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4743.T Tokyo Stock Exchange IT Services & Consulting

4743.T

¥1 604,00
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JPY
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
42,4B JPY
P/E
EV / Rev
Div yield
3,21 %
Op margin
17,2 %
ROE
15,3 %
Net margin
14,2 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company provides IT services and consulting, generating revenue primarily through software development, system integration, and IT infrastructure management.

Business. 4743.T is a technology company operating in the IT Services & Consulting industry, primarily engaged in providing IT services. The firm generates revenue through a service-based model, with key performance indicators including bookings, utilization rates, and operating margins. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryIT Services & Consulting
ActivityIT 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
98
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
15,3 %
return on equity
Quality
58
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 4743.
  • 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 4743.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 score98 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    4743.T is a technology company operating in the IT Services & Consulting industry, primarily engaged in providing IT services. The firm generates revenue through a service-based model, with key performance indicators including bookings, utilization rates, and operating margins. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustryIT Services & Consulting
    ActivityIT Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 4.09 and cash and equivalents amounting to ¥5,037,547,000. The absence of long-term debt and a debt-to-equity ratio of 0.0 further reinforce its financial stability. The price-to-book ratio of 2.23 and price-to-tangible-book ratio of 2.23 suggest that the company is trading at a premium relative to its book value, which may reflect investor confidence in its intangible assets and future earnings potential.

    In terms of profitability, the company's return on equity (ROE) of 15.3% and return on assets (ROA) of 12.17% are strong indicators of efficient capital utilization and asset management. These figures are well above the typical thresholds for the IT Services & Consulting industry, suggesting that the company is outperforming its peers in generating returns for shareholders.

    The company's revenue is concentrated in IT services, with no disclosed geographic breakdown. However, the absence of long-term debt and the high current ratio indicate that the company is not overly reliant on external financing, which reduces its exposure to interest rate fluctuations and credit risk. The company's operating income of ¥3,531,227,000 and net income of ¥2,914,336,000 reflect a healthy margin structure, with a gross profit of ¥7,870,418,000 supporting its profitability.

    Looking ahead, the company is expected to maintain a stable growth trajectory, with analysts forecasting a mean revenue estimate of ¥24,200,000,000 for the upcoming period. This represents a significant increase from the last actual revenue of ¥20,552,000,000, indicating strong market confidence in the company's ability to expand its revenue base. The company's free cash flow of ¥1,048,249,000 and operating cash flow of ¥2,609,395,000 provide a solid foundation for reinvestment and shareholder returns.

    The company's risk profile is characterized by low liquidity and dilution risks, with no immediate filing-based flags detected. The absence of long-term debt and the high current ratio suggest that the company is well-positioned to meet its short-term obligations without the need for additional financing. The dilution risk is also low, as the number of shares outstanding remains unchanged between basic and diluted shares.

    Recent events, including the latest financial filings and analyst estimates, indicate that the company is performing in line with or slightly above expectations. The mean EPS estimate of ¥113.40 is slightly higher than the last actual EPS of ¥108.09, suggesting that the company is on track to meet or exceed analyst projections. The company's strong financial performance and low risk profile make it an attractive investment option for those seeking stable returns in the IT services sector.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 4.09 and no long-term debt.
    • The company's return on equity (15.3%) and return on assets (12.17%) are well above industry norms.
    • Analysts expect a significant increase in revenue, from ¥20,552,000,000 to ¥24,200,000,000.
    • The company's free cash flow and operating cash flow are robust, supporting reinvestment and shareholder returns.
    • The company's risk profile is low, with no immediate liquidity or dilution flags detected.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 604,00
    Market cap
    ¥42.45B
    Enterprise value
    ¥37.41B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    14.3x
    P / B
    2.2x
    P / Tangible book
    2.2x
    Tangible book
    ¥19.04B
    Net cash
    ¥5.04B
    Current ratio
    4.1
    Debt / equity
    0.0
    ROA
    12.2%
    ROE
    15.3%
    Cash conversion
    90.0%
    CapEx / revenue
    -2.2%
    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
    113,40
    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 2026-05-04 · 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
    EPSno estimateno estimate113,40
    Revenueno estimateno estimate24,2B JPY
    Operating incomeno estimateno estimateno 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
    −4,7 %
    reported vs consensus · miss
    Revenue surprise
    −15,1 %
    reported vs consensus · miss

    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 Margin17,2 %Above P75
    Net Margin14,2 %Above P75
    ROE15,3 %Above P75
    Capex / Rev-2,2 %Below median
    D/E0,00Above P75
    Cash Conv0,90Below 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
    • 4743.T Market data — financials · 2026-05-26
    • ITFor 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
    4743.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)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    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