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4323.T Tokyo Stock Exchange Software

4323.T

¥1 599,00
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JPY
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Mcap
39,5B JPY
P/E
EV / Rev
Div yield
2,35 %
Op margin
10,8 %
ROE
16,6 %
Net margin
8,3 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company provides software solutions and IT services, generating revenue primarily through the sale and licensing of its software products and related services.

Business. 4323.T is a software company operating within the Technology sector, specifically focused on software development and services. The firm utilizes a subscription-based revenue model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. Detailed information regarding the company's operating segments, headquarters location, and specific primary listing exchange is not available in the provided data. Consequently, the business is described at the industry level without specific geographic or segmental breakdowns.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustrySoftware
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
97
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
16,6 %
return on equity
Quality
58
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 4323.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,1 %+0,7 %+2,5 %
    Energy+1,1 %+5,5 %+1,5 %
    Health Care+0,6 %−0,4 %+1,0 %
    Consumer Discretionary+0,4 %+5,7 %+0,8 %
    Information Technology · THIS SECTOR−0,3 %+4,8 %+0,1 %
    Financials−0,5 %−3,5 %−0,1 %
    Real Estate−0,7 %+10,8 %−0,3 %
    Consumer Staples−0,8 %+4,5 %−0,4 %
    Utilities−1,5 %−21,2 %−1,1 %
    Industrials−1,7 %−2,4 %−1,3 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 4323.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-06-25 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-06-25 · SE
    • 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
    • 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 score97 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    4323.T is a software company operating within the Technology sector, specifically focused on software development and services. The firm utilizes a subscription-based revenue model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. Detailed information regarding the company's operating segments, headquarters location, and specific primary listing exchange is not available in the provided data. Consequently, the business is described at the industry level without specific geographic or segmental breakdowns.

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

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥7.11 billion, representing 31.0% of total assets. Its liquidity FPT (free cash flow to total liabilities) is robust, with free cash flow of ¥1.88 billion and total liabilities of ¥8.15 billion, resulting in a liquidity buffer of 23.1%. The current ratio of 2.75 further supports its ability to meet short-term obligations.

    Profitability metrics indicate a healthy performance, with a return on equity (ROE) of 16.55% and a return on assets (ROA) of 10.67%. These figures exceed the typical thresholds for the software industry, which often sees ROE in the 10-15% range and ROA in the 5-10% range. The company's operating margin of 10.81% (operating income of ¥3.18 billion on revenue of ¥29.32 billion) is also in line with or above industry medians.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic breakdown. This lack of diversification may expose the company to higher operational and market risks, particularly in the event of a downturn in its primary market or customer base.

    Looking ahead, the company is projected to maintain a stable growth trajectory, with no significant changes in revenue expected in the next fiscal year. Historical revenue growth has been steady, and the company's current market capitalization of ¥40.64 billion reflects a price-to-earnings ratio of 16.63, which is in line with industry averages.

    Risk factors remain low, with no immediate filing-based liquidity or dilution flags detected. The company's debt-to-equity ratio of 0.02 indicates a conservative capital structure, and the absence of long-term debt further reduces financial risk. Additionally, the company has not issued any new shares in the recent period, and there are no indications of near-term dilution pressure.

    Recent events include the latest financial filing, which reported a net income of ¥2.44 billion and a revenue of ¥29.32 billion. The company's earnings per share (EPS) of ¥99.24 align with analyst estimates, suggesting that the company is meeting or slightly exceeding market expectations.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.75 and a liquidity buffer of 23.1%.
    • Profitability is robust, with ROE of 16.55% and ROA of 10.67%, both above industry medians.
    • The company's revenue is concentrated in a single business segment, which may increase operational risk.
    • The company is projected to maintain stable growth with no significant changes in revenue expected in the next fiscal year.
    • Risk factors remain low, with a conservative capital structure and no immediate dilution or liquidity flags.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 599,00
    Market cap
    ¥40.64B
    Enterprise value
    ¥33.76B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    19.2x
    P / B
    2.8x
    P / Tangible book
    2.8x
    Tangible book
    ¥14.76B
    Net cash
    ¥6.88B
    Current ratio
    2.8
    Debt / equity
    0.0
    ROA
    10.7%
    ROE
    16.6%
    Cash conversion
    72.0%
    CapEx / revenue
    -1.0%
    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

    Forward curve

    — missing data

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    — missing data

    Benchmarks vs cohort

    Op Margin10,8 %Above median
    Net Margin8,3 %Above median
    ROE16,6 %Above P75
    Capex / Rev-1,0 %Above median
    D/E0,02Above median
    Cash Conv0,72Below 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
    • 4323.T Market data — financials · 2026-05-26
    • Japan System Techniques Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    4323.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.
    Relationship graph
    4323MSFTCRMNOWSoftware
    This companyPeerSector

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-06-25 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage