Buy Or Sell Opportunity • Jun 15
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.8% to JP¥4,235. The fair value is estimated to be JP¥5,330, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 34%. Announcement • Jun 12
Azoom Co.,Ltd to Report Q3, 2026 Results on Jul 30, 2026 Azoom Co.,Ltd announced that they will report Q3, 2026 results on Jul 30, 2026 Declared Dividend • Jun 06
First half dividend of JP¥63.00 announced Shareholders will receive a dividend of JP¥63.00. Ex-date: 29th September 2026 Payment date: 22nd December 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 76% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 48% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • May 27
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.2% to JP¥4,135. The fair value is estimated to be JP¥5,195, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 34%. Buy Or Sell Opportunity • May 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.9% to JP¥4,020. The fair value is estimated to be JP¥5,026, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 34%. Reported Earnings • May 01
Second quarter 2026 earnings released: EPS: JP¥44.12 (vs JP¥35.27 in 2Q 2025) Second quarter 2026 results: EPS: JP¥44.12 (up from JP¥35.27 in 2Q 2025). Revenue: JP¥4.07b (up 22% from 2Q 2025). Net income: JP¥542.1m (up 30% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • Apr 21
Azoom Co.,Ltd to Report Q2, 2026 Results on Apr 30, 2026 Azoom Co.,Ltd announced that they will report Q2, 2026 results on Apr 30, 2026 Reported Earnings • Jan 31
First quarter 2026 earnings released: EPS: JP¥36.83 (vs JP¥29.03 in 1Q 2025) First quarter 2026 results: EPS: JP¥36.83 (up from JP¥29.03 in 1Q 2025). Revenue: JP¥3.73b (up 25% from 1Q 2025). Net income: JP¥452.0m (up 32% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jan 16
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 8.3% to JP¥5,180. The fair value is estimated to be JP¥4,313, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 28% in a year. Earnings are forecast to grow by 28% in the next year. Announcement • Dec 27
Azoom Co.,Ltd to Report Q1, 2026 Results on Jan 30, 2026 Azoom Co.,Ltd announced that they will report Q1, 2026 results on Jan 30, 2026 New Risk • Dec 25
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 5.7% 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 (23% accrual ratio). Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Buy Or Sell Opportunity • Dec 25
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 5.6% to JP¥5,380. The fair value is estimated to be JP¥4,353, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 28% in a year. Earnings are forecast to grow by 28% in the next year. Buy Or Sell Opportunity • Nov 16
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 8.5% to JP¥5,420. The fair value is estimated to be JP¥4,384, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 28% in a year. Earnings are forecast to grow by 28% in the next year. Announcement • Nov 13
Azoom Co.,Ltd, Annual General Meeting, Dec 19, 2025 Azoom Co.,Ltd, Annual General Meeting, Dec 19, 2025. New Risk • Sep 28
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 123% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (123% cash payout ratio). Share price has been volatile over the past 3 months (5.0% average weekly change). Upcoming Dividend • Sep 22
Upcoming dividend of JP¥212 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.4%). Announcement • Sep 02
Azoom Co.,Ltd to Report Fiscal Year 2025 Results on Nov 13, 2025 Azoom Co.,Ltd announced that they will report fiscal year 2025 results on Nov 13, 2025 Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥9,790, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 142% over the past three years. Declared Dividend • Aug 05
Dividend of JP¥212 announced Shareholders will receive a dividend of JP¥212. Ex-date: 29th September 2025 Payment date: 23rd December 2025 Dividend yield will be 2.2%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (9% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 72% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 62% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 02
Third quarter 2025 earnings released: EPS: JP¥75.07 (vs JP¥45.87 in 3Q 2024) Third quarter 2025 results: EPS: JP¥75.07 (up from JP¥45.87 in 3Q 2024). Revenue: JP¥3.39b (up 28% from 3Q 2024). Net income: JP¥445.0m (up 64% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year and the company’s share price has also increased by 36% per year. Buy Or Sell Opportunity • Jul 18
Now 21% undervalued Over the last 90 days, the stock has risen 3.5% to JP¥8,200. The fair value is estimated to be JP¥10,389, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 37%. Buy Or Sell Opportunity • Jul 03
Now 21% undervalued Over the last 90 days, the stock has risen 21% to JP¥8,250. The fair value is estimated to be JP¥10,467, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 37%. Buy Or Sell Opportunity • Jun 10
