SMS Co., Ltd.

SMS Co., Ltd.

2175.T
SMS Co., Ltd.JP flagTokyo Stock Exchange
2,237.00
JPY
-31.00
- -
183.61BMarket Cap
SMS Co., Ltd.
2175.T
(Tokyo Stock Exchange)

Recent

price

2,237.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
FRC
96.2
105.78
123.28
146.55
184.51
235.09
277.73
306.52
354.7
403.75
412.93
446.44
524.01
619.64
714.39
785.19
307.55
Revenue per Share
11.06
12.23
14.86
16.79
22.36
27.93
33.74
38.71
48.5
54.69
55.12
62.07
73.51
82.97
70.96
-173.65
35.41
Basic EPS, GAAP
12.97
10.36
10.88
13.87
28.88
16.54
36.59
44.81
48.42
45.8
54.36
89.59
64.14
69.58
20.34
59.32
- -
Free Cash Flow per Basic Share
0.62
1.24
1.48
2.01
2.5
3.49
3.48
5.51
6.41
7.4
8.41
9.74
10.5
15.01
20.34
29.36
- -
Dividend per Share
37.62
47.35
60.54
75.59
92.56
116.5
166.43
192.5
197.61
245.02
291.91
344.41
407.41
478.3
538.92
354.68
505.99
Book Value per Share
24.66
33.83
50.84
61.33
59.73
-174.4
-42.47
-12.23
-86.79
-38.38
15.44
81.11
135.69
185.04
193.11
236.68
167.36
Tangible Book Value per Share
79
82
83
82
82
81
83
87
87
87
87
87
87
87
85
82
86
Basic Weighted Avg Shares
7,618
8,692
10,181
12,046
15,056
19,069
23,054
26,611
30,836
35,140
35,960
38,899
45,667
53,973
60,952
64,735
26,499
Sales/Revenue/Turnover
19.44
17.49
15.43
14.37
13.81
14.46
15.82
15.11
15.38
14.04
15.21
16.24
15.94
15.32
10.4
10.48
13.47
Operating Margin (%)
365
469
503
467
607
983
1,516
1,706
1,868
2,020
2,185
2,482
2,896
3,456
3,813
4,619
- -
Depreciation Expense
876
1,005
1,227
1,380
1,824
2,266
2,801
3,361
4,216
4,760
4,800
5,408
6,406
7,227
6,054
-14,317
3,051
Net Income, GAAP
41.3
42.1
36.92
38.36
35.15
32.63
30.04
28.65
24.25
25.33
25.8
29.82
27.16
25.81
26.45
- -
23.22
Effective Tax Rate (%)
11.5
11.56
12.05
11.46
12.12
11.88
12.15
12.63
13.67
13.55
13.35
13.9
14.03
13.39
9.93
-22.12
11.51
Profit Margin (%)
1,519
2,250
3,173
3,243
2,969
-13,739
6,325
7,359
8,232
9,271
9,343
11,616
14,537
16,450
14,674
13,827
14,325
Working Capital
- -
- -
- -
- -
- -
45
10,210
9,690
17,632
15,404
10,925
8,239
6,274
4,372
2,524
1,215
3,403
LT Debt
3,242
4,137
5,154
6,075
6,923
13,158
21,582
23,641
15,538
19,398
22,658
29,990
38,419
44,283
47,317
26,723
45,524
Total Equity
27.03
20.92
19.34
17.43
18.63
9.04
7.54
8.13
9.85
9.8
10.75
11.15
11.63
12.07
8.44
- -
5.14
Return on Invested Capital (%)
34.19
29.2
27.44
24.69
26.24
10.56
8.41
10.55
12.37
12.62
12.44
13.78
15.33
15.83
12
- -
6.48
Return on Capital (%)
34.23
29.26
27.6
24.62
26.5
26.65
24.08
22.02
24.88
24.72
20.54
19.51
19.56
18.73
13.82
-38.07
7.42
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Mar'24
Jun'25
Sep'25
ST Debt
2,061
- -
2,032
LT Borrowings
4,251
- -
3,301
LT Finance Leases
121
- -
102
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
87
- -
85
Market Capitalization
225,557
175,942
185,808

