New Risk • Jun 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 9.4% 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 (9.4% average weekly change). Minor Risk Market cap is less than US$100m (JP¥15.7b market cap, or US$98.1m). Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥818, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 17x in the Software industry in Japan. Total loss to shareholders of 13% over the past three years. Reported Earnings • May 18
First quarter 2026 earnings released: EPS: JP¥11.98 (vs JP¥5.90 in 1Q 2025) First quarter 2026 results: EPS: JP¥11.98 (up from JP¥5.90 in 1Q 2025). Revenue: JP¥3.20b (up 11% from 1Q 2025). Net income: JP¥236.0m (up 111% from 1Q 2025). Profit margin: 7.4% (up from 3.9% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥601, the stock trades at a trailing P/E ratio of 19.8x. Average trailing P/E is 17x in the Software industry in Japan. Total loss to shareholders of 37% over the past three years. Reported Earnings • Apr 04
Full year 2025 earnings released: EPS: JP¥31.18 (vs JP¥45.72 in FY 2024) Full year 2025 results: EPS: JP¥31.18 (down from JP¥45.72 in FY 2024). Revenue: JP¥12.1b (up 1.9% from FY 2024). Net income: JP¥598.0m (down 33% from FY 2024). Profit margin: 4.9% (down from 7.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 16
Full year 2025 earnings released: EPS: JP¥31.18 (vs JP¥45.72 in FY 2024) Full year 2025 results: EPS: JP¥31.18 (down from JP¥45.72 in FY 2024). Revenue: JP¥12.1b (up 1.9% from FY 2024). Net income: JP¥598.0m (down 33% from FY 2024). Profit margin: 4.9% (down from 7.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Feb 13
eSOL Co.,Ltd., Annual General Meeting, Mar 27, 2026 eSOL Co.,Ltd., Annual General Meeting, Mar 27, 2026. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%). Announcement • Dec 03
eSOL Co.,Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026 eSOL Co.,Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026 New Risk • Nov 28
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 8.2% 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 (8.2% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (4.1% net profit margin). Market cap is less than US$100m (JP¥10.6b market cap, or US$67.8m). Valuation Update With 7 Day Price Move • Nov 28
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥557, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 19x in the Software industry in Japan. Total loss to shareholders of 38% over the past three years. Reported Earnings • Nov 18
Third quarter 2025 earnings released: EPS: JP¥6.63 (vs JP¥5.48 in 3Q 2024) Third quarter 2025 results: EPS: JP¥6.63 (up from JP¥5.48 in 3Q 2024). Revenue: JP¥2.98b (up 7.5% from 3Q 2024). Net income: JP¥126.0m (up 21% from 3Q 2024). Profit margin: 4.2% (up from 3.8% 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 85% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 09
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥579, the stock trades at a trailing P/E ratio of 23.9x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 6.9% over the past three years. Announcement • Sep 02
eSOL Co.,Ltd. to Report Q3, 2025 Results on Nov 14, 2025 eSOL Co.,Ltd. announced that they will report Q3, 2025 results on Nov 14, 2025 New Risk • Aug 09
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 5.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Profit margins are more than 30% lower than last year (4.0% net profit margin). Market cap is less than US$100m (JP¥11.0b market cap, or US$74.2m). Reported Earnings • Aug 09
Second quarter 2025 earnings released: EPS: JP¥1.42 (vs JP¥9.82 in 2Q 2024) Second quarter 2025 results: EPS: JP¥1.42 (down from JP¥9.82 in 2Q 2024). Revenue: JP¥2.76b (down 5.5% from 2Q 2024). Net income: JP¥27.0m (down 86% from 2Q 2024). Profit margin: 1.0% (down from 6.6% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥1.50 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 03 September 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.5%). Announcement • Jun 12
eSOL Co.,Ltd. to Report Q2, 2025 Results on Aug 08, 2025 eSOL Co.,Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025 Reported Earnings • May 21
First quarter 2025 earnings released: EPS: JP¥5.90 (vs JP¥18.48 in 1Q 2024) First quarter 2025 results: EPS: JP¥5.90 (down from JP¥18.48 in 1Q 2024). Revenue: JP¥2.89b (down 7.1% from 1Q 2024). Net income: JP¥112.0m (down 70% from 1Q 2024). Profit margin: 3.9% (down from 12% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Earnings have declined by 11% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥8.00b market cap, or US$54.7m). Reported Earnings • Apr 05
