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3772TSE Standard

Wealth Management,Inc.

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Recent & upcoming events

Aug 7
Earnings 2:00
Q1 earnings announcement (scheduled)
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Jun 23
Shareholder meeting 21:00
Shareholders' meeting
Venue: 赤坂インターシティAIR ４階、東京都港区赤坂1-8-1 Details
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May 12
Earnings 2:00
FY earnings announcement (scheduled)
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Sep 27
Est.
Dividend Time TBD
Last day with rights (interim)
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Sep 28
Est.
Ex-dividend Time TBD
Ex-rights date (interim)
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Oct 30
Est.
Earnings 2:00 approx.
Q2 earnings
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2027
Jan 29
Est.
Earnings 1:00 approx.
Q3 earnings
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Mar 28
Est.
Dividend Time TBD
Last day with rights (year-end)
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Mar 29
Est.
Ex-dividend Time TBD
Ex-rights date (year-end)
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Apr 23
Est.
Earnings 2:00 approx.
Full-year earnings
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Jul 23
Est.
Earnings 2:00 approx.
Q1 earnings
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KPI highlights

FY26
Revenue ¥15.11B YoY -17.5%
Operating income ¥-108M margin -0.7%
Net income ¥-1.18B YoY -206.8%
EPS ¥-61 YoY -206.7%
P/E —
ROE -6.4% Equity ratio 20% Typical equity ratios vary a lot by industry. Banks, brokerages, and other financial companies tend to run lower ratios because leverage (using other people's capital) is core to their business model — a low ratio there isn't a sign of financial weakness.

Company guidance

FY2027/03 Company-issued full-year guidance (from earnings report) / %=vs prior FY
Revenue ¥21.00B +39.0%
Operating income — —
Net income ¥1.80B —
EPS ¥94 —

Quarterly fundamentals

Income & cash flow
Quarter FY23 Q1FY23 Q2FY23 Q3FY23 Q4FY24 Q1FY25 Q2
Revenue ¥12.42B¥1.59B¥1.53B¥2.00B¥23.50B—
Operating income ¥5.51B¥-355M¥-350M¥-212M¥3.95B—
Net income ¥3.91B¥-445M¥-471M¥-310M¥3.05B—
Operating CF ——————

Ownership over time

Share of total shares outstanding (disclosed major holdings + undisclosed)（2021–2026）

国内機関 28.5%個人 14.5%その他 18.8%未開示 37.7%202120222023202420252026
創業家事業法人国内機関海外機関個人その他未開示・浮動株

「国内機関」は信託銀行の名義口座（年金・パッシブ・一部海外資本を含む）を集計し、実質保有者へは分解していません。分類は開示名称からの推定です。

Top shareholders — rank & share

株式会社第一ライフグループ（旧会社名 28.5%株式会社第一ライフグループ（旧会社名　第一生命ホールディングス株式会社）赤坂社中有限責任事業組合 17.5%赤坂社中有限責任事業組合千野　和俊 8.4%千野　和俊目時　伴雄 2.6%目時　伴雄202120222023202420252026

Top shareholders — actual figures (as of 2026)

Holder Shares held Ratio Source
株式会社第一ライフグループ（旧会社名 第一生命ホールディングス株式会社） 5,459,200 28.5% Yuho (EDINET)
赤坂社中有限責任事業組合 3,356,400 17.5% Yuho (EDINET)
千野 和俊 1,610,300 8.4% Yuho (EDINET)
目時 伴雄 505,000 2.6% Yuho (EDINET)
小島 秀明 270,800 1.4% Yuho (EDINET)
麻布社中有限責任事業組合 248,000 1.3% Yuho (EDINET)
三原 大介 142,100 0.7% Yuho (EDINET)
奥山 泰 140,800 0.7% Yuho (EDINET)
今田 昭博 116,200 0.6% Yuho (EDINET)
野村證券株式会社 104,933 0.6% Yuho (EDINET)

Source：EDINET（大株主の状況）　Classification inferred from disclosed names

F-Score (Piotroski)

1/9

Checks financial health against 9 criteria and shows how many are met as a fraction (more ✓ marks is healthier). Items with no data are shown as “—” — they're simply excluded from judgment, not counted against the score.

✗ Positive ROA ROA -1.3%
✗ Positive operating cash flow ¥-25.20B
✗ ROA improved YoY 1.8% → -1.3%
✗ Operating CF exceeds net income (accrual quality) OCF ¥-25.20B / net income ¥-1.18B
✗ Equity ratio improved* Substitute for the original “decrease in long-term debt” 31.2% → 19.8%
✗ Current ratio improved 7.42× → 2.33×
✓ No dilution (shares outstanding did not increase) 19,179,800 → 19,179,800
✗ Gross margin improved 31.9% → 20.0%
✗ Asset turnover improved 0.29× → 0.17×

This score is reference information based on our own financial metrics. It is NOT a credit rating issued by a credit rating agency under Article 66-27 of the Financial Instruments and Exchange Act, and is NOT investment advice or a recommendation. Make investment decisions at your own responsibility.

Fact checklist

FY26
Equity ratio 19.8%
Current ratio 2.3×
Years of positive operating CF 5 of last 10 yrs
Payout ratio —
Latest fiscal year result Loss (net loss ¥1.18B)

Performance history

Last 10 years
0億円73億円145億円218億円290億円 FY17FY18FY19FY20FY21FY22FY23FY24FY25FY26

Income & assets

Unit: ¥100M
Item FY17FY18FY19FY20FY21FY22FY23FY24FY25FY26
Revenue 17.746.030.513253.1290148286183151
Operating income 2.5316.57.4527.1-6.9156.838.130.325.2-1.08
Ordinary income 10.915.59.5737.3-8.2853.239.326.410.5-20.6
Net income 9.9211.926.824.3-10.635.137.318.211.0-11.8
Total assets 122119113249258394499552621893
Equity 25.937.472.596.886.3109158185194177

Indicators & cash flow

*Split-adjustedUnit: ¥100M
Item FY17FY18FY19FY20FY21FY22FY23FY24FY25FY26
EPS ¥60¥72¥162¥146¥-62¥206¥214¥97¥58¥-61
ROE 46.9%37.7%53.2%32.3%-13.0%38.0%28.0%10.6%5.8%-6.4%
Operating CF 7.5416.313.3-89.2-37.2193-32.670.3-30.8-252
Investing CF -94.48.4149.4-19.8-3.16-45.9-3.15-4.57-38.5-54.5
Financing CF 84.9-15.5-51.912818.6-11265.9-12.319.2259
FCF -86.924.762.6-109-40.4147-35.765.7-69.3-307

Source: EDINET (Annual Securities Report) (fetched 2026-08-29) *Some metrics supplemented from additional sources

Sector positioning

Relative standing within the sector
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Data provided by Twelve Data