Announcement • Jun 23
Systems Engineering Consultants Co.,LTD. to Report Q1, 2027 Results on Aug 10, 2026 Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2027 results on Aug 10, 2026 Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥3,440, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Software industry in Japan. Total returns to shareholders of 120% over the past three years. Reported Earnings • May 13
Full year 2026 earnings released: EPS: JP¥148 (vs JP¥132 in FY 2025) Full year 2026 results: EPS: JP¥148 (up from JP¥132 in FY 2025). Revenue: JP¥11.2b (up 9.0% from FY 2025). Net income: JP¥1.51b (up 12% from FY 2025). Profit margin: 13% (in line with FY 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 10.0% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 12
Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 25, 2026 Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 25, 2026. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥3,480, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Software industry in Japan. Total returns to shareholders of 138% over the past three years. Announcement • May 09
Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2026 Results on May 12, 2026 Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2026 results on May 12, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥56.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%). Reported Earnings • Feb 10
Third quarter 2026 earnings released: EPS: JP¥20.13 (vs JP¥34.90 in 3Q 2025) Third quarter 2026 results: EPS: JP¥20.13. Revenue: JP¥2.75b (up 5.9% from 3Q 2025). Net income: JP¥411.0m (up 15% from 3Q 2025). Profit margin: 15% (up from 14% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Japan. Announcement • Dec 20
Systems Engineering Consultants Co.,LTD. to Report Q3, 2026 Results on Feb 09, 2026 Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2026 results on Feb 09, 2026 Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: JP¥110,119 (vs JP¥29.71 in 2Q 2025) Second quarter 2026 results: EPS: JP¥110,119 (up from JP¥29.71 in 2Q 2025). Revenue: JP¥3.02b (up 30% from 2Q 2025). Net income: JP¥400.8m (up 32% from 2Q 2025). Profit margin: 13% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Nov 14
Dividend of JP¥56.00 announced Shareholders will receive a dividend of JP¥56.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Announcement • Sep 19
Systems Engineering Consultants Co.,LTD. to Report Q2, 2026 Results on Nov 12, 2025 Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2026 results on Nov 12, 2025 Reported Earnings • Aug 13
First quarter 2026 earnings released: EPS: JP¥43.53 (vs JP¥51.60 in 1Q 2025) First quarter 2026 results: EPS: JP¥43.53 (down from JP¥51.60 in 1Q 2025). Revenue: JP¥2.30b (up 5.6% from 1Q 2025). Net income: JP¥222.0m (down 16% from 1Q 2025). Profit margin: 9.7% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Aug 13
Now 23% undervalued Over the last 90 days, the stock has risen 1.1% to JP¥4,775. The fair value is estimated to be JP¥6,226, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. Buy Or Sell Opportunity • Jul 18
Now 22% undervalued Over the last 90 days, the stock has risen 13% to JP¥4,940. The fair value is estimated to be JP¥6,333, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Buy Or Sell Opportunity • Jul 01
Now 20% undervalued Over the last 90 days, the stock has risen 15% to JP¥5,120. The fair value is estimated to be JP¥6,401, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Announcement • Jun 19
Systems Engineering Consultants Co.,LTD. to Report Q1, 2026 Results on Aug 12, 2025 Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2026 results on Aug 12, 2025 New Risk • Jun 12
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 7.2% 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 (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.2% average weekly change). Reported Earnings • May 14
Full year 2025 earnings released: EPS: JP¥264 (vs JP¥217 in FY 2024) Full year 2025 results: EPS: JP¥264 (up from JP¥217 in FY 2024). Revenue: JP¥10.3b (up 21% from FY 2024). Net income: JP¥1.34b (up 22% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 13
