Buy Or Sell Opportunity • Jun 26
Now 22% undervalued The stock has been flat over the last 90 days, currently trading at JP¥1,928. The fair value is estimated to be JP¥2,464, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 16% in the next 2 years. Upcoming Dividend • May 21
Upcoming dividend of JP¥62.50 per share Eligible shareholders must have bought the stock before 28 May 2026. Payment date: 18 August 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.2%). Announcement • May 09
Weathernews Inc. to Report Fiscal Year 2026 Results on Jul 09, 2026 Weathernews Inc. announced that they will report fiscal year 2026 results on Jul 09, 2026 Reported Earnings • Apr 07
Third quarter 2026 earnings released Third quarter 2026 results: Revenue: JP¥6.13b (up 5.4% from 3Q 2025). Net income: JP¥1.13b (up 11% from 3Q 2025). Profit margin: 19% (in line with 3Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Professional Services industry in Japan. Declared Dividend • Jan 27
First half dividend of JP¥45.00 announced Shareholders will receive a dividend of JP¥45.00. Ex-date: 28th May 2026 Payment date: 18th August 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.9% over the next year, which should provide support to the dividend and adequate earnings cover. New Risk • Dec 29
New minor risk - Dividend sustainability The dividend is not well covered by earnings. Payout ratio: 0% Dividend yield: 2.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • Dec 27
Second quarter 2026 earnings released: EPS: JP¥43.52 (vs JP¥38.61 in 2Q 2025) Second quarter 2026 results: EPS: JP¥43.52 (up from JP¥38.61 in 2Q 2025). Revenue: JP¥6.13b (up 6.3% from 2Q 2025). Net income: JP¥966.0m (up 13% from 2Q 2025). Profit margin: 16% (up from 15% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Dec 10
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to JP¥3,795. The fair value is estimated to be JP¥4,773, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 7.3% in a year. Earnings are forecast to grow by 2.5% in the next year. Upcoming Dividend • Nov 20
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 27 November 2025. Payment date: 27 January 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.3%). Reported Earnings • Oct 09
First quarter 2026 earnings released: EPS: JP¥30.32 (vs JP¥12.66 in 1Q 2025) First quarter 2026 results: EPS: JP¥30.32 (up from JP¥12.66 in 1Q 2025). Revenue: JP¥6.01b (up 2.8% from 1Q 2025). Net income: JP¥672.0m (up 140% from 1Q 2025). Profit margin: 11% (up from 4.8% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year. Declared Dividend • Sep 08
Final dividend of JP¥45.00 announced Shareholders will receive a dividend of JP¥45.00. Ex-date: 27th November 2025 Payment date: 27th January 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jul 08
Full year 2025 earnings released: EPS: JP¥141 (vs JP¥110 in FY 2024) Full year 2025 results: EPS: JP¥141 (up from JP¥110 in FY 2024). Revenue: JP¥23.5b (up 5.7% from FY 2024). Net income: JP¥3.12b (up 28% from FY 2024). Profit margin: 13% (up from 11% 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 8% per year whereas the company’s share price has increased by 5% per year. Announcement • Jul 07
Weathernews Inc., Annual General Meeting, Aug 16, 2025 Weathernews Inc., Annual General Meeting, Aug 16, 2025. Announcement • May 27
Weathernews Inc. to Report Fiscal Year 2025 Results on Jul 07, 2025 Weathernews Inc. announced that they will report fiscal year 2025 results on Jul 07, 2025 Upcoming Dividend • May 22
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 29 May 2025. Payment date: 19 August 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.1%). Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥3,495, the stock trades at a trailing P/E ratio of 27.2x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 4.0% over the past three years. Reported Earnings • Apr 08
Third quarter 2025 earnings released: EPS: JP¥46.10 (vs JP¥33.09 in 3Q 2024) Third quarter 2025 results: EPS: JP¥46.10 (up from JP¥33.09 in 3Q 2024). Revenue: JP¥5.82b (up 5.7% from 3Q 2024). Net income: JP¥1.02b (up 40% from 3Q 2024). Profit margin: 18% (up from 13% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Feb 04
