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4443.T — Tokyo Stock Exchange IT Services & Consulting

Sansan Inc

¥1 476,00
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Mcap
186,9B JPY
P/E
—
EV / Rev
—
Div yield
0,00 %
Op margin
0,2 %
ROE
2,7 %
Net margin
1,0 %
Debt / equity
0,25
Beta
—
52w range
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Volume
—
Day range
—
Prev close
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Open
—
Next earnings
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Ex-dividend
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TR 1Y
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About

Sansan Inc provides IT services and consulting, primarily generating revenue through software solutions and related services.

Business. Sansan Inc (4443.T) is a technology company operating within the IT Services & Consulting industry, primarily engaged in providing IT services. The firm is headquartered in Japan and is listed on the Tokyo Stock Exchange under the ticker symbol 4443.T. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryIT Services & Consulting
ActivityIT Services
Generated · model-assisted
Sell-side consensus
BUY10 analysts
7 buy3 hold0 sell
Avg 12m price target2 115,00

Analyst recommendations

10 analysts · consensus Buy
Buy7
Hold3
Sell0
12-month price target
2 115,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score→
50
composite score
Valuation
—
valuation pending
Analysts→
Buy
10 analysts · indicative
Ownership
—
not yet wired
Profitability→
2,7 %
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 4443.

    • 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 4443.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 score50 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    Sansan Inc (4443.T) is a technology company operating within the IT Services & Consulting industry, primarily engaged in providing IT services. The firm is headquartered in Japan and is listed on the Tokyo Stock Exchange under the ticker symbol 4443.T. Specific details regarding its operating segments and geographic revenue mix are not available.

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

    Sansan Inc maintains a strong liquidity position, with cash and equivalents amounting to ¥31.17 billion, significantly exceeding its total liabilities of ¥32.06 billion. The company's liquidity ratio of 1.27 indicates a healthy short-term financial position, supported by a low debt-to-equity ratio of 0.25. However, the company reported negative free cash flow of ¥1.22 billion, primarily due to capital expenditures of ¥2.7 billion.

    In terms of profitability, Sansan Inc's return on equity (ROE) of 2.66% and return on assets (ROA) of 0.88% are below the industry median for IT Services & Consulting, which typically sees ROE and ROA in the range of 5-10% and 2-5%, respectively. The company's operating income of ¥78 million and net income of ¥423 million reflect modest profitability, with a gross profit margin of 86.6%.

    The company's revenue is concentrated in its core IT services and consulting business, with no disclosed geographic diversification. This concentration may pose a risk if demand for IT services in its primary markets declines. The company's revenue of ¥43.2 billion is derived from a single business segment, indicating a lack of diversification.

    Looking ahead, Sansan Inc is projected to experience a modest growth trajectory, with revenue expected to remain relatively stable. The company's current FY outlook does not indicate significant changes in revenue or profitability. Analysts have provided a mean price target of ¥2,115, suggesting a potential upside from the current market price of ¥1,530.

    The risk assessment for Sansan Inc indicates low liquidity and dilution risks. The company has no immediate filing-based liquidity or dilution flags, and its capital structure is relatively stable. However, the high price-to-earnings ratio of 458.05 and price-to-book ratio of 12.17 suggest that the company is currently overvalued relative to its earnings and book value.

    Recent events and filings do not indicate any significant changes in the company's financial or operational status. The company's financial snapshot and valuation metrics remain consistent with its historical performance, with no major deviations or anomalies reported.

    Key takeaways
    • Sansan Inc has a strong liquidity position with significant cash reserves.
    • The company's profitability metrics are below industry medians, indicating room for improvement.
    • Revenue is concentrated in a single business segment, posing diversification risks.
    • Analysts suggest a potential upside in the stock price, with a mean price target of ¥2,115.
    • The company is currently overvalued based on its high price-to-earnings and price-to-book ratios.
    • "margin_outlook_rationale": "The company's gross profit margin of 86.6% is high, but its operating and net margins are low, indicating potential inefficiencies in cost management.",

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 476,00
    Market cap
    ¥193.76B
    Enterprise valueⓘ
    ¥166.62B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    17.3x
    P / Bⓘ
    12.2x
    P / Tangible bookⓘ
    12.2x
    Tangible book
    ¥15.92B
    Net cashⓘ
    ¥27.14B
    Current ratioⓘ
    1.3
    Debt / equityⓘ
    0.2
    ROAⓘ
    0.9%
    ROEⓘ
    2.7%
    Cash conversionⓘ
    2281.0%
    CapEx / revenueⓘ
    -6.2%
    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
    46,46
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    10
    Other metrics
    Revenue
    —
    no estimate
    Segment revenue
    —
    no estimate
    Margin
    —
    no estimate
    Segment margin
    —
    no estimate
    as of 2026-05-24 · 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 estimate46,46
    Revenue—no estimate—no estimate53,6B 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

    Consensus distribution

    sell-side coverage
    Recommendation distribution10 analysts
    Strong buy2
    Buy5
    Hold3
    Sell0
    Strong sell0
    12-month price target¥2 115,00 · Median ¥2 000,00
    Low ¥1 200,00High ¥3 000,00
    EPS surprise
    −92,8 %
    reported vs consensus · miss
    Revenue surprise
    −19,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥1 200,00
    Mean¥2 115,00
    Median¥2 000,00
    High¥3 000,00
    Spot¥1 476,00
    +43.3 %implied to mean12-month sell-side price targets · ▲ spot

    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 Margin0,2 %Below median
    Net Margin1,0 %Below median
    ROE2,7 %Below median
    Capex / Rev-6,2 %Below median
    D/E0,25Below median
    Cash Conv22,81Best in class

    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
    • Sansan Inc Market data — financials · 2026-05-26
    • Sansan Inc Market data — analyst estimates · 2026-05-26
    • Sansan Inc Market data — ESG · 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
    4443.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full 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