Systems Engineering Consultants Co.,LTD. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2026 Systems Engineering Consultants Co.,LTD. provided dividend guidance for the Fiscal year ending March 31, 2026. For the year, the company expects dividend of JPY 111.00 per share against JPY 105.00 per share a year ago. Buy Or Sell Opportunity • Apr 30
Now 20% overvalued Over the last 90 days, the stock has fallen 9.0% to JP¥4,425. The fair value is estimated to be JP¥3,685, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥3,675, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 18x in the Software industry in Japan. Total returns to shareholders of 77% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥102 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%). Announcement • Mar 19
Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2025 Results on May 12, 2025 Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2025 results on May 12, 2025 Buy Or Sell Opportunity • Mar 12
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to JP¥4,735. The fair value is estimated to be JP¥3,920, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 18%. Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: JP¥69.80 (vs JP¥60.23 in 3Q 2024) Third quarter 2025 results: EPS: JP¥69.80 (up from JP¥60.23 in 3Q 2024). Revenue: JP¥2.60b (up 20% from 3Q 2024). Net income: JP¥356.0m (up 16% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jan 14
Now 21% undervalued Over the last 90 days, the stock has risen 9.9% to JP¥4,605. The fair value is estimated to be JP¥5,806, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. New Risk • Jan 06
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 5.1% 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 • Jan 03
Systems Engineering Consultants Co.,LTD. to Report Q3, 2025 Results on Feb 10, 2025 Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 13
Second quarter 2025 earnings released: EPS: JP¥59.42 (vs JP¥53.57 in 2Q 2024) Second quarter 2025 results: EPS: JP¥59.42 (up from JP¥53.57 in 2Q 2024). Revenue: JP¥2.32b (up 11% from 2Q 2024). Net income: JP¥303.0m (up 11% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year. Announcement • Sep 20
Systems Engineering Consultants Co.,LTD. to Report Q2, 2025 Results on Nov 11, 2024 Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2025 results on Nov 11, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥51.60 (vs JP¥37.31 in 1Q 2024) First quarter 2025 results: EPS: JP¥51.60 (up from JP¥37.31 in 1Q 2024). Revenue: JP¥2.18b (up 19% from 1Q 2024). Net income: JP¥263.0m (up 38% from 1Q 2024). Profit margin: 12% (up from 10% 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 17% per year whereas the company’s share price has increased by 18% per year. 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¥3,275, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 39% over the past three years. Announcement • Jun 20
Systems Engineering Consultants Co.,LTD. to Report Q1, 2025 Final Results on Aug 08, 2024 Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2025 final results on Aug 08, 2024 Reported Earnings • May 16
Full year 2024 earnings released: EPS: JP¥217 (vs JP¥172 in FY 2023) Full year 2024 results: EPS: JP¥217 (up from JP¥172 in FY 2023). Revenue: JP¥8.53b (up 14% from FY 2023). Net income: JP¥1.11b (up 26% from FY 2023). Profit margin: 13% (up from 12% 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 15% per year whereas the company’s share price has increased by 20% per year. Announcement • May 15
Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2024 Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 26, 2024. Upcoming Dividend • Mar 21
Inaugural dividend of JP¥80.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. This is the first dividend for Systems Engineering ConsultantsLTD since going public. The average dividend yield among industry peers is 1.3%. Announcement • Mar 20
Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2024 Results on May 13, 2024 Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2024 results on May 13, 2024 New Risk • Feb 19
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 8.0% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥5,490, the stock trades at a trailing P/E ratio of 26.8x. Average trailing P/E is 23x in the Software industry in Japan. Total returns to shareholders of 108% over the past three years. Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥60.23 (vs JP¥53.01 in 3Q 2023) Third quarter 2024 results: EPS: JP¥60.23 (up from JP¥53.01 in 3Q 2023). Revenue: JP¥2.17b (up 11% from 3Q 2023). Net income: JP¥307.0m (up 14% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year. Valuation Update With 7 Day Price Move • Dec 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥5,180, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 101% over the past three years. Reported Earnings • Nov 10
