Announcement • May 22
Global Security Experts Inc. (TSE:4417) announces an Equity Buyback for 100,000 shares, representing 0.66% for ¥200 million. Global Security Experts Inc. (TSE:4417) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.66% of its issued share capital for a total purchase price of ¥200 million. The shares will be repurchased at a price of ¥2,000 per share. The purpose of the program is to return profits to our shareholders by improving capital efficiency. As of March 31, 2026, the company had 15,051,988 shares in issued and 257,612 shares in treasury. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥3,255, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the IT industry in Japan. Total returns to shareholders of 54% over the past three years. Buy Or Sell Opportunity • May 11
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.0% to JP¥2,888. The fair value is estimated to be JP¥3,614, 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 year. Earnings per share has grown by 47%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 62% in the next 2 years. Reported Earnings • May 01
Full year 2026 earnings: EPS exceeds analyst expectations Full year 2026 results: EPS: JP¥98.80 (up from JP¥67.23 in FY 2025). Revenue: JP¥11.0b (up 25% from FY 2025). Net income: JP¥1.49b (up 47% from FY 2025). Profit margin: 14% (up from 12% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the IT industry in Japan. Announcement • Apr 30
Global Security Experts Inc., Annual General Meeting, Jun 25, 2026 Global Security Experts Inc., Annual General Meeting, Jun 25, 2026. Announcement • Apr 21
Global Security Experts Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026 Global Security Experts Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥16.37 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.8%). Price Target Changed • Mar 06
Price target decreased by 14% to JP¥4,500 Down from JP¥5,260, the current price target is provided by 1 analyst. New target price is 80% above last closing price of JP¥2,506. Stock is up 6.8% over the past year. The company is forecast to post earnings per share of JP¥95.70 for next year compared to JP¥67.23 last year. New Risk • Feb 25
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 8.5% 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 (8.5% average weekly change). Minor Risk Less than 3 years of financial data is available. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥2,260, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in Japan. Total loss to shareholders of 9.6% over the past three years. Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥27.51 (vs JP¥19.59 in 3Q 2025) Third quarter 2026 results: EPS: JP¥27.51 (up from JP¥19.59 in 3Q 2025). Revenue: JP¥2.85b (up 13% from 3Q 2025). Net income: JP¥414.0m (up 41% from 3Q 2025). Profit margin: 14% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Announcement • Dec 27
Global Security Experts Inc. to Report Q3, 2026 Results on Jan 30, 2026 Global Security Experts Inc. announced that they will report Q3, 2026 results on Jan 30, 2026 Reported Earnings • Oct 31
Second quarter 2026 earnings released: EPS: JP¥25.53 (vs JP¥19.59 in 2Q 2025) Second quarter 2026 results: EPS: JP¥25.53 (up from JP¥19.59 in 2Q 2025). Revenue: JP¥2.72b (up 8.4% from 2Q 2025). Net income: JP¥384.0m (up 31% from 2Q 2025). Profit margin: 14% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • Oct 22
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥3,975, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 117% over the past three years. Announcement • Oct 09
Global Security Experts Inc. to Report Q2, 2026 Results on Oct 30, 2025 Global Security Experts Inc. announced that they will report Q2, 2026 results on Oct 30, 2025 Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥3,570, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 75% over the past three years. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥16.36 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.2%). Buy Or Sell Opportunity • Sep 03
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.5% to JP¥3,105. The fair value is estimated to be JP¥4,032, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 29% per annum over the same time period. Buy Or Sell Opportunity • Aug 15
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.6% to JP¥3,155. The fair value is estimated to be JP¥4,005, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 29% per annum over the same time period. Announcement • Jul 08
Global Security Experts Inc. to Report Q1, 2026 Results on Jul 30, 2025 Global Security Experts Inc. announced that they will report Q1, 2026 results on Jul 30, 2025 Buy Or Sell Opportunity • Jun 19
Now 20% undervalued Over the last 90 days, the stock has risen 23% to JP¥3,175. The fair value is estimated to be JP¥3,980, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 28% per annum over the same time period. Buy Or Sell Opportunity • May 21
Now 21% undervalued Over the last 90 days, the stock has risen 20% to JP¥6,230. The fair value is estimated to be JP¥7,909, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Announcement • Apr 30
Global Security Experts Inc., Annual General Meeting, Jun 24, 2025 Global Security Experts Inc., Annual General Meeting, Jun 24, 2025. New Risk • Apr 23
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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (9.7% average weekly change). Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥5,130, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,988 per share. Announcement • Mar 28