Now 20% undervalued Over the last 90 days, the stock has risen 20% to JP¥8,430. The fair value is estimated to be JP¥10,544, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 37%. Announcement • Jun 03
Azoom Co.,Ltd to Report Q3, 2025 Results on Jul 31, 2025 Azoom Co.,Ltd announced that they will report Q3, 2025 results on Jul 31, 2025 Reported Earnings • May 01
Second quarter 2025 earnings released: EPS: JP¥70.55 (vs JP¥54.90 in 2Q 2024) Second quarter 2025 results: EPS: JP¥70.55 (up from JP¥54.90 in 2Q 2024). Revenue: JP¥3.33b (up 31% from 2Q 2024). Net income: JP¥417.0m (up 29% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to JP¥7,770, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 10x in the Real Estate industry in Japan. Total returns to shareholders of 139% over the past three years. Announcement • Mar 01
Azoom Co.,Ltd to Report Q2, 2025 Results on Apr 30, 2025 Azoom Co.,Ltd announced that they will report Q2, 2025 results on Apr 30, 2025 Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥7,650, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 205% over the past three years. Reported Earnings • Feb 01
First quarter 2025 earnings released: EPS: JP¥58.05 (vs JP¥44.07 in 1Q 2024) First quarter 2025 results: EPS: JP¥58.05 (up from JP¥44.07 in 1Q 2024). Revenue: JP¥2.99b (up 25% from 1Q 2024). Net income: JP¥343.0m (up 32% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 36% per year. Buy Or Sell Opportunity • Jan 31
Now 20% undervalued Over the last 90 days, the stock has risen 18% to JP¥6,570. The fair value is estimated to be JP¥8,248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 40%. Buy Or Sell Opportunity • Dec 19
Now 21% undervalued Over the last 90 days, the stock has risen 8.1% to JP¥6,700. The fair value is estimated to be JP¥8,458, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 40%. Announcement • Dec 06
Azoom Co.,Ltd to Report Q1, 2025 Results on Jan 31, 2025 Azoom Co.,Ltd announced that they will report Q1, 2025 results on Jan 31, 2025 Reported Earnings • Nov 19
Full year 2024 earnings released: EPS: JP¥218 (vs JP¥149 in FY 2023) Full year 2024 results: EPS: JP¥218 (up from JP¥149 in FY 2023). Revenue: JP¥10.5b (up 27% from FY 2023). Net income: JP¥1.29b (up 47% from FY 2023). Profit margin: 12% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥6,720, the stock trades at a trailing P/E ratio of 35.9x. Average trailing P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 88% over the past three years. Announcement • Nov 13
Azoom Co.,Ltd, Annual General Meeting, Dec 20, 2024 Azoom Co.,Ltd, Annual General Meeting, Dec 20, 2024. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.6%). Announcement • Sep 05
Azoom Co.,Ltd to Report Fiscal Year 2024 Results on Nov 13, 2024 Azoom Co.,Ltd announced that they will report fiscal year 2024 results on Nov 13, 2024 Reported Earnings • Aug 02
Third quarter 2024 earnings released: EPS: JP¥45.87 (vs JP¥38.01 in 3Q 2023) Third quarter 2024 results: EPS: JP¥45.87 (up from JP¥38.01 in 3Q 2023). Revenue: JP¥2.65b (up 25% from 3Q 2023). Net income: JP¥271.0m (up 21% from 3Q 2023). Profit margin: 10% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 01
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥5,200, the stock trades at a trailing P/E ratio of 29x. Average trailing P/E is 13x in the Real Estate industry in Japan. Total returns to shareholders of 117% over the past three years. Announcement • Jun 14
Azoom Co.,Ltd to Report Q3, 2024 Results on Jul 31, 2024 Azoom Co.,Ltd announced that they will report Q3, 2024 results on Jul 31, 2024 Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥6,350, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 13x in the Real Estate industry in Japan. Total returns to shareholders of 113% over the past three years. Reported Earnings • May 01
Second quarter 2024 earnings released: EPS: JP¥54.90 (vs JP¥37.01 in 2Q 2023) Second quarter 2024 results: EPS: JP¥54.90 (up from JP¥37.01 in 2Q 2023). Revenue: JP¥2.53b (up 26% from 2Q 2023). Net income: JP¥324.0m (up 49% from 2Q 2023). Profit margin: 13% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 43% per year. New Risk • Apr 22
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. This is currently the only risk that has been identified for the company. Announcement • Mar 15
Azoom Co.,Ltd to Report Q2, 2024 Results on Apr 30, 2024 Azoom Co.,Ltd announced that they will report Q2, 2024 results on Apr 30, 2024 Reported Earnings • Feb 02
First quarter 2024 earnings released: EPS: JP¥44.07 (vs JP¥31.28 in 1Q 2023) First quarter 2024 results: EPS: JP¥44.07 (up from JP¥31.28 in 1Q 2023). Revenue: JP¥2.39b (up 29% from 1Q 2023). Net income: JP¥260.0m (up 41% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Dec 28
