Reported Earnings • Apr 15
Full year 2026 earnings: EPS exceeds analyst expectations Full year 2026 results: JP¥78.20 loss per share (down from JP¥86.17 profit in FY 2025). Revenue: JP¥40.0b (up 12% from FY 2025). Net loss: JP¥600.0m (down 189% from profit in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • Apr 14
Serverworks Co.,Ltd., Annual General Meeting, May 26, 2026 Serverworks Co.,Ltd., Annual General Meeting, May 26, 2026. Announcement • Apr 07
Serverworks Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026 Serverworks Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026 New Risk • Feb 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥15.4b market cap, or US$98.4m). Announcement • Jan 15
Serverworks Co.,Ltd. (TSE:4434) announces an Equity Buyback for 300,000 shares, representing 3.9% for ¥700 million. Serverworks Co.,Ltd. (TSE:4434) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 3.9% of its issued share capital, for ¥700 million. The purpose of the buyback is to enhance return of profits to shareholders, improve capital efficiency and and implementing flexible capital policies in the future. The program will expire on April 30, 2026. As of August 31, 2025, the company had 7,688,746 shares in issue (excluding treasury stock) and 222,667 shares in treasury. Reported Earnings • Jan 15
Third quarter 2026 earnings released: EPS: JP¥51.58 (vs JP¥19.10 in 3Q 2025) Third quarter 2026 results: EPS: JP¥51.58 (up from JP¥19.10 in 3Q 2025). Revenue: JP¥10.3b (up 16% from 3Q 2025). Net income: JP¥397.0m (up 164% from 3Q 2025). Profit margin: 3.8% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Announcement • Jan 14
Serverworks Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026 Serverworks Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects net sales of JPY 39,569 million, operating profit of JPY 551 million, loss attributable to owners of parent of JPY 705 million and basic loss per share of JPY 91.57. New Risk • Jan 07
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 5.4% 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: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Market cap is less than US$100m (JP¥14.4b market cap, or US$91.6m). Announcement • Nov 01
Serverworks Co.,Ltd. to Report Q3, 2026 Results on Jan 14, 2026 Serverworks Co.,Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026 New Risk • Oct 16
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥13.9b (US$91.6m) 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. This is currently the only risk that has been identified for the company. Reported Earnings • Oct 16
Second quarter 2026 earnings released: JP¥132 loss per share (vs JP¥9.94 profit in 2Q 2025) Second quarter 2026 results: JP¥132 loss per share (down from JP¥9.94 profit in 2Q 2025). Revenue: JP¥9.52b (up 10.0% from 2Q 2025). Net loss: JP¥1.02b (down JP¥1.09b from profit in 2Q 2025). Revenue is forecast to grow 18% 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 fallen by 15% per year whereas the company’s share price has fallen by 10% per year. Buy Or Sell Opportunity • Aug 01
Now 21% overvalued Over the last 90 days, the stock has fallen 1.9% to JP¥2,240. The fair value is estimated to be JP¥1,854, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 104% in the next 2 years. Announcement • Jul 30
Serverworks Co.,Ltd. to Report Q2, 2026 Results on Oct 15, 2025 Serverworks Co.,Ltd. announced that they will report Q2, 2026 results on Oct 15, 2025 New Risk • Jul 17
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: 1.4% Last year net profit margin: 2.7% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Jun 03
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥86.17 (up from JP¥81.71 in FY 2024). Revenue: JP¥35.7b (up 30% from FY 2024). Net income: JP¥677.0m (up 6.1% from FY 2024). Profit margin: 1.9% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • May 27
Serverworks Co.,Ltd. to Report Q1, 2026 Results on Jul 15, 2025 Serverworks Co.,Ltd. announced that they will report Q1, 2026 results on Jul 15, 2025 Reported Earnings • Apr 15
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥86.17 (up from JP¥81.71 in FY 2024). Revenue: JP¥35.7b (up 30% from FY 2024). Net income: JP¥677.0m (up 6.1% from FY 2024). Profit margin: 1.9% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Apr 15
Serverworks Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Fiscal Ending February 28, 2026 Serverworks Co.,Ltd. provided consolidated earnings guidance for the year fiscal ending February 28, 2026. For the year, the company expects net sales of JPY 40,84 million, operating profit of JPY 1,140 million, profit attributable to owners of parent of JPY 848 million and basic earnings per share of JPY 107.95. Announcement • Apr 14
