JP¥1.04b (down 35% from 1Q 2021). Net income: JP¥208.0m (down 18% from 1Q 2021). Profit margin: 20% (up from 16% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Director Jun Harada was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Allied Architects, Inc. to Report Q1, 2022 Results on May 13, 2022 Allied Architects, Inc. announced that they will report Q1, 2022 results on May 13, 2022 Announcement • Feb 16
Allied Architects, Inc., Annual General Meeting, Mar 23, 2022 Allied Architects, Inc., Annual General Meeting, Mar 23, 2022. Buying Opportunity • Feb 14
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be JP¥839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% per annum over the last 3 years. The company has become profitable over the last 3 years. Reported Earnings • Feb 12
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥51.50 (up from JP¥12.33 in FY 2020). Revenue: JP¥6.21b (up 48% from FY 2020). Net income: JP¥726.0m (up 320% from FY 2020). Profit margin: 12% (up from 4.1% in FY 2020). 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 increased by 116% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorated over the past week After last week's 18% share price decline to JP¥650, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 16x in the Media industry in Japan. Total returns to shareholders of 79% over the past three years. Buying Opportunity • Jan 27
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 6.2%. The fair value is estimated to be JP¥823, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% per annum over the last 3 years. The company has become profitable over the last 3 years. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improved over the past week After last week's 33% share price gain to JP¥928, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 19x in the Media industry in Japan. Total returns to shareholders of 86% over the past three years. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥718, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 17x in the Media industry in Japan. Total returns to shareholders of 50% over the past three years. Reported Earnings • Aug 12
Second quarter 2021 earnings released: EPS JP¥13.41 (vs JP¥6.35 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥1.50b (up 67% from 2Q 2020). Net income: JP¥189.0m (up 112% from 2Q 2020). Profit margin: 13% (up from 9.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥1,139, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 24x in the Media industry in Japan. Total returns to shareholders of 89% over the past three years. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improved over the past week After last week's 42% share price gain to JP¥966, the stock trades at a trailing P/E ratio of 31.2x. Average trailing P/E is 24x in the Media industry in Japan. Total returns to shareholders of 49% over the past three years. Reported Earnings • May 14
First quarter 2021 earnings released: EPS JP¥17.98 (vs JP¥0.64 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥1.61b (up 65% from 1Q 2020). Net income: JP¥253.0m (up JP¥262.0m from 1Q 2020). Profit margin: 16% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 60% 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 • Mar 30
Full year 2020 earnings released: EPS JP¥12.33 (vs JP¥20.05 loss in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥4.19b (up 2.6% from FY 2019). Net income: JP¥173.0m (up JP¥454.0m from FY 2019). Profit margin: 4.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Announcement • Mar 01
Allied Architects, Inc. to Report Q1, 2021 Results on May 12, 2021 Allied Architects, Inc. announced that they will report Q1, 2021 results on May 12, 2021 Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment improved over the past week After last week's 25% share price gain to JP¥685, the stock is trading at a trailing P/E ratio of 55.5x, up from the previous P/E ratio of 44.4x. This compares to an average P/E of 23x in the Media industry in Japan. Total return to shareholders over the past three years is a loss of 34%. Reported Earnings • Feb 15
Full year 2020 earnings released: EPS JP¥12.33 (vs JP¥20.05 loss in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥4.19b (up 2.6% from FY 2019). Net income: JP¥173.0m (up JP¥454.0m from FY 2019). Profit margin: 4.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Announcement • Feb 12
Allied Architects, Inc., Annual General Meeting, Mar 24, 2021 Allied Architects, Inc., Annual General Meeting, Mar 24, 2021. Is New 90 Day High Low • Feb 12
New 90-day high: JP¥647 The company is up 125% from its price of JP¥288 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. Is New 90 Day High Low • Dec 28
New 90-day high: JP¥590 The company is up 92% from its price of JP¥308 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 3.0% over the same period. Announcement • Dec 20
Allied Architects, Inc. to Report Fiscal Year 2020 Results on Feb 10, 2021 Allied Architects, Inc. announced that they will report fiscal year 2020 results on Feb 10, 2021 Announcement • Oct 10
Allied Architects, Inc. to Report Q3, 2020 Results on Nov 13, 2020 Allied Architects, Inc. announced that they will report Q3, 2020 results on Nov 13, 2020