Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥550, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 17x in the Software industry in Japan. Total loss to shareholders of 18% over the past three years. Announcement • Mar 13
POPER Co.,Ltd. (TSE:5134) announces an Equity Buyback for 80,000 shares, representing 2.03% for ¥40 million. POPER Co.,Ltd. (TSE:5134) announces a share repurchase program. Under the program, the company will repurchase up to 80,000 shares, representing 2.03% of its issued share capital, for ¥40 million. The purpose of the program is increasing shareholder returns and implement a flexible capital policy. The company will use the treasury stock secured through this acquisition for incentive measures aimed at increasing our corporate value over the medium to long term, such as allocating it to future stock options. The program is valid till September 30, 2026. As of March 12, 2026, the company had 3,944,478 issued shares excluding treasury shares. Reported Earnings • Mar 13
First quarter 2026 earnings released: EPS: JP¥7.61 (vs JP¥12.99 in 1Q 2025) First quarter 2026 results: EPS: JP¥7.61 (down from JP¥12.99 in 1Q 2025). Revenue: JP¥349.0m (up 1.5% from 1Q 2025). Net income: JP¥30.0m (down 41% from 1Q 2025). Profit margin: 8.6% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Reported Earnings • Dec 16
Full year 2025 earnings released: EPS: JP¥35.06 (vs JP¥21.16 in FY 2024) Full year 2025 results: EPS: JP¥35.06 (up from JP¥21.16 in FY 2024). Revenue: JP¥1.39b (up 30% from FY 2024). Net income: JP¥138.0m (up 66% from FY 2024). Profit margin: 9.9% (up from 7.7% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Dec 15
Now 32% undervalued after recent price drop Over the last 90 days, the stock has fallen 49% to JP¥573. The fair value is estimated to be JP¥839, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. New Risk • Dec 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 8.1% 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 (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.65b market cap, or US$17.0m). Valuation Update With 7 Day Price Move • Dec 12
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥673, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 19x in the Software industry in Japan. Total loss to shareholders of 6.9% over the past three years. Announcement • Dec 11
POPER Co.,Ltd., Annual General Meeting, Jan 28, 2026 POPER Co.,Ltd., Annual General Meeting, Jan 28, 2026. Buy Or Sell Opportunity • Oct 08
Now 22% overvalued Over the last 90 days, the stock has fallen 16% to JP¥1,000. The fair value is estimated to be JP¥821, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. Announcement • Oct 07
POPER Co.,Ltd. to Report Fiscal Year 2025 Results on Dec 11, 2025 POPER Co.,Ltd. announced that they will report fiscal year 2025 results on Dec 11, 2025 Reported Earnings • Sep 13
Third quarter 2025 earnings released: EPS: JP¥9.39 (vs JP¥0.51 in 3Q 2024) Third quarter 2025 results: EPS: JP¥9.39 (up from JP¥0.51 in 3Q 2024). Revenue: JP¥341.0m (up 20% from 3Q 2024). Net income: JP¥37.0m (up JP¥35.0m from 3Q 2024). Profit margin: 11% (up from 0.7% in 3Q 2024). The increase in margin was driven by higher revenue. Announcement • Jul 02
POPER Co.,Ltd. to Report Q3, 2025 Results on Sep 11, 2025 POPER Co.,Ltd. announced that they will report Q3, 2025 results on Sep 11, 2025 Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to JP¥1,479, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 21x in the Software industry in Japan. Total returns to shareholders of 143% over the past year. Reported Earnings • Jun 14
Second quarter 2025 earnings released: EPS: JP¥21.60 (vs JP¥1.28 in 2Q 2024) Second quarter 2025 results: EPS: JP¥21.60 (up from JP¥1.28 in 2Q 2024). Revenue: JP¥347.0m (up 45% from 2Q 2024). Net income: JP¥85.0m (up JP¥80.0m from 2Q 2024). Profit margin: 25% (up from 2.1% in 2Q 2024). The increase in margin was driven by higher revenue. New Risk • May 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 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¥3.66b market cap, or US$24.8m). Announcement • Apr 17
POPER Co.,Ltd. to Report Q2, 2025 Results on Jun 12, 2025 POPER Co.,Ltd. announced that they will report Q2, 2025 results on Jun 12, 2025 Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥885, the stock trades at a trailing P/E ratio of 27.3x. Average trailing P/E is 19x in the Software industry in Japan. Total returns to shareholders of 33% over the past year. Reported Earnings • Mar 14
First quarter 2025 earnings released: EPS: JP¥12.99 (vs JP¥1.79 in 1Q 2024) First quarter 2025 results: EPS: JP¥12.99 (up from JP¥1.79 in 1Q 2024). Revenue: JP¥344.0m (up 49% from 1Q 2024). Net income: JP¥51.0m (up JP¥44.0m from 1Q 2024). Profit margin: 15% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. New Risk • Mar 11