Working Capital

FRC

in mil. unless spec.
Mar'24
Jun'25
Sep'25
Total Current Assets
37,775
- -
38,347
Cash, Cash Equivalents & STI
18,236
- -
16,551
Accounts Receivable, Net
8,228
- -
8,344
Inventories
38
- -
98
Total Current Liabilities
21,325
- -
24,022
Payables & Accruals
- -
- -
- -
ST Debt
2,061
- -
2,032
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
12%
7.81%
-43.52%
Free Cash Flow
33.16%
31.09%
181.9%
Net Income, GAAP
-22.6%
-61.76%
-336.49%
Sales/Revenue/Turnover
13.14%
12.58%
6.21%
Total Cash Common Dividend
25.23%
27.78%
39.54%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
15,194
12,280
11,883
14,616
53,973
2025
- -
- -
- -
- -
60,952
2026
- -
- -
- -
- -
64,735

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
38.88
- -
- -
- -
82.97
2025
- -
- -
- -
- -
70.96
2026
- -
- -
- -
- -
-173.65

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
15.01
2025
- -
- -
- -
- -
20.34
2026
- -
- -
- -
- -
29.36
Business
SMS Co., Ltd. is a Japan-based company primarily engaged in providing information infrastructure and services addressing the aging society's needs within nursing care, medical care, career, healthcare, and elderly care sectors. The company develops and operates diverse digital solutions including recruiting services for medical and elderly/disability care professionals, management support platforms for elderly and disability care operators (Kaipoke), marketing support for medical-related companies, clinical decision support systems, and domestic and cross-border recruitment services for healthcare professionals. Core product offerings include career services in medical and elderly care, management platforms such as Kaipoke for operational support in elderly and disability care, and new business developments focusing on healthcare and senior life domains. SMS Co., Ltd. operates mainly in Japan with a strategic focus on growth areas like Elderly Care Career, Kaipoke, and Overseas businesses as emerging pillars of its portfolio. The company has demonstrated consistent growth in sales and profits, supported by expanding memberships and increased adoption of supplementary services like factoring, tablets, and smartphones. Its latest structural changes include a transition to a new management team with Masaki Takahata appointed as President and CEO effective January 2026. The company remains on track for its 22nd consecutive year of sales growth with a forecast of net sales at ¥67.5 billion and operating profit growth of 15% for fiscal year 2026. SMS Co., Ltd. actively pursued strategic development in new healthcare and senior life businesses alongside ongoing expansion of its core offerings. Founded in 2003 and headquartered in Tokyo, Japan, SMS Co., Ltd. targets healthcare institutions, nursing care operators, elderly and disability care professionals, and medical companies. Its ecosystem supports operators with services from insurance claims to administrative and operational management, intending to improve labor shortages, management efficiency, and quality of life for aging populations. Recent developments include the introduction of the revamped "PROJECT RIN" business support system for disability welfare services, expanded M&A matching business, and enhanced service add-ons. SMS continues advancing digital transformation in healthcare through clinical and career recruitment services while supporting overseas marketing and clinical decision initiatives. The company distinctly addresses critical societal issues related to aging through its integrated business segments: Career, Elderly/Disability Care Operators, Healthcare, and Senior Life. It provides comprehensive solutions that span recruitment, operational management, and service enhancements used by thousands of care offices and companies. The company's dedication to innovation in these sectors has reinforced its reputation as a vital information infrastructure provider in Japan’s healthcare and social service markets. SMS Co., Ltd. remains committed to strategic growth and innovation as evidenced by its consistent financial performance and leadership renewal, alongside efforts to broaden its business portfolio to meet evolving market demands and societal challenges related to demographic change in Japan.