Second quarter 2024 earnings released: EPS: JP¥53.57 (vs JP¥42.03 in 2Q 2023) Second quarter 2024 results: EPS: JP¥53.57 (up from JP¥42.03 in 2Q 2023). Revenue: JP¥2.09b (up 19% from 2Q 2023). Net income: JP¥273.0m (up 28% from 2Q 2023). Profit margin: 13% (up from 12% 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 13% per year whereas the company’s share price has increased by 9% per year. Announcement • Sep 22
Systems Engineering Consultants Co.,LTD. to Report Q2, 2024 Results on Nov 09, 2023 Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2024 results on Nov 09, 2023 Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥37.31 (vs JP¥23.91 in 1Q 2023) First quarter 2024 results: EPS: JP¥37.31 (up from JP¥23.91 in 1Q 2023). Revenue: JP¥1.83b (up 14% from 1Q 2023). Net income: JP¥190.0m (up 56% from 1Q 2023). Profit margin: 10% (up from 7.6% 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 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Jun 22
Systems Engineering Consultants Co.,LTD. to Report Q1, 2024 Results on Aug 10, 2023 Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2024 results on Aug 10, 2023 Reported Earnings • May 15
Full year 2023 earnings released: EPS: JP¥172 (vs JP¥153 in FY 2022) Full year 2023 results: EPS: JP¥172 (up from JP¥153 in FY 2022). Revenue: JP¥7.49b (up 14% from FY 2022). Net income: JP¥878.0m (up 13% from FY 2022). Profit margin: 12% (in line with FY 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 5% per year, which means it is significantly lagging earnings. Announcement • May 12
Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2023 Systems Engineering Consultants Co.,LTD., Annual General Meeting, Jun 28, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥68.00 per share Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.7%. Reported Earnings • Feb 14
Third quarter 2023 earnings released: EPS: JP¥53.01 (vs JP¥47.10 in 3Q 2022) Third quarter 2023 results: EPS: JP¥53.01 (up from JP¥47.10 in 3Q 2022). Revenue: JP¥1.95b (up 10% from 3Q 2022). Net income: JP¥270.0m (up 12% from 3Q 2022). Profit margin: 14% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Feb 10
Systems Engineering Consultants Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023 Systems Engineering Consultants Co.,LTD. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year, the company expected net sales of JPY 7,300 million, operating profit of JPY 1,180 million, profit of JPY 860 million and basic earnings per share of JPY 168.77. Announcement • Dec 22
Systems Engineering Consultants Co.,LTD. to Report Q3, 2023 Results on Feb 09, 2023 Systems Engineering Consultants Co.,LTD. announced that they will report Q3, 2023 results on Feb 09, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥42.03 (vs JP¥34.99 in 2Q 2022) Second quarter 2023 results: EPS: JP¥42.03 (up from JP¥34.99 in 2Q 2022). Revenue: JP¥1.76b (up 14% from 2Q 2022). Net income: JP¥214.0m (up 20% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. 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. 4 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Outside Director Motohiko Matsumoto was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 12
Second quarter 2023 earnings released: EPS: JP¥42.03 (vs JP¥34.99 in 2Q 2022) Second quarter 2023 results: EPS: JP¥42.03 (up from JP¥34.99 in 2Q 2022). Revenue: JP¥1.76b (up 14% from 2Q 2022). Net income: JP¥214.0m (up 20% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Buying Opportunity • Oct 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥2,753, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has grown by 6.7%. Announcement • Sep 23
Systems Engineering Consultants Co.,LTD. to Report Q2, 2023 Results on Nov 10, 2022 Systems Engineering Consultants Co.,LTD. announced that they will report Q2, 2023 results on Nov 10, 2022 Reported Earnings • Aug 10