Weathernews Inc. to Report Q3, 2025 Results on Apr 07, 2025 Weathernews Inc. announced that they will report Q3, 2025 results on Apr 07, 2025 Declared Dividend • Jan 28
First half dividend of JP¥35.00 announced Shareholders will receive a dividend of JP¥35.00. Ex-date: 29th May 2025 Payment date: 19th August 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Jan 16
Weathernews Inc. Announces Dividend for the End of Second Quarter of Fiscal Year Ending May 31, 2025, Payable on January 27, 2025 Weathernews Inc. announced dividend of JPY 70.00 per share for the end of Second quarter of fiscal year ending May 31, 2025 compared to JPY 60.00 per share a year ago. Scheduled date to commence dividend payments: January 27, 2025. Valuation Update With 7 Day Price Move • Jan 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥3,870, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 15x in the Professional Services industry in Japan. Negligible returns to shareholders over past three years. New Risk • Dec 30
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 7.7% 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. Reported Earnings • Dec 28
Second quarter 2025 earnings released: EPS: JP¥45,711 (vs JP¥26.68 in 2Q 2024) Second quarter 2025 results: EPS: JP¥45,711 (up from JP¥26.68 in 2Q 2024). Revenue: JP¥5.77b (up 3.5% from 2Q 2024). Net income: JP¥854.4m (up 45% from 2Q 2024). Profit margin: 15% (up from 11% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Upcoming Dividend • Nov 21
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 28 November 2024. Payment date: 27 January 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.9%). Announcement • Nov 13
Weathernews Inc. to Report Q2, 2025 Results on Dec 27, 2024 Weathernews Inc. announced that they will report Q2, 2025 results on Dec 27, 2024 New Risk • Nov 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 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Oct 11
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥6,580, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total loss to shareholders of 11% over the past three years. Reported Earnings • Oct 06
First quarter 2025 earnings released: EPS: JP¥25.31 (vs JP¥38.82 in 1Q 2024) First quarter 2025 results: EPS: JP¥25.31 (down from JP¥38.82 in 1Q 2024). Revenue: JP¥5.84b (up 4.7% from 1Q 2024). Net income: JP¥279.6m (down 35% from 1Q 2024). Profit margin: 4.8% (down from 7.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Declared Dividend • Sep 19
Final dividend of JP¥65.00 announced Shareholders will receive a dividend of JP¥65.00. Ex-date: 28th November 2024 Payment date: 27th January 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Aug 28
Weathernews Inc. to Report Q1, 2025 Results on Oct 04, 2024 Weathernews Inc. announced that they will report Q1, 2025 results on Oct 04, 2024 Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥5,720, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 8.7% over the past three years. Reported Earnings • Jul 10
Full year 2024 earnings released: EPS: JP¥221 (vs JP¥218 in FY 2023) Full year 2024 results: EPS: JP¥221 (up from JP¥218 in FY 2023). Revenue: JP¥22.2b (up 5.3% from FY 2023). Net income: JP¥2.44b (up 1.6% from FY 2023). Profit margin: 11% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Jul 09
Weathernews Inc., Annual General Meeting, Aug 17, 2024 Weathernews Inc., Annual General Meeting, Aug 17, 2024. Buy Or Sell Opportunity • Jul 01
Now 21% overvalued Over the last 90 days, the stock has fallen 7.1% to JP¥4,665. The fair value is estimated to be JP¥3,861, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 9.6%. Buy Or Sell Opportunity • Jun 25
Now 21% overvalued Over the last 90 days, the stock has fallen 8.2% to JP¥4,665. The fair value is estimated to be JP¥3,857, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 9.6%. Upcoming Dividend • May 23
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 30 May 2024. Payment date: 21 August 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.0%). Announcement • May 12