Serverworks Co.,Ltd., Annual General Meeting, May 28, 2025 Serverworks Co.,Ltd., Annual General Meeting, May 28, 2025. New Risk • Apr 07
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥13.9b (US$95.3m) 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: Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (JP¥13.9b market cap, or US$95.3m). Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥2,131, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 22% over the past three years. Buy Or Sell Opportunity • Apr 03
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.0% to JP¥2,255. The fair value is estimated to be JP¥2,875, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 68% in 2 years. Earnings are forecast to grow by 87% in the next 2 years. New Risk • Mar 27
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. This is currently the only risk that has been identified for the company. Announcement • Feb 26
Serverworks Co.,Ltd. (TSE:4434) announces an Equity Buyback for 230,000 shares, representing 2.92% for ¥500 million. Serverworks Co.,Ltd. (TSE:4434) announces a share repurchase program. Under the program, the company will repurchase up to 230,000 shares, representing 2.92% of its issued share capital, for ¥500 million. The purpose of the buyback is to enhance return of profits to shareholders and improve capital efficiency. The program will expire on June 30, 2025. As of November 30, 2025, the company had 7,871,357 shares in issue (excluding treasury stock) and 618 shares in treasury. Announcement • Feb 03
Serverworks Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025 Serverworks Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025 Buy Or Sell Opportunity • Jan 15
Now 22% undervalued The stock has been flat over the last 90 days, currently trading at JP¥2,383. The fair value is estimated to be JP¥3,055, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 88% in 2 years. Earnings are forecast to grow by 67% in the next 2 years. Valuation Update With 7 Day Price Move • Oct 22
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥2,262, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 51% over the past three years. Reported Earnings • Oct 17
Second quarter 2025 earnings released: EPS: JP¥9.94 (vs JP¥15.76 in 2Q 2024) Second quarter 2025 results: EPS: JP¥9.94 (down from JP¥15.76 in 2Q 2024). Revenue: JP¥8.66b (up 31% from 2Q 2024). Net income: JP¥78.0m (down 37% from 2Q 2024). Profit margin: 0.9% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the IT industry in Japan. Announcement • Aug 01
Serverworks Co.,Ltd. to Report Q2, 2025 Results on Oct 15, 2024 Serverworks Co.,Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024 Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥2,913, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 20x in the IT industry in Japan. Total loss to shareholders of 21% over the past three years. Buy Or Sell Opportunity • Jul 22
Now 23% undervalued Over the last 90 days, the stock has risen 18% to JP¥2,952. The fair value is estimated to be JP¥3,834, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last year. Earnings per share has grown by 78%. Revenue is forecast to grow by 77% in 2 years. Earnings are forecast to decline by 13% in the next 2 years. Reported Earnings • Jul 16
First quarter 2025 earnings released: EPS: JP¥35.34 (vs JP¥13.76 in 1Q 2024) First quarter 2025 results: EPS: JP¥35.34 (up from JP¥13.76 in 1Q 2024). Revenue: JP¥8.64b (up 47% from 1Q 2024). Net income: JP¥277.0m (up 159% from 1Q 2024). Profit margin: 3.2% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the IT industry in Japan. Board Change • Jun 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Outside Director Yuko Tanaka was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥3,110, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 25% over the past three years. Announcement • May 10
Serverworks Co.,Ltd. to Report Q1, 2025 Results on Jul 12, 2024 Serverworks Co.,Ltd. announced that they will report Q1, 2025 results on Jul 12, 2024 Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment deteriorates as stock falls 30% After last week's 30% share price decline to JP¥2,221, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 51% over the past three years. Announcement • Apr 14
Serverworks Co.,Ltd., Annual General Meeting, May 29, 2024 Serverworks Co.,Ltd., Annual General Meeting, May 29, 2024. Reported Earnings • Apr 14
