JACCS CO., LTD. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 5,680 JPY | +0.18% |
|
+2.71% | +9.44% |
| Feb. 08 | JACCS Posts Marginal Rise in Nine-Month Profit | MT |
| Feb. 07 | JACCS Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024 | CI |
Valuation
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 61,190 | 63,243 | 78,490 | 106,692 | 152,205 | 197,092 | - | - |
| Enterprise Value (EV) 1 | 1,757,887 | 2,096,322 | 2,261,925 | 2,459,731 | 2,741,089 | 197,092 | 197,092 | 197,092 |
| P/E ratio | 6.85 x | 5.88 x | 6.66 x | 5.82 x | 7.03 x | 8.4 x | 8.09 x | 7.51 x |
| Yield | 4.49% | 5.18% | 4.63% | 5.19% | 4.33% | 3.7% | 4.14% | 4.49% |
| Capitalization / Revenue | 0.42 x | 0.4 x | 0.49 x | 0.65 x | 0.88 x | 1.06 x | 1.02 x | 0.98 x |
| EV / Revenue | 0.42 x | 0.4 x | 0.49 x | 0.65 x | 0.88 x | 1.06 x | 1.02 x | 0.98 x |
| EV / EBITDA | - | - | - | - | - | - | - | - |
| EV / FCF | -189,435 x | -194,642 x | -511,315 x | -658,793 x | -673,983 x | - | - | - |
| FCF Yield | -0% | -0% | -0% | -0% | -0% | - | - | - |
| Price to Book | 0.41 x | 0.4 x | 0.46 x | 0.57 x | 0.75 x | 0.87 x | 0.82 x | 0.77 x |
| Nbr of stocks (in thousands) | 34,338 | 34,484 | 34,592 | 34,640 | 34,671 | 34,699 | - | - |
| Reference price 2 | 1,782 | 1,834 | 2,269 | 3,080 | 4,390 | 5,680 | 5,680 | 5,680 |
| Announcement Date | 5/15/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/12/23 | - | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 145,836 | 158,610 | 160,650 | 164,070 | 173,506 | 185,200 | 192,650 | 201,800 |
| EBITDA | - | - | - | - | - | - | - | - |
| EBIT 1 | 14,370 | 16,506 | 16,326 | 26,743 | 31,678 | 33,700 | 35,450 | 38,150 |
| Operating Margin | 9.85% | 10.41% | 10.16% | 16.3% | 18.26% | 18.2% | 18.4% | 18.9% |
| Earnings before Tax (EBT) 1 | 13,781 | 16,406 | 16,275 | 26,855 | 32,054 | 34,500 | 35,500 | 38,150 |
| Net income 1 | 8,955 | 10,732 | 11,778 | 18,316 | 21,651 | 23,450 | 24,350 | 26,250 |
| Net margin | 6.14% | 6.77% | 7.33% | 11.16% | 12.48% | 12.66% | 12.64% | 13.01% |
| EPS 2 | 260.1 | 311.6 | 340.7 | 529.0 | 624.6 | 675.8 | 701.8 | 756.6 |
| Free Cash Flow | -323,020 | -324,932 | -153,511 | -161,955 | -225,833 | - | - | - |
| FCF margin | -221.5% | -204.86% | -95.56% | -98.71% | -130.16% | - | - | - |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | 80.00 | 95.00 | 105.0 | 160.0 | 190.0 | 210.0 | 235.0 | 255.0 |
| Announcement Date | 5/15/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/12/23 | - | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2020 S1 | 2021 S1 | 2022 S1 | 2022 Q3 | 2023 Q1 | 2023 S1 | 2023 Q3 | 2024 Q1 | 2024 S1 | 2024 Q3 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 77,683 | 79,988 | 81,780 | 41,084 | 42,355 | 85,297 | 44,146 | 46,662 | 92,208 | 46,968 |
| EBITDA | - | - | - | - | - | - | - | - | - | - |
| EBIT 1 | 8,777 | 5,332 | 13,937 | 8,163 | 8,942 | 16,385 | 9,828 | 11,154 | 18,419 | 8,718 |
| Operating Margin | 11.3% | 6.67% | 17.04% | 19.87% | 21.11% | 19.21% | 22.26% | 23.9% | 19.98% | 18.56% |
| Earnings before Tax (EBT) 1 | 8,661 | 5,394 | 14,144 | 8,195 | 8,953 | 16,408 | 10,115 | 11,338 | 18,531 | 8,777 |
| Net income 1 | 5,644 | 4,708 | 9,708 | 5,576 | 6,055 | 11,108 | 7,017 | 7,655 | 12,310 | 5,848 |
| Net margin | 7.27% | 5.89% | 11.87% | 13.57% | 14.3% | 13.02% | 15.89% | 16.41% | 13.35% | 12.45% |
| EPS 2 | 164.1 | 136.3 | 280.5 | 161.0 | 174.8 | 320.5 | 202.4 | 220.7 | 354.9 | 168.5 |
| Dividend per Share | 45.00 | 45.00 | 75.00 | - | - | 95.00 | - | - | 100.0 | - |
| Announcement Date | 11/7/19 | 11/5/20 | 11/4/21 | 2/3/22 | 8/4/22 | 11/4/22 | 2/2/23 | 8/4/23 | 11/7/23 | 2/6/24 |
1JPY in Million2JPY
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | 1,696,697 | 2,033,079 | 2,183,435 | 2,353,039 | 2,588,884 | - | - | - |
| Net Cash position | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow | -323,020 | -324,932 | -153,511 | -161,955 | -225,833 | - | - | - |
| ROE (net income / shareholders' equity) | 6% | 7% | 7.2% | 10.3% | 11.1% | 10.7% | 10.5% | 10.6% |
| ROA (Net income/ Total Assets) | 0.32% | 0.37% | 0.38% | 0.58% | 0.76% | 0.6% | 0.6% | 0.65% |
| Assets 1 | 2,792,068 | 2,906,275 | 3,109,867 | 3,184,339 | 2,863,927 | 3,908,333 | 4,058,333 | 4,038,462 |
| Book Value Per Share 2 | 4,389 | 4,544 | 4,911 | 5,386 | 5,884 | 6,525 | 6,915 | 7,421 |
| Cash Flow per Share | 543.0 | 577.0 | 616.0 | 830.0 | 919.0 | - | - | - |
| Capex | 13,130 | 16,459 | 12,397 | 9,932 | 11,833 | - | - | - |
| Capex / Sales | 9% | 10.38% | 7.72% | 6.05% | 6.82% | - | - | - |
| Announcement Date | 5/15/19 | 5/14/20 | 5/13/21 | 5/12/22 | 5/12/23 | - | - | - |
1JPY in Million2JPY
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
D+
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
2
Last Close Price
5,680
JPY
Average target price
6,150
JPY
Spread / Average Target
+8.27%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +9.44% | 1.26B | |
| -5.52% | 50.55B | |
| -4.20% | 30.74B | |
| +61.84% | 28.97B | |
| +22.03% | 23.48B | |
| +15.42% | 17.95B | |
| -5.26% | 11.79B | |
| +24.19% | 11.22B | |
| +16.55% | 8.17B | |
| -31.76% | 7.44B |
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- Financials JACCS Co., Ltd.
