Komori
Members (2130) · TargetAdvanced

Securing profitability above the cost of capital with a target consolidated ROE of 25%

First written in FY2020. 3 of 9 entries say "Advanced", first in FY2022. Latest entry: 2026-06-19.

9entries
7years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020AdvancedFY2022OtherFY2023WorsenedFY2024OtherFY20252020: 120202021: 020212022: 120222023: 120232024: 120242025: 120252026: 42026
Same theme, other companies
Enhancing Capital Efficiency and Shareholder Returns with an Awareness of Cost of Capital and Share PriceA theme 106 companies write about · 1 as a headwind · 106 as a tailwind

The whole theme swung hardest in 2020: 1 of 12 companies on the "Worse" side.

42 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 106 companies compared. The sentences above are computed from all 106.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-19AdvancedBusiness Plan

    「In the fiscal year ending March 2026, we escaped the low utilization rates of the previous 2 fiscal years, and profitability improved through the shift into high-value-added DX areas. ROE exceeded the cost of shareholders' equity, approximately 8%, and recovered to the level of the fiscal year ended March 2023.」

    ROE recovered to 19.5%, exceeding the cost of shareholders' equity. The medium- to long-term target of ROE of 25% or more remains unchanged.
  2. FY2026AdvancedAnnual report

    「Return on equity attributable to owners of the parent (%) 26.7 16.5 2.1 6.0 19.5」

    Against a consolidated ROE target of 25%, return on equity attributable to owners of the parent recovered from 6.0% in the previous period to 19.5%, but remained below the target level.
  3. FY2025ROE recovery but below targetAnnual report

    「Return on equity (%) 2.1 6.0」

    Return on equity attributable to owners of the parent recovered from 2.1% in the previous period to 6.0%, but remained below the consolidated ROE target of 25%.
  4. FY2024WorsenedAnnual report

    「Return on equity attributable to owners of the parent (%) 22.9 20.5 26.7 16.5 2.1」

    Against a consolidated ROE target of 25%, return on equity attributable to owners of the parent declined from 16.5% in the previous period to 2.1%, well below the target level.
  5. FY2023ROE below target and decliningAnnual report

    「Return on equity attributable to owners of the parent (%) 19.7 22.9 20.5 26.7 16.5」

    Against a consolidated ROE target of 25%, return on equity attributable to owners of the parent declined from 26.7% in the previous period to 16.5%, below the target level.
  6. FY2022AdvancedAnnual report

    「Return on equity attributable to owners of the parent (%) 20.5 26.7」

    Against a consolidated ROE target of 25%, return on equity attributable to owners of the parent was 26.7% for the current period, up from 20.5% in the previous period.
  7. FY2020First statedAnnual report

    「The consolidated ROE is calculated based on profits generated by businesses managed using business ROE metrics, together with cash and cash equivalents held under the appropriate cash and cash equivalents metric, and is targeted at 25%.」

    The Company newly set consolidated ROE of 25% as a management metric for profitability exceeding the cost of capital.
Moved together

"Recruiting and Developing Web Talent through Regional and Global Hiring" moved the same way as this thread, in the same document, in 3 of its 9 moves.

333222★123456
  1. ★This thread
  2. 1Recruiting and Developing Web Talent through Regional and Global Hiring3×
  3. 2Profit returns targeting a consolidated payout ratio of approximately 20%3×
  4. 3Expanding Social Creators, Social Touchpoints, Employees and Operating Profit through VISION20303×
  5. 4Sales Growth and Significant Increase in Operating Profit2×
  6. 5Transition to a model with 25% growth in value-added sales and a 10% operating margin2×
  7. 6Maintaining Liquidity, Securing Funding and a Sound Balance Sheet2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Members's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Business Plan of 2026-06-19: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Securing profitability above the cost of capital with a target consolidated ROE of 25% | Members Co.,Ltd. (2130) | Komori