First quarter 2023 earnings released: EPS: JP¥23.91 (vs JP¥17.22 in 1Q 2022) First quarter 2023 results: EPS: JP¥23.91 (up from JP¥17.22 in 1Q 2022). Revenue: JP¥1.61b (up 18% from 1Q 2022). Net income: JP¥122.0m (up 39% from 1Q 2022). Profit margin: 7.6% (up from 6.5% 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 7% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Announcement • Jun 23
Systems Engineering Consultants Co.,LTD. to Report Q1, 2023 Results on Aug 08, 2022 Systems Engineering Consultants Co.,LTD. announced that they will report Q1, 2023 results on Aug 08, 2022 Reported Earnings • May 18
Full year 2022 earnings released: EPS: JP¥153 (vs JP¥142 in FY 2021) Full year 2022 results: EPS: JP¥153 (up from JP¥142 in FY 2021). Revenue: JP¥6.56b (flat on FY 2021). Net income: JP¥780.0m (up 7.3% from FY 2021). Profit margin: 12% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% 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. 5 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Member of Audit and Supervisory Committee Shunji Sakai was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 08
Systems Engineering Consultants Co.,LTD. to Report Fiscal Year 2022 Results on May 12, 2022 Systems Engineering Consultants Co.,LTD. announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Inaugural dividend of JP¥59.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in May 2011. The average dividend yield among industry peers is 1.8%. Reported Earnings • Feb 12
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥47.10 (down from JP¥47.16 in 3Q 2021). Revenue: JP¥1.77b (up 2.0% from 3Q 2021). Net income: JP¥241.0m (flat on 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 13
Second quarter 2022 earnings released: EPS JP¥34.99 (vs JP¥39.73 in 2Q 2021) The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥1.54b (down 4.8% from 2Q 2021). Net income: JP¥179.0m (down 12% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 12
First quarter 2022 earnings released: EPS JP¥17.22 (vs JP¥16.43 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.36b (up 1.4% from 1Q 2021). Net income: JP¥88.0m (up 4.8% from 1Q 2021). Profit margin: 6.5% (up from 6.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Reported Earnings • May 16
Full year 2021 earnings released: EPS JP¥142 (vs JP¥134 in FY 2020) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: JP¥6.53b (up 2.9% from FY 2020). Net income: JP¥727.0m (up 5.8% from FY 2020). Profit margin: 11% (in line with FY 2020). 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 1% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Inaugural dividend of JP¥53.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.3%. Announcement • Mar 20
Systems Engineering Consultants Co., LTD. to Report Fiscal Year 2021 Results on May 13, 2021 Systems Engineering Consultants Co., LTD. announced that they will report fiscal year 2021 results on May 13, 2021 Is New 90 Day High Low • Feb 26
New 90-day low: JP¥2,738 The company is down 11% from its price of JP¥3,070 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period. Reported Earnings • Feb 10
Third quarter 2021 earnings released: EPS JP¥47.16 (vs JP¥41.41 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.74b (up 4.3% from 3Q 2020). Net income: JP¥241.0m (up 14% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Dec 23
Systems Engineering Consultants Co., LTD. to Report Q3, 2021 Results on Feb 08, 2021 Systems Engineering Consultants Co., LTD. announced that they will report Q3, 2021 results on Feb 08, 2021 Is New 90 Day High Low • Dec 22
New 90-day low: JP¥2,869 The company is down 10.0% from its price of JP¥3,185 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 Software industry, which is up 2.0% over the same period. Price Target Changed • Dec 01
Price target lowered to JP¥4,450 Down from JP¥5,150, the current price target is provided by 1 analyst. The new target price is 46% above the current share price of JP¥3,050. As of last close, the stock is down 21% over the past year. Announcement • Sep 19
Systems Engineering Consultants Co., LTD. to Report Q2, 2021 Results on Nov 09, 2020 Systems Engineering Consultants Co., LTD. announced that they will report Q2, 2021 results on Nov 09, 2020 Announcement • Jun 17
Systems Engineering Consultants Co., LTD. to Report Q1, 2021 Results on Aug 11, 2020 Systems Engineering Consultants Co., LTD. announced that they will report Q1, 2021 results on Aug 11, 2020