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥81.71 (up from JP¥58.57 in FY 2023). Revenue: JP¥27.5b (up 59% from FY 2023). Net income: JP¥638.0m (up 41% from FY 2023). Profit margin: 2.3% (down from 2.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.6%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the IT industry in Japan. Valuation Update With 7 Day Price Move • Mar 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥3,690, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 20% over the past three years. Announcement • Feb 01
Serverworks Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024 Serverworks Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024 Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to JP¥3,860, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 30% over the past three years. Reported Earnings • Jan 14
Third quarter 2024 earnings released: EPS: JP¥35.30 (vs JP¥21.56 in 3Q 2023) Third quarter 2024 results: EPS: JP¥35.30 (up from JP¥21.56 in 3Q 2023). Revenue: JP¥7.32b (up 50% from 3Q 2023). Net income: JP¥276.0m (up 65% from 3Q 2023). Profit margin: 3.8% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Japan. 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 16% per year, which means it is performing significantly worse than earnings. Buying Opportunity • Dec 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.9%. The fair value is estimated to be JP¥4,212, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 88% in 2 years. Earnings is forecast to grow by 122% in the next 2 years. Announcement • Nov 01
Serverworks Co.,Ltd. to Report Q3, 2024 Results on Jan 12, 2024 Serverworks Co.,Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024 Reported Earnings • Oct 15
Second quarter 2024 earnings released: EPS: JP¥15.76 (vs JP¥20.17 in 2Q 2023) Second quarter 2024 results: EPS: JP¥15.76 (down from JP¥20.17 in 2Q 2023). Revenue: JP¥6.59b (up 77% from 2Q 2023). Net income: JP¥123.0m (down 21% from 2Q 2023). Profit margin: 1.9% (down from 4.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings. Announcement • Aug 04
Serverworks Co.,Ltd. to Report Q2, 2024 Results on Oct 13, 2023 Serverworks Co.,Ltd. announced that they will report Q2, 2024 results on Oct 13, 2023 Valuation Update With 7 Day Price Move • Jul 25
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥3,110, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 57% over the past three years. Reported Earnings • Jul 16
First quarter 2024 earnings released: EPS: JP¥13.76 (vs JP¥14.27 in 1Q 2023) First quarter 2024 results: EPS: JP¥13.76 (down from JP¥14.27 in 1Q 2023). Revenue: JP¥5.89b (up 76% from 1Q 2023). Net income: JP¥107.0m (down 2.7% from 1Q 2023). Profit margin: 1.8% (down from 3.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Japan. 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 29% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥2,796, the stock trades at a forward P/E ratio of 77x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 72% over the past three years. New Risk • Jun 13
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 Profit margins are more than 30% lower than last year (2.6% net profit margin). Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥2,303, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 78% over the past three years. Reported Earnings • May 30
Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: JP¥58.57 (up from JP¥57.69 in FY 2022). Revenue: JP¥17.3b (up 58% from FY 2022). Net income: JP¥453.0m (up 2.5% from FY 2022). Profit margin: 2.6% (down from 4.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Japan. 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 42% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥1,957, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the IT industry in Japan. Total loss to shareholders of 75% over the past three years. Reported Earnings • Apr 16
Full year 2023 earnings: EPS and revenues exceed analyst expectations Full year 2023 results: EPS: JP¥58.57 (up from JP¥57.69 in FY 2022). Revenue: JP¥17.3b (up 58% from FY 2022). Net income: JP¥453.0m (up 2.5% from FY 2022). Profit margin: 2.6% (down from 4.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the IT industry in Japan. 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 38% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥2,699, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 58% over the past three years. Announcement • Feb 02
Serverworks Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 14, 2023 Serverworks Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 14, 2023 Announcement • Jan 16