Full year 2024 earnings released: EPS: JP¥45.72 (vs JP¥6.67 in FY 2023) Full year 2024 results: EPS: JP¥45.72 (up from JP¥6.67 in FY 2023). Revenue: JP¥11.9b (up 24% from FY 2023). Net income: JP¥892.0m (up JP¥756.0m from FY 2023). Profit margin: 7.5% (up from 1.4% 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 98% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥515, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 19x in the Software industry in Japan. Total loss to shareholders of 16% over the past three years. Announcement • Mar 29
eSOL Co.,Ltd. to Report Q1, 2025 Results on May 15, 2025 eSOL Co.,Ltd. announced that they will report Q1, 2025 results on May 15, 2025 Reported Earnings • Feb 16
Full year 2024 earnings released: EPS: JP¥45.72 (vs JP¥6.67 in FY 2023) Full year 2024 results: EPS: JP¥45.72 (up from JP¥6.67 in FY 2023). Revenue: JP¥11.9b (up 24% from FY 2023). Net income: JP¥892.0m (up JP¥756.0m from FY 2023). Profit margin: 7.5% (up from 1.4% 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 98% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • Feb 14
eSOL Co.,Ltd., Annual General Meeting, Mar 28, 2025 eSOL Co.,Ltd., Annual General Meeting, Mar 28, 2025. New Risk • Jan 24
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 5.2% 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 Earnings have declined by 22% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥12.6b market cap, or US$80.9m). Upcoming Dividend • Dec 20
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 29 March 2025. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.3%). Announcement • Dec 03
eSOL Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025 eSOL Co.,Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025 Reported Earnings • Aug 14
Second quarter 2024 earnings released: EPS: JP¥9.82 (vs JP¥1.67 in 2Q 2023) Second quarter 2024 results: EPS: JP¥9.82 (up from JP¥1.67 in 2Q 2023). Revenue: JP¥2.92b (up 20% from 2Q 2023). Net income: JP¥193.0m (up 468% from 2Q 2023). Profit margin: 6.6% (up from 1.4% 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 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. New Risk • Aug 05
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥11.9b (US$83.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.5% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥11.9b market cap, or US$83.2m). New Risk • Aug 02
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 Risks Share price has been highly volatile over the past 3 months (7.4% average weekly change). Earnings have declined by 39% per year over the past 5 years. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥731, the stock trades at a trailing P/E ratio of 31.4x. Average trailing P/E is 22x in the Software industry in Japan. Total loss to shareholders of 29% over the past three years. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥1.50 per share Eligible shareholders must have bought the stock before 27 June 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.5%). Valuation Update With 7 Day Price Move • May 23
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥1,005, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 22x in the Software industry in Japan. Total loss to shareholders of 9.0% over the past three years. Reported Earnings • May 16
First quarter 2024 earnings released: EPS: JP¥18.48 (vs JP¥1.86 in 1Q 2023) First quarter 2024 results: EPS: JP¥18.48 (up from JP¥1.86 in 1Q 2023). Revenue: JP¥3.11b (up 39% from 1Q 2023). Net income: JP¥377.0m (up JP¥339.0m from 1Q 2023). Profit margin: 12% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Announcement • May 14
eSOL Co.,Ltd. (TSE:4420) announces an Equity Buyback for 1,420,000 shares, representing 6.96% for ¥1,178.6 million. eSOL Co.,Ltd. (TSE:4420) announces a share repurchase program. Under the program, the company will repurchase up to 1,420,000 shares, representing 6.96% of its issued share capital (excluding treasury stock), for ¥1,178.6 million. The shares will be repurchased at a price of ¥830 per share. The purpose of the program is to improve capital efficiency and mitigate the short-term impact on the supply and demand of our shares. As of December 31, 2023, the company had 20,397,223 shares in issue (excluding treasury stock) and 1,063,577 shares in treasury. New Risk • Apr 23
