Ceres (3696) Stock Overview
Offers mobile and financial services in Japan and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
3696 Community Fair Values
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Ceres Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥1,788.00 |
| 52 Week High | JP¥2,850.00 |
| 52 Week Low | JP¥1,393.00 |
| Beta | 1.19 |
| 1 Month Change | -6.58% |
| 3 Month Change | 12.88% |
| 1 Year Change | -25.16% |
| 3 Year Change | 80.42% |
| 5 Year Change | -46.86% |
| Change since IPO | 32.15% |
Recent News & Updates
An unexpected beneficiary of improving profitability at Japan’s leading financial institutions
Q1 FY12/26 results update The Point segment was an unexpected beneficiary of Japan's financial services re-rating — The end of negative interest rates and the new NISA have structurally elevated customer acquisition budgets among banks, brokerages, and card issuers, with affiliate channels, such as Moppy, emerging as an area that saw increased advertising spend. The Point segment saw record revenue and gross profit in Q1, which is expected to moderate QoQ due to seasonality.Proven business incubator in transition
Initiating coverage A serial incubator of digital businesses, trading at a material discount – Ceres has a demonstrated track record of building businesses from scratch and crystallizing value at attractive returns. The Company incubated D2C from ¥10mn to ¥4.9bn in revenue, grew labol's GMV approximately 70x in four years, and generated a post-tax MOIC of 6.6x and ~31% IRR on the YUMEMI investment over eight years.Recent updates
An unexpected beneficiary of improving profitability at Japan’s leading financial institutions
Q1 FY12/26 results update The Point segment was an unexpected beneficiary of Japan's financial services re-rating — The end of negative interest rates and the new NISA have structurally elevated customer acquisition budgets among banks, brokerages, and card issuers, with affiliate channels, such as Moppy, emerging as an area that saw increased advertising spend. The Point segment saw record revenue and gross profit in Q1, which is expected to moderate QoQ due to seasonality.Proven business incubator in transition
Initiating coverage A serial incubator of digital businesses, trading at a material discount – Ceres has a demonstrated track record of building businesses from scratch and crystallizing value at attractive returns. The Company incubated D2C from ¥10mn to ¥4.9bn in revenue, grew labol's GMV approximately 70x in four years, and generated a post-tax MOIC of 6.6x and ~31% IRR on the YUMEMI investment over eight years.Ceres' (TSE:3696) Shareholders Will Receive A Bigger Dividend Than Last Year
Ceres Inc.'s ( TSE:3696 ) periodic dividend will be increasing on the 26th of March to ¥80.00, with investors receiving...Here's Why Ceres (TSE:3696) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Ceres' (TSE:3696) Earnings Are Weaker Than They Seem
Despite posting some strong earnings, the market for Ceres Inc.'s ( TSE:3696 ) stock hasn't moved much. Our analysis...Earnings Not Telling The Story For Ceres Inc. (TSE:3696) After Shares Rise 29%
Those holding Ceres Inc. ( TSE:3696 ) shares would be relieved that the share price has rebounded 29% in the last...Ceres Inc.'s (TSE:3696) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatio
To the annoyance of some shareholders, Ceres Inc. ( TSE:3696 ) shares are down a considerable 28% in the last month...Ceres (TSE:3696) Is Looking To Continue Growing Its Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...We Think Ceres' (TSE:3696) Robust Earnings Are Conservative
Investors were underwhelmed by the solid earnings posted by Ceres Inc. ( TSE:3696 ) recently. We did some digging and...These 4 Measures Indicate That Ceres (TSE:3696) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Subdued Growth No Barrier To Ceres Inc. (TSE:3696) With Shares Advancing 31%
Despite an already strong run, Ceres Inc. ( TSE:3696 ) shares have been powering on, with a gain of 31% in the last...Returns On Capital At Ceres (TSE:3696) Have Hit The Brakes
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Subdued Growth No Barrier To Ceres Inc. (TSE:3696) With Shares Advancing 51%
Despite an already strong run, Ceres Inc. ( TSE:3696 ) shares have been powering on, with a gain of 51% in the last...Ceres (TSE:3696) Is Due To Pay A Dividend Of ¥20.00
Ceres Inc. ( TSE:3696 ) has announced that it will pay a dividend of ¥20.00 per share on the 27th of March. Including...With A 26% Price Drop For Ceres Inc. (TSE:3696) You'll Still Get What You Pay For
To the annoyance of some shareholders, Ceres Inc. ( TSE:3696 ) shares are down a considerable 26% in the last month...Ceres' (TSE:3696) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Ceres Inc.'s (TSE:3696) 33% Share Price Surge Not Quite Adding Up
Ceres Inc. ( TSE:3696 ) shareholders have had their patience rewarded with a 33% share price jump in the last month...Returns On Capital At Ceres (TSE:3696) Paint A Concerning Picture
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Ceres' (TSE:3696) Earnings May Just Be The Starting Point
Even though Ceres Inc.'s ( TSE:3696 ) recent earnings release was robust, the market didn't seem to notice. Investors...Revenues Tell The Story For Ceres Inc. (TSE:3696) As Its Stock Soars 42%
Ceres Inc. ( TSE:3696 ) shares have continued their recent momentum with a 42% gain in the last month alone. Looking...Shareholder Returns
| 3696 | JP Media | JP Market | |
|---|---|---|---|
| 7D | 1.1% | -2.1% | 4.2% |
| 1Y | -25.2% | -0.6% | 44.4% |
Return vs Industry: 3696 underperformed the JP Media industry which returned -0.6% over the past year.
Return vs Market: 3696 underperformed the JP Market which returned 44.4% over the past year.
Price Volatility
| 3696 volatility | |
|---|---|
| 3696 Average Weekly Movement | 9.2% |
| Media Industry Average Movement | 4.7% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in JP Market | 9.4% |
| 10% least volatile stocks in JP Market | 2.4% |
Stable Share Price: 3696's share price has been volatile over the past 3 months compared to the JP market.
Volatility Over Time: 3696's weekly volatility (9%) has been stable over the past year, but is still higher than 75% of JP stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | 351 | Satoshi Takagi | ceres-inc.jp |
Ceres Inc. offers mobile and financial services in Japan and internationally. It offers its services through Points, where the company operates Moppy that is a service giving points to exchange for cash or electronic money; AD TRACK, an ASP that connects advertisements related to advertisers products and services with affiliate media; D2C business for developing, manufacturing, and selling products in-house; and DX business for supporting business, business transformation, and customer contact point reform.
Ceres Inc. Fundamentals Summary
| 3696 fundamental statistics | |
|---|---|
| Market cap | JP¥21.81b |
| Earnings (TTM) | JP¥3.55b |
| Revenue (TTM) | JP¥31.50b |
Is 3696 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 3696 income statement (TTM) | |
|---|---|
| Revenue | JP¥31.50b |
| Cost of Revenue | JP¥17.34b |
| Gross Profit | JP¥14.15b |
| Other Expenses | JP¥10.60b |
| Earnings | JP¥3.55b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 300.14 |
| Gross Margin | 44.93% |
| Net Profit Margin | 11.26% |
| Debt/Equity Ratio | 87.0% |
How did 3696 perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/16 16:05 |
| End of Day Share Price | 2026/06/16 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Ceres Inc. is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Astris Advisory Japan, K.K. |
| Masanori Kadoya | Marusan Securities Co. Ltd. |