Global Security Experts Inc. to Report Fiscal Year 2025 Results on Apr 30, 2025 Global Security Experts Inc. announced that they will report fiscal year 2025 results on Apr 30, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥20.86 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 17% and the cash payout ratio is 78%. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.4%). New Risk • Mar 10
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 7.9% 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 Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk High level of debt (41% net debt to equity). Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥5,510, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the IT industry in Japan. Total returns to shareholders of 325% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,570 per share. Reported Earnings • Jan 31
Third quarter 2025 earnings released: EPS: JP¥39.18 (vs JP¥28.17 in 3Q 2024) Third quarter 2025 results: EPS: JP¥39.18 (up from JP¥28.17 in 3Q 2024). Revenue: JP¥2.28b (up 25% from 3Q 2024). Net income: JP¥294.0m (up 39% from 3Q 2024). Profit margin: 13% (up from 12% in 3Q 2024). 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 5.4% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 17
Global Security Experts Inc. to Report Q3, 2025 Results on Jan 30, 2025 Global Security Experts Inc. announced that they will report Q3, 2025 results on Jan 30, 2025 Reported Earnings • Nov 01
Second quarter 2025 earnings released: EPS: JP¥35.06 (vs JP¥30.34 in 2Q 2024) Second quarter 2025 results: EPS: JP¥35.06 (up from JP¥30.34 in 2Q 2024). Revenue: JP¥2.19b (up 25% from 2Q 2024). Net income: JP¥263.0m (up 16% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Japan. Announcement • Sep 27
Global Security Experts Inc. to Report Q2, 2025 Results on Oct 30, 2024 Global Security Experts Inc. announced that they will report Q2, 2025 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Aug 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥6,300, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 18x in the IT industry in Japan. Total returns to shareholders of 34% over the past year. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥4,665, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the IT industry in Japan. Total loss to shareholders of 5.9% over the past year. Reported Earnings • Aug 01
First quarter 2025 earnings released: EPS: JP¥21.11 (vs JP¥16.88 in 1Q 2024) First quarter 2025 results: EPS: JP¥21.11 (up from JP¥16.88 in 1Q 2024). Revenue: JP¥1.81b (up 25% from 1Q 2024). Net income: JP¥159.0m (up 27% from 1Q 2024). Profit margin: 8.8% (up from 8.6% in 1Q 2024). 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 4.8% growth forecast for the IT industry in Japan. New Risk • Jul 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 7.3% 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. Announcement • Jun 30
Global Security Experts Inc. to Report Q1, 2025 Results on Jul 30, 2024 Global Security Experts Inc. announced that they will report Q1, 2025 results on Jul 30, 2024 Valuation Update With 7 Day Price Move • Jun 28
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥5,910, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 11% over the past year. Announcement • Jun 27
Global Security Experts Inc. (TSE:4417) announces an Equity Buyback for 60,000 shares, for ¥354.6 million. Global Security Experts Inc. (TSE:4417) announces a share repurchase program. Under the program, the company will repurchase up to 60,000 shares, for a total purchase price of ¥354.6 million. The shares will be repurchased at a price of ¥5,910 per share. The purpose of the program is to comprehensively consider its financial and stock price conditions and to be able to implement a flexible capital policy in response to changes in the business environment. Reported Earnings • May 01
Full year 2024 earnings released: EPS: JP¥105 (vs JP¥72.18 in FY 2023) Full year 2024 results: EPS: JP¥105 (up from JP¥72.18 in FY 2023). Revenue: JP¥7.00b (up 26% from FY 2023). Net income: JP¥783.0m (up 61% from FY 2023). Profit margin: 11% (up from 8.8% in FY 2023). 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 4.9% growth forecast for the IT industry in Japan. Announcement • Apr 29
Global Security Experts Inc., Annual General Meeting, Jun 24, 2024 Global Security Experts Inc., Annual General Meeting, Jun 24, 2024. Upcoming Dividend • Mar 21
Inaugural dividend of JP¥23.56 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. This is the first dividend for Global Security Experts since going public. The average dividend yield among industry peers is 1.4%. Announcement • Mar 07
Global Security Experts Inc. to Report Fiscal Year 2024 Results on Apr 26, 2024 Global Security Experts Inc. announced that they will report fiscal year 2024 results on Apr 26, 2024 Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥28.17 (vs JP¥10.63 in 3Q 2023) Third quarter 2024 results: EPS: JP¥28.17 (up from JP¥10.63 in 3Q 2023). Revenue: JP¥1.82b (up 26% from 3Q 2023). Net income: JP¥211.0m (up 49% from 3Q 2023). Profit margin: 12% (up from 9.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. Announcement • Nov 29
Global Security Experts Inc. to Report Q3, 2024 Results on Jan 30, 2024 Global Security Experts Inc. announced that they will report Q3, 2024 results on Jan 30, 2024 Reported Earnings • Nov 01