Serverworks Co.,Ltd. Revises Consolidated Earnings Guidance for Year Ending February 28, 2023 Serverworks Co.,Ltd. revised consolidated earnings guidance for the year ending February 28, 2023. For the period, the company expected net sales of JPY 16,987 million, operating profit of JPY 491 million, profit attributable to owners of parent of JPY 433 million, basic earnings per share of JPY 56.07 per basic share. Reported Earnings • Jan 14
Third quarter 2023 earnings released: EPS: JP¥21.56 (vs JP¥7.69 in 3Q 2022) Third quarter 2023 results: EPS: JP¥21.56 (up from JP¥7.69 in 3Q 2022). Revenue: JP¥4.89b (up 55% from 3Q 2022). Net income: JP¥167.0m (up 183% from 3Q 2022). Profit margin: 3.4% (up from 1.9% in 3Q 2022). 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 6.7% growth forecast for the IT industry in Japan. 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 19% per year, which means it is significantly lagging earnings. Announcement • Nov 02
Serverworks Co.,Ltd. to Report Q3, 2023 Results on Jan 13, 2023 Serverworks Co.,Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023 Announcement • Oct 17
Serverworks Co.,Ltd. Provides Consolidated Earnings Guidance for Year Ending February 28, 2023 Serverworks Co.,Ltd. provided consolidated earnings guidance for year ending February 28, 2023. For the period, the company expected net sales of JPY 13,485 million, operating profit of JPY 429 million, profit attributable to owners of parent of JPY 373 million, Basic earnings per share of JPY 48.74 per basic share. Valuation Update With 7 Day Price Move • Sep 01
Investor sentiment deteriorated over the past week After last week's 15% share price decline to JP¥2,512, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 4.7% over the past three years. Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥3,130, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 3.6% over the past three years. Announcement • Jul 22
Serverworks Co.,Ltd. Provides Consolidated Financial Forecast for the Fiscal Year Ending February 28, 2023 Serverworks Co.,Ltd. provided a consolidated financial forecast for the fiscal year ending February 28, 2023. For the period, the company expects net sales of ¥13,485 million, Operating profit of ¥429 million, Profit attributable to owners of parent of ¥373 million or ¥48.74 basic per share. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improved over the past week After last week's 28% share price gain to JP¥2,949, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 19x in the IT industry in Japan. Total loss to shareholders of 21% over the past three years. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥2,310, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 18x in the IT industry in Japan. Total loss to shareholders of 41% over the past three years. Announcement • Jun 24
Serverworks Co.,Ltd. (TSE:4434) conclude a transfer agreement to acquire TOPGATE, Inc. from Takashi Saikai. Serverworks Co.,Ltd. (TSE:4434) conclude a transfer agreement to acquire TOPGATE, Inc. from Takashi Saikai on June 22, 2022. As part of the transaction, Serverworks will acquire 98,667 shares. In 2021, TOPGATE reported Net worth of ¥10.93 million, Total assets of ¥706.31 million, Sales of ¥2.1 billion, Operating income of ¥134.91 million, and Net income of ¥139.44 million. The transaction is resolved by the board of Serverworks and expected to complete on June 30, 2022. Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment deteriorated over the past week After last week's 23% share price decline to JP¥2,156, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 18x in the IT industry in Japan. Total loss to shareholders of 49% over the past three years. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥2,344, the stock trades at a trailing P/E ratio of 39.9x. Average trailing P/E is 19x in the IT industry in Japan. Total loss to shareholders of 57% over the past year. Announcement • Jan 18
Serverworks Co.,Ltd. Provides Earnings Guidance for the Fiscal Year Ending February 28, 2022 Serverworks Co.,Ltd. provided earning guidance for the fiscal year ending February 28, 2022. For the period, the company expects net sales of JPY 10,212 million, operating profit of JPY 420 million, ordinary profit of JPY 443 million, profit attributable to owners of parent JPY 319 million and profit per share JPY 41.79. Reported Earnings • Jan 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥17.86 (up from JP¥5.95 in 3Q 2021). Revenue: JP¥2.68b (up 41% from 3Q 2021). Net income: JP¥137.0m (up 59% from 3Q 2021). Profit margin: 5.1% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment improved over the past week After last week's 24% share price gain to JP¥4,630, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 21x in the IT industry in Japan. Total loss to shareholders of 17% over the past year. Reported Earnings • Oct 17
