Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥424, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 54% over the past three years. Valuation Update With 7 Day Price Move • May 21
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥561, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 38% over the past three years. Reported Earnings • May 19
Full year 2026 earnings released: EPS: JP¥26.44 (vs JP¥16.59 loss in FY 2025) Full year 2026 results: EPS: JP¥26.44 (up from JP¥16.59 loss in FY 2025). Revenue: JP¥17.9b (up 28% from FY 2025). Net income: JP¥157.0m (up JP¥255.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. New Risk • May 15
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 7.6% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 27% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (JP¥3.47b market cap, or US$21.9m). Announcement • May 14
itsumo.inc., Annual General Meeting, Jun 25, 2026 itsumo.inc., Annual General Meeting, Jun 25, 2026. Announcement • May 10
itsumo.inc. to Report Fiscal Year 2026 Results on May 14, 2026 itsumo.inc. announced that they will report fiscal year 2026 results on May 14, 2026 Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥15.82 (vs JP¥6.58 in 3Q 2025) Third quarter 2026 results: EPS: JP¥15.82 (up from JP¥6.58 in 3Q 2025). Revenue: JP¥5.49b (up 51% from 3Q 2025). Net income: JP¥94.0m (up 141% from 3Q 2025). Profit margin: 1.7% (up from 1.1% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. New Risk • Dec 26
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 8.9% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 26% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥3.91b market cap, or US$25.0m). Reported Earnings • Nov 20
Second quarter 2026 earnings released: JP¥2.19 loss per share (vs JP¥10.34 loss in 2Q 2025) Second quarter 2026 results: JP¥2.19 loss per share (improved from JP¥10.34 loss in 2Q 2025). Revenue: JP¥4.25b (up 33% from 2Q 2025). Net loss: JP¥13.0m (loss narrowed 79% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year. Announcement • Sep 30
itsumo.inc. to Report Q2, 2026 Results on Nov 14, 2025 itsumo.inc. announced that they will report Q2, 2026 results on Nov 14, 2025 Reported Earnings • Aug 16
First quarter 2026 earnings released: JP¥14.84 loss per share (vs JP¥8.51 loss in 1Q 2025) First quarter 2026 results: JP¥14.84 loss per share (further deteriorated from JP¥8.51 loss in 1Q 2025). Revenue: JP¥3.29b (down 2.6% from 1Q 2025). Net loss: JP¥88.0m (loss widened 76% from 1Q 2025). 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. 4 experienced directors. 2 highly experienced directors. Independent Outside Director Shoji Okada was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Jun 25
itsumo.inc. to Report Q1, 2026 Results on Aug 14, 2025 itsumo.inc. announced that they will report Q1, 2026 results on Aug 14, 2025 Reported Earnings • May 20
Full year 2025 earnings released: JP¥16.59 loss per share (vs JP¥44.18 profit in FY 2024) Full year 2025 results: JP¥16.59 loss per share (down from JP¥44.18 profit in FY 2024). Revenue: JP¥13.9b (flat on FY 2024). Net loss: JP¥98.0m (down 138% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year. Announcement • May 14
itsumo.inc., Annual General Meeting, Jun 26, 2025 itsumo.inc., Annual General Meeting, Jun 26, 2025. New Risk • Apr 04
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: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). 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¥2.11b market cap, or US$14.5m). Announcement • Mar 27
itsumo.inc. to Report Fiscal Year 2025 Results on May 14, 2025 itsumo.inc. announced that they will report fiscal year 2025 results on May 14, 2025 Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: JP¥6.58 (vs JP¥30.25 in 3Q 2024) Third quarter 2025 results: EPS: JP¥6.58 (down from JP¥30.25 in 3Q 2024). Revenue: JP¥3.64b (down 2.7% from 3Q 2024). Net income: JP¥39.0m (down 78% from 3Q 2024). Profit margin: 1.1% (down from 4.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings. New Risk • Jan 12
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥2.48b market cap, or US$15.7m). Announcement • Dec 05
itsumo.inc. to Report Q3, 2025 Results on Feb 13, 2025 itsumo.inc. announced that they will report Q3, 2025 results on Feb 13, 2025 New Risk • Nov 29
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: 0.3% Last year net profit margin: 2.5% 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: Major Risk Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (JP¥2.65b market cap, or US$17.7m). Announcement • Sep 04
itsumo.inc. to Report Q2, 2025 Results on Nov 13, 2024 itsumo.inc. announced that they will report Q2, 2025 results on Nov 13, 2024 Reported Earnings • Aug 19
First quarter 2025 earnings released: JP¥8.51 loss per share (vs JP¥6.71 profit in 1Q 2024) First quarter 2025 results: JP¥8.51 loss per share (down from JP¥6.71 profit in 1Q 2024). Revenue: JP¥3.37b (up 10% from 1Q 2024). Net loss: JP¥50.0m (down 228% from profit in 1Q 2024). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥418, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 16x in the Media industry in Japan. Total loss to shareholders of 86% over the past three years. Announcement • Jun 29
itsumo.inc. to Report Q1, 2025 Results on Aug 13, 2024 itsumo.inc. announced that they will report Q1, 2025 results on Aug 13, 2024 Reported Earnings • May 20