Second quarter 2024 earnings released: EPS: JP¥30.34 (vs JP¥44.51 in 2Q 2023) Second quarter 2024 results: EPS: JP¥30.34. Revenue: JP¥1.76b (up 26% from 2Q 2023). Net income: JP¥227.0m (up 54% from 2Q 2023). Profit margin: 13% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥3,960, the stock trades at a trailing P/E ratio of 56.8x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 7.0% over the past year. Announcement • Sep 28
Global Security Experts Inc. to Report Q2, 2024 Results on Oct 30, 2023 Global Security Experts Inc. announced that they will report Q2, 2024 results on Oct 30, 2023 Reported Earnings • Jul 29
First quarter 2024 earnings released: EPS: JP¥16.88 (vs JP¥25.25 in 1Q 2023) First quarter 2024 results: EPS: JP¥16.88. Revenue: JP¥1.45b (up 23% from 1Q 2023). Net income: JP¥125.0m (up 49% from 1Q 2023). Profit margin: 8.6% (up from 7.1% in 1Q 2023). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥5,250, the stock trades at a trailing P/E ratio of 79.6x. Average trailing P/E is 19x in the IT industry in Japan. Total returns to shareholders of 177% over the past year. Valuation Update With 7 Day Price Move • May 16
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥4,970, the stock trades at a trailing P/E ratio of 75.2x. Average trailing P/E is 18x in the IT industry in Japan. Total returns to shareholders of 112% over the past year. Reported Earnings • Apr 29
Full year 2023 earnings released: EPS: JP¥72.18 (vs JP¥80.88 in FY 2022) Full year 2023 results: EPS: JP¥72.18. Revenue: JP¥5.56b (up 27% from FY 2022). Net income: JP¥488.0m (up 87% from FY 2022). Profit margin: 8.8% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Upcoming Dividend • Mar 23
Inaugural dividend of JP¥13.00 per share Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. This is the first dividend for Global Security Experts since going public. The average dividend yield among industry peers is 1.7%. Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥10.63 (vs JP¥15.63 in 3Q 2022) Third quarter 2023 results: EPS: JP¥10.63. Revenue: JP¥1.45b (up 14% from 3Q 2022). Net income: JP¥142.0m (up 173% from 3Q 2022). Profit margin: 9.8% (up from 4.1% in 3Q 2022). The increase in margin was driven by higher revenue. Announcement • Dec 28
Global Security Experts Inc. to Report Q3, 2023 Results on Jan 31, 2023 Global Security Experts Inc. announced that they will report Q3, 2023 results on Jan 31, 2023 Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment deteriorated over the past week After last week's 15% share price decline to JP¥4,080, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 17x in the IT industry in Japan. Total returns to shareholders of 147% over the past year. Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥44.51 (vs JP¥15.63 in 2Q 2022) Second quarter 2023 results: EPS: JP¥44.51 (up from JP¥15.63 in 2Q 2022). Revenue: JP¥1.40b (up 9.7% from 2Q 2022). Net income: JP¥147.0m (up 183% from 2Q 2022). Profit margin: 11% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥6,220, the stock trades at a trailing P/E ratio of 74.8x. Average trailing P/E is 18x in the IT industry in Japan. Announcement • Sep 11
Global Security Experts Inc. to Report Q2, 2023 Results on Oct 31, 2022 Global Security Experts Inc. announced that they will report Q2, 2023 results on Oct 31, 2022 Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improved over the past week After last week's 20% share price gain to JP¥6,130, the stock trades at a trailing P/E ratio of 73.8x. Average trailing P/E is 18x in the IT industry in Japan. Reported Earnings • Aug 12
First quarter 2023 earnings released First quarter 2023 results: EPS: JP¥25.25. Revenue: JP¥1.18b (flat on 1Q 2022). Net income: JP¥84.0m (up JP¥84.0m from 1Q 2022). Profit margin: 7.1% (up from null in 1Q 2022). Announcement • Jul 02
Global Security Experts Inc. to Report Q1, 2023 Results on Aug 10, 2022 Global Security Experts Inc. announced that they will report Q1, 2023 results on Aug 10, 2022 Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥3,965, the stock trades at a trailing P/E ratio of 50.5x. Average trailing P/E is 17x in the IT industry in Japan. Announcement • Jun 29
Global Security Experts Inc. (TSE:4417) announces an Equity Buyback for 25,000 shares, representing 0.75% for ¥89 million. Global Security Experts Inc. (TSE:4417) announces a share repurchase program. Under the program, the company will repurchase up to 25,000 shares, representing 0.75% of its share capital for ¥89 million from Business Brain Co., Ltd. Showa Ota. The offer price is ¥3560 per share. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥3,380, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 18x in the IT industry in Japan. Announcement • May 18
Global Security Experts Inc., Annual General Meeting, Jun 22, 2022 Global Security Experts Inc., Annual General Meeting, Jun 22, 2022. Board Change • Apr 27
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Outside Director Shigeyuki Mizutani was the last independent director to join the board, commencing their role in 2020. 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 08
Global Security Experts Inc. to Report Fiscal Year 2022 Results on May 13, 2022 Global Security Experts Inc. announced that they will report fiscal year 2022 results on May 13, 2022 Announcement • Dec 21
Global Security Experts Inc. has completed an IPO in the amount of ¥1.68 billion. Global Security Experts Inc. has completed an IPO in the amount of ¥1.68 billion.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 600,000
Price\Range: ¥2800
Discount Per Security: ¥224