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥3.09b market cap, or US$21.0m). Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥757, the stock trades at a trailing P/E ratio of 35.8x. Average trailing P/E is 20x in the Software industry in Japan. Total returns to shareholders of 22% over the past year. Announcement • Jan 03
POPER Co.,Ltd. to Report Q1, 2025 Results on Mar 13, 2025 POPER Co.,Ltd. announced that they will report Q1, 2025 results on Mar 13, 2025 Valuation Update With 7 Day Price Move • Dec 24
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥595, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 22x in the Software industry in Japan. Total returns to shareholders of 7.8% over the past year. New Risk • Dec 17
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 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (JP¥2.75b market cap, or US$17.8m). Reported Earnings • Dec 13
Full year 2024 earnings released: EPS: JP¥21.16 (vs JP¥6.74 in FY 2023) Full year 2024 results: EPS: JP¥21.16 (up from JP¥6.74 in FY 2023). Revenue: JP¥1.07b (up 29% from FY 2023). Net income: JP¥83.0m (up 219% from FY 2023). Profit margin: 7.7% (up from 3.1% in FY 2023). The increase in margin was driven by higher revenue. Announcement • Dec 12
POPER Co.,Ltd., Annual General Meeting, Jan 29, 2025 POPER Co.,Ltd., Annual General Meeting, Jan 29, 2025. Announcement • Oct 03
POPER Co.,Ltd. to Report Fiscal Year 2024 Results on Dec 12, 2024 POPER Co.,Ltd. announced that they will report fiscal year 2024 results on Dec 12, 2024 Reported Earnings • Sep 17
Third quarter 2024 earnings released: EPS: JP¥0.51 (vs JP¥1.29 loss in 3Q 2023) Third quarter 2024 results: EPS: JP¥0.51 (up from JP¥1.29 loss in 3Q 2023). Revenue: JP¥285.0m (up 41% from 3Q 2023). Net income: JP¥2.00m (up JP¥7.00m from 3Q 2023). Profit margin: 0.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. New Risk • Aug 05
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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥1.96b market cap, or US$13.8m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥500, the stock trades at a trailing P/E ratio of 78.4x. Average trailing P/E is 20x in the Software industry in Japan. Total loss to shareholders of 26% over the past year. Announcement • Jul 04
POPER Co.,Ltd. to Report Q3, 2024 Results on Sep 12, 2024 POPER Co.,Ltd. announced that they will report Q3, 2024 results on Sep 12, 2024 New Risk • Jun 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: 2.8% Last year net profit margin: 4.8% 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: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥2.44b market cap, or US$15.5m). Announcement • Apr 03
POPER Co.,Ltd. to Report Q2, 2024 Results on Jun 13, 2024 POPER Co.,Ltd. announced that they will report Q2, 2024 results on Jun 13, 2024 Reported Earnings • Mar 17
First quarter 2024 earnings released: EPS: JP¥1.79 (vs JP¥12.03 in 1Q 2023) First quarter 2024 results: EPS: JP¥1.79 (down from JP¥12.03 in 1Q 2023). Revenue: JP¥231.0m (up 24% from 1Q 2023). Net income: JP¥7.00m (down 84% from 1Q 2023). Profit margin: 3.0% (down from 23% in 1Q 2023). The decrease in margin was driven by higher expenses. Announcement • Jan 11
POPER Co.,Ltd. to Report Q1, 2024 Results on Mar 14, 2024 POPER Co.,Ltd. announced that they will report Q1, 2024 results on Mar 14, 2024 Announcement • Dec 16
POPER Co.,Ltd., Annual General Meeting, Jan 25, 2024 POPER Co.,Ltd., Annual General Meeting, Jan 25, 2024. Announcement • Oct 05
POPER Co.,Ltd. to Report Fiscal Year 2023 Results on Dec 14, 2023 POPER Co.,Ltd. announced that they will report fiscal year 2023 results on Dec 14, 2023 New Risk • Jul 31
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended October 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported October 2022 fiscal period end). Share price has been volatile over the past 3 months (6.6% average weekly change). Revenue is less than US$5m (JP¥665m revenue, or US$4.7m). Market cap is less than US$100m (JP¥2.62b market cap, or US$18.6m). Announcement • Jan 21
POPER Co.,Ltd. to Report Q1, 2023 Results on Mar 13, 2023 POPER Co.,Ltd. announced that they will report Q1, 2023 results on Mar 13, 2023 Announcement • Nov 16
POPER Co.,Ltd. has completed an IPO in the amount of ¥368.48 million. POPER Co.,Ltd. has completed an IPO in the amount of ¥368.48 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 526,400
Price\Range: ¥700
Transaction Features: Sponsor Backed Offering Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.