Full year 2024 earnings released: EPS: JP¥44.18 (vs JP¥38.06 loss in FY 2023) Full year 2024 results: EPS: JP¥44.18 (up from JP¥38.06 loss in FY 2023). Revenue: JP¥13.9b (up 13% from FY 2023). Net income: JP¥258.0m (up JP¥477.0m from FY 2023). Profit margin: 1.9% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Announcement • May 16
itsumo.inc., Annual General Meeting, Jun 26, 2024 itsumo.inc., Annual General Meeting, Jun 26, 2024. New Risk • Mar 11
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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥4.02b market cap, or US$27.4m). Announcement • Mar 10
itsumo.inc. to Report Fiscal Year 2024 Results on May 14, 2024 itsumo.inc. announced that they will report fiscal year 2024 results on May 14, 2024 Reported Earnings • Feb 17
Third quarter 2024 earnings released: EPS: JP¥30.25 (vs JP¥18.74 in 3Q 2023) Third quarter 2024 results: EPS: JP¥30.25 (up from JP¥18.74 in 3Q 2023). Revenue: JP¥3.74b (up 13% from 3Q 2023). Net income: JP¥177.0m (up 64% from 3Q 2023). Profit margin: 4.7% (up from 3.3% in 3Q 2023). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥676, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 17x in the Media industry in Japan. Total loss to shareholders of 83% over the past three years. Announcement • Dec 01
itsumo.inc. to Report Q3, 2024 Results on Feb 14, 2024 itsumo.inc. announced that they will report Q3, 2024 results on Feb 14, 2024 New Risk • Nov 21
New major risk - Financial position The company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (39% accrual ratio). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥5.71b market cap, or US$38.5m). New Risk • Oct 23
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 7.4% 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 Risk Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risks Less than 3 years of financial data is available. Market cap is less than US$100m (JP¥5.27b market cap, or US$35.1m). Announcement • Sep 02
itsumo.inc. to Report Q2, 2024 Results on Nov 14, 2023 itsumo.inc. announced that they will report Q2, 2024 results on Nov 14, 2023 Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥6.71 (vs JP¥3.34 in 1Q 2023) First quarter 2024 results: EPS: JP¥6.71 (up from JP¥3.34 in 1Q 2023). Revenue: JP¥3.06b (down 6.2% from 1Q 2023). Net income: JP¥39.0m (up 105% from 1Q 2023). Profit margin: 1.3% (up from 0.6% in 1Q 2023). Announcement • Jun 09
itsumo.inc. to Report Q1, 2024 Results on Aug 10, 2023 itsumo.inc. announced that they will report Q1, 2024 results on Aug 10, 2023 Announcement • May 14
itsumo.inc., Annual General Meeting, Jun 28, 2023 itsumo.inc., Annual General Meeting, Jun 28, 2023. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to JP¥864, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 27% over the past year. Valuation Update With 7 Day Price Move • Dec 13
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥820, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 14x in the Media industry in Japan. Total loss to shareholders of 42% over the past year. Announcement • Dec 09
itsumo.inc. to Report Q3, 2023 Results on Feb 14, 2023 itsumo.inc. announced that they will report Q3, 2023 results on Feb 14, 2023 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. CFO, GM of Management Division & Director Michiyuki Sugiura 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 • Sep 02
itsumo.inc. to Report Q2, 2023 Results on Nov 11, 2022 itsumo.inc. announced that they will report Q2, 2023 results on Nov 11, 2022 Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment deteriorated over the past week After last week's 19% share price decline to JP¥751, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 15x in the Media industry in Japan. Total loss to shareholders of 68% over the past year. Announcement • Jun 23
itsumo.inc. to Report Q1, 2023 Results on Aug 12, 2022 itsumo.inc. announced that they will report Q1, 2023 results on Aug 12, 2022 Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥746, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 13x in the Media industry in Japan. Total loss to shareholders of 79% over the past year. Announcement • May 15
itsumo.inc., Annual General Meeting, Jun 28, 2022 itsumo.inc., Annual General Meeting, Jun 28, 2022. 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. 4 non-independent directors. CFO, GM of Management Division & Director Michiyuki Sugiura 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
itsumo.inc. to Report Fiscal Year 2022 Results on May 13, 2022 itsumo.inc. announced that they will report fiscal year 2022 results on May 13, 2022 Announcement • Feb 22
Itsumo.Inc. Provides Earnings Guidance for the Year 2022 itsumo.inc. provided earnings guidance for the year 2022. For the period, the company's Gross Sales will be JPY 11,448 million. Gross Profit will be JPY 2,898 million. Operating Income will be JPY 569 million. Net Income will be JPY 386 million. Announcement • Mar 04
itsumo.inc. to Report Fiscal Year 2021 Results on May 14, 2021 itsumo.inc. announced that they will report fiscal year 2021 results on May 14, 2021 Announcement • Dec 30
itsumo.inc. to Report Q3, 2021 Results on Feb 12, 2021 itsumo.inc. announced that they will report Q3, 2021 results on Feb 12, 2021 Announcement • Dec 23
itsumo.inc. has completed an IPO in the amount of ¥2.156 billion. itsumo.inc. has completed an IPO in the amount of ¥2.156 billion.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 1,400,000
Price\Range: ¥1540
Discount Per Security: ¥123.2