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.5b (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 44% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.5b market cap, or US$100.0m). Announcement • Mar 03
eSOL Co.,Ltd. to Report Q1, 2024 Results on May 13, 2024 eSOL Co.,Ltd. announced that they will report Q1, 2024 results on May 13, 2024 Reported Earnings • Feb 20
Full year 2023 earnings released: EPS: JP¥6.67 (vs JP¥17.52 loss in FY 2022) Full year 2023 results: EPS: JP¥6.67 (up from JP¥17.52 loss in FY 2022). Revenue: JP¥9.63b (up 8.5% from FY 2022). Net income: JP¥136.0m (up JP¥493.0m from FY 2022). Profit margin: 1.4% (up from net loss in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. Announcement • Feb 16
eSOL Co.,Ltd., Annual General Meeting, Mar 28, 2024 eSOL Co.,Ltd., Annual General Meeting, Mar 28, 2024. New Risk • Feb 16
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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 Earnings have declined by 47% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (JP¥13.7b market cap, or US$91.5m). Upcoming Dividend • Dec 21
Upcoming dividend of JP¥4.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%). Announcement • Dec 10
eSOL Co.,Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024 eSOL Co.,Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024 Announcement • Sep 03
eSOL Co.,Ltd. to Report Q3, 2023 Results on Nov 14, 2023 eSOL Co.,Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023 Reported Earnings • Aug 12
Second quarter 2023 earnings released: EPS: JP¥1.67 (vs JP¥15.56 loss in 2Q 2022) Second quarter 2023 results: EPS: JP¥1.67 (up from JP¥15.56 loss in 2Q 2022). Revenue: JP¥2.43b (up 26% from 2Q 2022). Net income: JP¥34.0m (up JP¥351.0m from 2Q 2022). Profit margin: 1.4% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥1.50 per share at 0.5% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 05 September 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.5%). Announcement • Jun 03
eSOL Co.,Ltd. to Report Q2, 2023 Results on Aug 10, 2023 eSOL Co.,Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023 Reported Earnings • May 17
First quarter 2023 earnings released: EPS: JP¥1.86 (vs JP¥5.21 loss in 1Q 2022) First quarter 2023 results: EPS: JP¥1.86 (up from JP¥5.21 loss in 1Q 2022). Revenue: JP¥2.24b (up 2.7% from 1Q 2022). Net income: JP¥38.0m (up JP¥144.0m from 1Q 2022). Profit margin: 1.7% (up from net loss in 1Q 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Reported Earnings • Feb 17
Full year 2022 earnings released: JP¥17.52 loss per share (vs JP¥9.82 profit in FY 2021) Full year 2022 results: JP¥17.52 loss per share (down from JP¥9.82 profit in FY 2021). Revenue: JP¥8.87b (flat on FY 2021). Net loss: JP¥357.0m (down 279% from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.9%). Reported Earnings • Nov 18
Third quarter 2022 earnings released: EPS: JP¥13.20 (vs JP¥3.49 loss in 3Q 2021) Third quarter 2022 results: EPS: JP¥13.20 (up from JP¥3.49 loss in 3Q 2021). Revenue: JP¥2.43b (up 15% from 3Q 2021). Net income: JP¥269.0m (up JP¥340.0m from 3Q 2021). Profit margin: 11% (up from net loss in 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance. 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. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Outside Director Nobuhide Nakaido was the last independent 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: Minority of independent directors. Insufficient board refreshment. Announcement • Sep 24
eSOL Co.,Ltd. to Report Q3, 2022 Results on Nov 14, 2022 eSOL Co.,Ltd. announced that they will report Q3, 2022 results on Nov 14, 2022 Reported Earnings • Aug 12
Second quarter 2022 earnings released: JP¥15.56 loss per share (vs JP¥3.00 profit in 2Q 2021) Second quarter 2022 results: JP¥15.56 loss per share (down from JP¥3.00 profit in 2Q 2021). Revenue: JP¥1.93b (down 12% from 2Q 2021). Net loss: JP¥317.0m (down JP¥378.0m from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Announcement • Jul 13
eSOL Co.,Ltd. announced that it expects to receive KRW 4.99997952 billion in funding eSOL Co.,Ltd. announced that it will issue 19,434 shares at a price of KRW 257,280 per share for gross proceeds of KRW 4,999,979,520 on July 12, 2022. The transaction will include participation from IBC-Mpod New Technology Business Fund No. 1. The transaction is expected to close on July 27, 2022. The transaction has been approved by the board of directors of the company. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥1.50 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 06 September 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.0%). Announcement • Jun 12