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: JP¥149 (up from JP¥102 in FY 2022). Revenue: JP¥8.27b (up 29% from FY 2022). Net income: JP¥878.0m (up 47% from FY 2022). Profit margin: 11% (up from 9.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 46% per year. Announcement • Dec 27
Azoom Co.,Ltd to Report Q1, 2024 Results on Jan 31, 2024 Azoom Co.,Ltd announced that they will report Q1, 2024 results on Jan 31, 2024 New Risk • Nov 22
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 7.6% 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 (7.6% average weekly change). High level of non-cash earnings (128% accrual ratio). Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥7,730, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 244% over the past three years. Announcement • Nov 13
Azoom Co.,Ltd, Annual General Meeting, Dec 22, 2023 Azoom Co.,Ltd, Annual General Meeting, Dec 22, 2023. Reported Earnings • Nov 11
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: JP¥149 (up from JP¥102 in FY 2022). Revenue: JP¥8.27b (up 29% from FY 2022). Net income: JP¥878.0m (up 47% from FY 2022). Profit margin: 11% (up from 9.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year. Valuation Update With 7 Day Price Move • Oct 19
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥6,490, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 353% over the past three years. Announcement • Sep 30
Azoom Co.,Ltd to Report Fiscal Year 2023 Results on Nov 10, 2023 Azoom Co.,Ltd announced that they will report fiscal year 2023 results on Nov 10, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥20.00 per share at 0.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.6%). Reported Earnings • Aug 01
Third quarter 2023 earnings released: EPS: JP¥38.01 (vs JP¥24.85 in 3Q 2022) Third quarter 2023 results: EPS: JP¥38.01 (up from JP¥24.85 in 3Q 2022). Revenue: JP¥2.13b (up 30% from 3Q 2022). Net income: JP¥224.0m (up 53% from 3Q 2022). Profit margin: 11% (up from 8.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jun 02
Azoom Co.,Ltd to Report Q3, 2023 Results on Jul 31, 2023 Azoom Co.,Ltd announced that they will report Q3, 2023 results on Jul 31, 2023 Reported Earnings • Apr 29
Second quarter 2023 earnings released: EPS: JP¥37.01 (vs JP¥27.28 in 2Q 2022) Second quarter 2023 results: EPS: JP¥37.01 (up from JP¥27.28 in 2Q 2022). Revenue: JP¥2.02b (up 27% from 2Q 2022). Net income: JP¥218.0m (up 36% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 106% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jan 31
First quarter 2023 earnings released: EPS: JP¥31.28 (vs JP¥23.31 in 1Q 2022) First quarter 2023 results: EPS: JP¥31.28 (up from JP¥23.31 in 1Q 2022). Revenue: JP¥1.85b (up 29% from 1Q 2022). Net income: JP¥184.0m (up 35% from 1Q 2022). Profit margin: 10.0% (in line with 1Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Real Estate industry in Japan. Reported Earnings • Dec 27
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: JP¥102 (up from JP¥56.38 in FY 2021). Revenue: JP¥6.42b (up 29% from FY 2021). Net income: JP¥597.0m (up 83% from FY 2021). Profit margin: 9.3% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.4%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Real Estate industry in Japan. Announcement • Dec 07
Azoom Co.,Ltd to Report Q1, 2023 Results on Jan 30, 2023 Azoom Co.,Ltd announced that they will report Q1, 2023 results on Jan 30, 2023 Reported Earnings • Nov 16
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: JP¥204 (up from JP¥113 in FY 2021). Revenue: JP¥6.42b (up 29% from FY 2021). Net income: JP¥597.0m (up 83% from FY 2021). Profit margin: 9.3% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.4%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Real Estate industry in Japan. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Nov 12
Azoom Co.,Ltd, Annual General Meeting, Dec 21, 2022 Azoom Co.,Ltd, Annual General Meeting, Dec 21, 2022. Reported Earnings • Nov 12
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: JP¥204 (up from JP¥113 in FY 2021). Revenue: JP¥6.42b (up 29% from FY 2021). Net income: JP¥597.0m (up 83% from FY 2021). Profit margin: 9.3% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.4%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Real Estate industry in Japan. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 22 December 2022. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%). Announcement • Sep 04
Azoom Co.,Ltd to Report Fiscal Year 2022 Results on Nov 10, 2022 Azoom Co.,Ltd announced that they will report fiscal year 2022 results on Nov 10, 2022 Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥8,340, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 603% over the past three years. Reported Earnings • Jul 31