Weathernews Inc. to Report Fiscal Year 2024 Results on Jul 08, 2024 Weathernews Inc. announced that they will report fiscal year 2024 results on Jul 08, 2024 Buy Or Sell Opportunity • May 07
Now 20% overvalued Over the last 90 days, the stock has fallen 7.9% to JP¥4,705. The fair value is estimated to be JP¥3,910, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 9.6%. Reported Earnings • Apr 07
Third quarter 2024 earnings released: EPS: JP¥66.19 (vs JP¥79.92 in 3Q 2023) Third quarter 2024 results: EPS: JP¥66.19 (down from JP¥79.92 in 3Q 2023). Revenue: JP¥5.51b (up 3.6% from 3Q 2023). Net income: JP¥731.0m (down 17% from 3Q 2023). Profit margin: 13% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • Feb 21
Weathernews Inc. Announces CEO Changes, Effective June 1, 2024 Weathernews Inc. announced the following resolution by its Representative Directors at the Board of Directors Meeting held on February 19, 2024. The company appointed Chihito Kusabiraki (March 18, 1965) as Representative Director, Chairman from President and Representative Director, President and Executive Officer, CEO of the company with effect from June 1, 2024; Tomohiro Ishibashi (March 28, 1975) as President and Representative Director, President and Executive Officer, CEO, June 1, 2024. Career summary of new CEO: Tomohiro Ishibashi (March 28, 1975), April 1998 Joined Hewlett-Packard Japan Ltd., October 2000 Joined the Company, August 2003 MOBILE Service Group Leader, December 2006 Director, WITH STATION Inc., November 2007 Representative Director, WITH STATION Inc., August 2008 Director of the Company (in charge of overall BtoS business), May 2012 Director (in charge of sales in the United States), May 2014 Director (in charge of BtoS business sales), August 2016 Executive Officer (in charge of Mobile/Internet Planning), June 2020 Executive Officer (in charge of Public Relations), August 2020 Managing Director, July 2021 Director and Managing Officer, July 2022 Director and Senior Managing Officer, June 2023 Director and Executive Vice President (to present). Announcement • Feb 01
Weathernews Inc. to Report Q3, 2024 Results on Apr 05, 2024 Weathernews Inc. announced that they will report Q3, 2024 results on Apr 05, 2024 Announcement • Jan 22
Weathernews Inc. Provides Dividend Guidance for the Fiscal Year Ending May 31, 2024 Weathernews Inc. provided dividend guidance for the fiscal year ending May 31, 2024. For the year, the company expects to pay dividend of JPY 60.00 per share against JPY 60.00 per share paid a year ago. Reported Earnings • Dec 29
Second quarter 2024 earnings released: EPS: JP¥53.45 (vs JP¥50.11 in 2Q 2023) Second quarter 2024 results: EPS: JP¥53.45 (up from JP¥50.11 in 2Q 2023). Revenue: JP¥5.57b (up 5.9% from 2Q 2023). Net income: JP¥589.7m (up 6.8% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Dec 28
Weathernews Inc. Announces Dividend for Second Quarter of Fiscal Year Ending March 31, 2024, Payable on January 25, 2024 Weathernews Inc. announced dividend of JPY 60.00 per share for second quarter of fiscal year ending March 31, 2024 compared to JPY 50.00 per share paid a year ago. Scheduled date to commence dividend payments: January 25, 2024. Upcoming Dividend • Nov 22
Upcoming dividend of JP¥60.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 29 November 2023. Payment date: 25 January 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%). Announcement • Oct 29
Weathernews Inc. to Report Q2, 2024 Results on Dec 28, 2023 Weathernews Inc. announced that they will report Q2, 2024 results on Dec 28, 2023 Reported Earnings • Oct 07
First quarter 2024 earnings released: EPS: JP¥38.82 (vs JP¥33.54 in 1Q 2023) First quarter 2024 results: EPS: JP¥38.82 (up from JP¥33.54 in 1Q 2023). Revenue: JP¥5.58b (up 6.8% from 1Q 2023). Net income: JP¥428.0m (up 16% from 1Q 2023). Profit margin: 7.7% (up from 7.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • Aug 03
Weathernews Inc. to Report Q1, 2024 Results on Oct 06, 2023 Weathernews Inc. announced that they will report Q1, 2024 results on Oct 06, 2023 Reported Earnings • Jul 07