eSOL Co.,Ltd. to Report Q2, 2022 Results on Aug 10, 2022 eSOL Co.,Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022 Reported Earnings • May 16
First quarter 2022 earnings released: JP¥5.21 loss per share (vs JP¥13.81 profit in 1Q 2021) First quarter 2022 results: JP¥5.21 loss per share (down from JP¥13.81 profit in 1Q 2021). Revenue: JP¥2.18b (down 7.9% from 1Q 2021). Net loss: JP¥106.0m (down 138% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year and the company’s share price has also fallen by 28% per year. 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. 9 experienced directors. No highly experienced directors. No independent directors (6 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: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 09
eSOL Co.,Ltd. to Report Q1, 2022 Results on May 13, 2022 eSOL Co.,Ltd. announced that they will report Q1, 2022 results on May 13, 2022 Reported Earnings • Feb 18
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥9.82 (down from JP¥33.22 in FY 2020). Revenue: JP¥8.94b (down 1.2% from FY 2020). Net income: JP¥200.0m (down 70% from FY 2020). Profit margin: 2.2% (down from 7.5% in FY 2020). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings. Announcement • Feb 16
eSOL Co.,Ltd., Annual General Meeting, Mar 30, 2022 eSOL Co.,Ltd., Annual General Meeting, Mar 30, 2022. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥755, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 22x in the Software industry in Japan. Total loss to shareholders of 27% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.5%). Reported Earnings • Nov 15
Third quarter 2021 earnings released: JP¥3.49 loss per share (vs JP¥7.03 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.11b (down 2.0% from 3Q 2020). Net loss: JP¥71.0m (down 150% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥1,058, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 30x in the Software industry in Japan. Total loss to shareholders of 14% over the past year. Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥894, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 28x in the Software industry in Japan. Total loss to shareholders of 17% over the past year. Reported Earnings • Aug 15
Second quarter 2021 earnings released: EPS JP¥3.00 (vs JP¥5.55 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥2.18b (up 4.5% from 2Q 2020). Net income: JP¥61.0m (down 46% from 2Q 2020). Profit margin: 2.8% (down from 5.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥1.50 per share Eligible shareholders must have bought the stock before 29 June 2021. Payment date: 07 September 2021. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.4%). Reported Earnings • May 18
First quarter 2021 earnings released: EPS JP¥13.81 (vs JP¥9.98 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥2.36b (down 2.9% from 1Q 2020). Net income: JP¥281.0m (up 38% from 1Q 2020). Profit margin: 12% (up from 8.3% in 1Q 2020). The increase in margin was driven by lower expenses. Reported Earnings • Apr 06
Full year 2020 earnings released: EPS JP¥33.22 (vs JP¥32.40 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥9.04b (down 6.2% from FY 2019). Net income: JP¥676.0m (up 2.6% from FY 2019). Profit margin: 7.5% (up from 6.8% in FY 2019). The increase in margin was driven by lower expenses. Announcement • Mar 17
eSOL Co.,Ltd. to Report Q1, 2021 Results on May 14, 2021 eSOL Co.,Ltd. announced that they will report Q1, 2021 results on May 14, 2021 Reported Earnings • Feb 14
Full year 2020 earnings released: EPS JP¥33.22 (vs JP¥32.40 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥9.04b (down 6.2% from FY 2019). Net income: JP¥676.0m (up 2.6% from FY 2019). Profit margin: 7.5% (up from 6.8% in FY 2019). The increase in margin was driven by lower expenses. Is New 90 Day High Low • Jan 04
New 90-day low: JP¥1,188 The company is down 1.0% from its price of JP¥1,196 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 5.0% over the same period. Announcement • Dec 25
eSOL Co.,Ltd. to Report Fiscal Year 2020 Results on Feb 12, 2021 eSOL Co.,Ltd. announced that they will report fiscal year 2020 results on Feb 12, 2021 Announcement • Sep 26
eSOL Co.,Ltd. to Report Q3, 2020 Results on Nov 13, 2020 eSOL Co.,Ltd. announced that they will report Q3, 2020 results on Nov 13, 2020 Announcement • Jun 17
eSOL Co.,Ltd. to Report Q2, 2020 Results on Aug 12, 2020 eSOL Co.,Ltd. announced that they will report Q2, 2020 results on Aug 12, 2020