Third quarter 2022 earnings released: EPS: JP¥49.70 (vs JP¥33.49 in 3Q 2021) Third quarter 2022 results: EPS: JP¥49.70 (up from JP¥33.49 in 3Q 2021). Revenue: JP¥1.64b (up 26% from 3Q 2021). Net income: JP¥146.0m (up 51% from 3Q 2021). Profit margin: 8.9% (up from 7.5% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 23%, compared to a 3.4% growth forecast for the industry in Japan. Announcement • Jun 25
Azoom Co.,Ltd to Report Q3, 2022 Results on Jul 29, 2022 Azoom Co.,Ltd announced that they will report Q3, 2022 results on Jul 29, 2022 Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥6,940, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 361% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,497 per share. Valuation Update With 7 Day Price Move • May 06
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥7,460, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 390% over the past three years. Reported Earnings • Apr 30
Second quarter 2022 earnings released: EPS: JP¥54.57 (vs JP¥32.53 in 2Q 2021) Second quarter 2022 results: EPS: JP¥54.57 (up from JP¥32.53 in 2Q 2021). Revenue: JP¥1.59b (up 30% from 2Q 2021). Net income: JP¥160.0m (up 70% from 2Q 2021). Profit margin: 10% (up from 7.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 5.9% growth forecast for the industry in Japan. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Azoom Co.,Ltd to Report Q2, 2022 Results on Apr 28, 2022 Azoom Co.,Ltd announced that they will report Q2, 2022 results on Apr 28, 2022 Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥7,030, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 177% over the past three years. Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥5,850, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 94% over the past three years. Reported Earnings • Feb 02
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: EPS: JP¥46.61 (up from JP¥22.21 in 1Q 2021). Revenue: JP¥1.44b (up 30% from 1Q 2021). Net income: JP¥136.0m (up 113% from 1Q 2021). Profit margin: 9.5% (up from 5.8% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 22%, compared to a 5.6% growth forecast for the industry in Japan. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥4,650, the stock trades at a trailing P/E ratio of 41.8x. Average trailing P/E is 10x in the Real Estate industry in Japan. Total returns to shareholders of 56% over the past three years. Reported Earnings • Dec 27
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥113 (up from JP¥47.80 in FY 2020). Revenue: JP¥4.97b (up 30% from FY 2020). Net income: JP¥326.0m (up 135% from FY 2020). Profit margin: 6.6% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment improved over the past week After last week's 31% share price gain to JP¥7,240, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 160% over the past three years. Reported Earnings • Nov 12
Full year 2021 earnings released: EPS JP¥113 (vs JP¥47.80 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.97b (up 30% from FY 2020). Net income: JP¥326.0m (up 135% from FY 2020). Profit margin: 6.6% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Reported Earnings • Jul 31
Third quarter 2021 earnings released: EPS JP¥33.49 (vs JP¥28.49 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥1.30b (up 22% from 3Q 2020). Net income: JP¥97.0m (up 18% from 3Q 2020). Profit margin: 7.5% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • May 07
Investor sentiment improved over the past week After last week's 26% share price gain to JP¥5,200, the stock trades at a trailing P/E ratio of 54.8x. Average trailing P/E is 13x in the Real Estate industry in Japan. Total returns to shareholders of 273% over the past year. Reported Earnings • May 04
Second quarter 2021 earnings released: EPS JP¥32.53 (vs JP¥28.49 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥1.22b (up 14% from 2Q 2020). Net income: JP¥94.0m (up 15% from 2Q 2020). Profit margin: 7.7% (in line with 2Q 2020). Announcement • Mar 03
Azoom Co.,Ltd to Report Q2, 2021 Results on Apr 30, 2021 Azoom Co.,Ltd announced that they will report Q2, 2021 results on Apr 30, 2021 Valuation Update With 7 Day Price Move • Mar 03
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥4,400, the stock is trading at a trailing P/E ratio of 62.2x, up from the previous P/E ratio of 53.7x. This compares to an average P/E of 13x in the Real Estate industry in Japan. Total returns to shareholders over the past year are 283%. Reported Earnings • Feb 17
First quarter 2021 earnings released: EPS JP¥44.42 (vs JP¥28.49 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: JP¥1.11b (up 3.9% from 1Q 2020). Net income: JP¥64.0m (down 22% from 1Q 2020). Profit margin: 5.8% (down from 7.7% in 1Q 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment deteriorated over the past week After last week's 20% share price decline to JP¥3,680, the stock is trading at a trailing P/E ratio of 52x, down from the previous P/E ratio of 65x. This compares to an average P/E of 13x in the Real Estate industry in Japan. Total returns to shareholders over the past year are 182%.