Full year 2023 earnings released: EPS: JP¥218 (vs JP¥196 in FY 2022) Full year 2023 results: EPS: JP¥218 (up from JP¥196 in FY 2022). Revenue: JP¥21.1b (up 7.5% from FY 2022). Net income: JP¥2.40b (up 11% from FY 2022). Profit margin: 11% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 28
Weathernews Inc. to Report Fiscal Year 2023 Results on Jul 06, 2023 Weathernews Inc. announced that they will report fiscal year 2023 results on Jul 06, 2023 Upcoming Dividend • May 23
Upcoming dividend of JP¥50.00 per share at 1.4% yield Eligible shareholders must have bought the stock before 30 May 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%). Reported Earnings • Apr 07
Third quarter 2023 earnings released: EPS: JP¥80.07 (vs JP¥67.82 in 3Q 2022) Third quarter 2023 results: EPS: JP¥80.07 (up from JP¥67.82 in 3Q 2022). Revenue: JP¥5.32b (up 10.0% from 3Q 2022). Net income: JP¥881.9m (up 18% from 3Q 2022). Profit margin: 17% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 29
Weathernews Inc. to Report Q3, 2023 Results on Apr 06, 2023 Weathernews Inc. announced that they will report Q3, 2023 results on Apr 06, 2023 Reported Earnings • Dec 30
Second quarter 2023 earnings released: EPS: JP¥50.10 (vs JP¥34.21 in 2Q 2022) Second quarter 2023 results: EPS: JP¥50.10 (up from JP¥34.21 in 2Q 2022). Revenue: JP¥5.26b (up 7.6% from 2Q 2022). Net income: JP¥552.0m (up 47% from 2Q 2022). Profit margin: 11% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Nov 22
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 29 November 2022. Payment date: 26 January 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.3%). Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent External Director Yukihiro Akimoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Oct 31
Weathernews Inc. to Report Q2, 2023 Results on Dec 28, 2022 Weathernews Inc. announced that they will report Q2, 2023 results on Dec 28, 2022 Reported Earnings • Oct 06
First quarter 2023 earnings released: EPS: JP¥33.54 (vs JP¥32.35 in 1Q 2022) First quarter 2023 results: EPS: JP¥33.54 (up from JP¥32.35 in 1Q 2022). Revenue: JP¥5.23b (up 4.8% from 1Q 2022). Net income: JP¥369.0m (up 3.9% from 1Q 2022). Profit margin: 7.1% (in line with 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Professional Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 31
Weathernews Inc. to Report Q1, 2023 Results on Oct 05, 2022 Weathernews Inc. announced that they will report Q1, 2023 results on Oct 05, 2022 Reported Earnings • Jul 02
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: JP¥196 (up from JP¥170 in FY 2021). Revenue: JP¥19.7b (up 4.3% from FY 2021). Net income: JP¥2.16b (up 16% from FY 2021). Profit margin: 11% (up from 9.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 8.4%, compared to a 13% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jul 01
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥7,070, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 21x in the Professional Services industry in Japan. Total returns to shareholders of 129% over the past three years. Announcement • Jun 30
Weathernews Inc., Annual General Meeting, Aug 11, 2022 Weathernews Inc., Annual General Meeting, Aug 11, 2022. Upcoming Dividend • May 23
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 30 May 2022. Payment date: 16 August 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.0%). Announcement • May 18
Weathernews Inc. to Report Fiscal Year 2022 Results on Jun 30, 2022 Weathernews Inc. announced that they will report fiscal year 2022 results on Jun 30, 2022 Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent External Director Yukihiro Akimoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 08
Third quarter 2022 earnings: EPS exceeds analyst expectations Third quarter 2022 results: EPS: JP¥67.83 (up from JP¥57.40 in 3Q 2021). Revenue: JP¥4.84b (up 4.1% from 3Q 2021). Net income: JP¥746.0m (up 18% from 3Q 2021). Profit margin: 15% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 7.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.