Second quarter 2022 earnings released: EPS JP¥17.74 (vs JP¥2,253 in 2Q 2021) The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥2.58b (up 39% from 2Q 2021). Net income: JP¥136.0m (down 40% from 2Q 2021). Profit margin: 5.3% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥4,165, the stock trades at a trailing P/E ratio of 57.7x. Average trailing P/E is 23x in the IT industry in Japan. Total loss to shareholders of 37% over the past year. Reported Earnings • Jul 18
First quarter 2022 earnings released: EPS JP¥14.42 (vs JP¥8.10 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.51b (up 31% from 1Q 2021). Net income: JP¥110.0m (up 100% from 1Q 2021). Profit margin: 4.4% (up from 2.9% in 1Q 2021). Reported Earnings • Jun 03
Full year 2021 earnings released: EPS JP¥66.65 (vs JP¥49.44 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥8.03b (up 18% from FY 2020). Net income: JP¥482.0m (up 45% from FY 2020). Profit margin: 6.0% (up from 4.9% in FY 2020). Reported Earnings • Apr 17
Full year 2021 earnings released: EPS JP¥66.65 (vs JP¥49.44 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥8.03b (up 18% from FY 2020). Net income: JP¥482.0m (up 45% from FY 2020). Profit margin: 6.0% (up from 4.9% in FY 2020). Announcement • Apr 16
Serverworks Co.,Ltd. Provides Non-Consolidated Earnings Guidance for the Year Ending February 28, 2022 Serverworks Co.,Ltd. provided non-consolidated earnings guidance for the year ending February 28, 2022. For the year, the company expects net sales of JPY 9,300 million, operating profit of JPY 446 million, profit of JPY 326 million or earnings per share of JPY 45.17. Announcement • Mar 14
Serverworks Co.,Ltd. (TSE:4434) completed the acquisition of unknown stake in WingArc1st Inc. Serverworks Co.,Ltd. (TSE:4434) signed a contract to acquire unknown stake in WingArc1st Inc. for approximately ¥600 million on February 18, 2021. Board of Directors of Serverworks approved the transaction.
Serverworks Co.,Ltd. (TSE:4434) completed the acquisition of unknown stake in WingArc1st Inc. on March 12, 2021. Serverworks acquired 0.4 million shares at an offer per share of ¥1590. Announcement • Feb 19
Serverworks Co.,Ltd. (TSE:4434) signed a contract to acquire unknown stake in WingArc1st Inc. for ¥600 million. Serverworks Co.,Ltd. (TSE:4434) signed a contract to acquire unknown stake in WingArc1st Inc. for ¥600 million on February 18, 2021. Board of Directors of Serverworks approved the transaction. Announcement • Feb 04
Serverworks Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 14, 2021 Serverworks Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 14, 2021 Is New 90 Day High Low • Jan 27
New 90-day high: JP¥6,050 The company is up 10.0% from its price of JP¥5,510 on 29 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 11% over the same period. Reported Earnings • Jan 17
Third quarter 2021 earnings released: EPS JP¥5.95 The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues were improved. Third quarter 2021 results: Revenue: JP¥1.91b (up 14% from 3Q 2020). Net income: JP¥86.0m (flat on 3Q 2020). Profit margin: 4.5% (down from 5.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Reported Earnings • Jan 15
Third quarter 2021 earnings released: EPS JP¥5.95 The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues were improved. Third quarter 2021 results: Revenue: JP¥1.91b (up 14% from 3Q 2020). Net income: JP¥86.0m (flat on 3Q 2020). Profit margin: 4.5% (down from 5.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥4,810, the stock is trading at a trailing P/E ratio of 72.5x, up from the previous P/E ratio of 62.8x. This compares to an average P/E of 29x in the IT industry in Japan. Total returns to shareholders over the past year are 8.1%. Valuation Update With 7 Day Price Move • Jan 12
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥4,895, the stock is trading at a trailing P/E ratio of 73.8x, up from the previous P/E ratio of 62.5x. This compares to an average P/E of 29x in the IT industry in Japan. Total returns to shareholders over the past year are 9.8%. Is New 90 Day High Low • Dec 22
New 90-day low: JP¥4,095 The company is down 39% from its price of JP¥6,690 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 IT industry, which is up 1.0% over the same period. Is New 90 Day High Low • Dec 07
New 90-day low: JP¥4,420 The company is down 37% from its price of JP¥7,060 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 9.0% over the same period. Announcement • Aug 09
Serverworks Co.,Ltd. to Report Q2, 2021 Results on Oct 15, 2020 Serverworks Co.,Ltd. announced that they will report Q2, 2021 results on Oct 15, 2020