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3633.T — Tokyo Stock Exchange Online Services

3633.T

¥1 569,00
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JPY
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Mcap
8,1B JPY
P/E
—
EV / Rev
—
Div yield
3,54 %
Op margin
8,5 %
ROE
31,4 %
Net margin
8,0 %
Debt / equity
0,31
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
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Open
—
Next earnings
—
Ex-dividend
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TR 1Y
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About

The company provides online services, primarily generating revenue through software and IT services.

Business. The company provides online services, primarily generating revenue through software and IT services.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryOnline Services
Generated · model-assisted
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
Upcoming events
— missing data
See all catalysts →

At a glance

Score→
100
composite score
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership
—
not yet wired
Profitability→
31,4 %
return on equity
Quality→
57
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 3633.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services———

    Developing storylines

    No tracked sagas currently linked to 3633.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score100 / 100
    Composite score 0-100 · Data quality 0,57
    Data quality0,57 / 1.00

    Synthesis

    Business

    The company provides online services, primarily generating revenue through software and IT services.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustryOnline Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥2.2 billion, representing 22.4% of total assets. Its liquidity FPT score indicates a low risk of liquidity stress, supported by a current ratio of 1.18 and a debt-to-equity ratio of 0.31.

    Profitability metrics show a return on equity (ROE) of 31.39%, which is significantly higher than the industry median for online services. The company's operating margin of 8.5% and net margin of 8.0% also outperform the sector average, indicating efficient cost management and strong pricing power.

    Geographically, the company's revenue is concentrated in Japan, with no material international operations disclosed. Segment-wise, the company operates as a single business unit, with no material diversification across product lines or customer bases. This concentration increases exposure to domestic economic conditions and regulatory changes.

    The company's growth trajectory is stable, with revenue of ¥10.96 billion in the latest period. Analysts expect revenue to remain relatively flat, with a mean estimate of ¥10.92 billion. The company's forward-looking guidance suggests a conservative approach to expansion, with capital expenditures of -¥177.37 million in the latest period.

    Risk factors include low liquidity and dilution risk, with no immediate filing-based flags detected. The company's low debt-to-equity ratio and strong cash position reduce financial leverage risk. However, the lack of diversification in revenue sources and geographic exposure could limit resilience during economic downturns.

    Recent events include the release of the latest financial results, which showed a net income of ¥878.44 million. The company's earnings exceeded analyst estimates, with actual EPS of ¥168.68 compared to a mean estimate of ¥143.40. No material regulatory or litigation events were disclosed in the latest filings.

    Key takeaways
    • The company maintains a strong liquidity position with a current ratio of 1.18 and a debt-to-equity ratio of 0.31.
    • Profitability metrics, including a 31.39% ROE, outperform industry medians for online services.
    • Revenue is concentrated in Japan, with no material international operations disclosed.
    • Analysts expect revenue to remain relatively flat, with a mean estimate of ¥10.92 billion.
    • The company's low liquidity and dilution risk, combined with strong cash reserves, reduce financial leverage risk.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 569,00
    Market cap
    ¥8.72B
    Enterprise valueⓘ
    ¥7.37B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    5.1x
    P / Bⓘ
    3.1x
    P / Tangible bookⓘ
    3.1x
    Tangible book
    ¥2.80B
    Net cashⓘ
    ¥1.35B
    Current ratioⓘ
    1.2
    Debt / equityⓘ
    0.3
    ROAⓘ
    7.8%
    ROEⓘ
    31.4%
    Cash conversionⓘ
    164.0%
    CapEx / revenueⓘ
    -1.6%
    SBC / revenueⓘ
    —
    Dilution ratioⓘ
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    143,40
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    —
    Other metrics
    Revenue
    —
    no estimate
    Segment revenue
    —
    no estimate
    Margin
    —
    no estimate
    Segment margin
    —
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPS—no estimate—no estimate143,40
    Revenue—no estimate—no estimate10,9B JPY
    Operating income—no estimate—no estimate—no estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    +17,6 %
    reported vs consensus · beat
    Revenue surprise
    +0,4 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin8,5 %Above median
    Net Margin8,0 %Above median
    ROE31,4 %Best in class
    Capex / Rev-1,6 %Above median
    D/E0,31Below median
    Cash Conv1,64Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 3633.T Market data — financials · 2026-05-26
    • GMO Pepabo Inc Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3633.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage