Open Up Group Inc. AI Stock Analysis
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Open Up Group Inc. (2154) AI Stock Analysis
Open Up Group Inc.
(TSE/TYO:2154)
The score is anchored by solid fundamentals: low leverage, mid-teens ROE and near-complete conversion of profit into free cash flow give the company substantial financial flexibility. An undemanding 14.7x P/E paired with a 4.25% dividend yield adds valuation and income support, while low beta suggests relatively defensive characteristics. Offsetting these strengths are an 11% revenue decline in FY2026 and the cyclical nature of staffing demand, alongside near-term technical softness (negative MACD, price just under its 20- and 50-day averages) even as the share price holds above its longer-term moving averages.
Open Up Group Inc. (2154) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 172.13B
- Dividend Yield
- 4.20%
- Average Volume (3M)
- 158.31K
- Price to Earnings (P/E)
- 14.9
- Beta (1Y)
- 0.63
- Revenue Growth
- -6.75%
- EPS Growth
- -9.22%
- Country
- Japan
- Employees
- 26,862
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Staffing & Employment Services
Open Up Group Inc. Business Overview & Revenue Model
Company Description
Based in Tokyo, Japan, and established in 1959, BeNext-Yumeshin Group Co. is a comprehensive provider of human resource and technical services for the technology and manufacturing sectors, operating both domestically and internationally. The company'...
Open Up Group Inc. Financial Statement Overview
Summary
Open Up Group combines a conservatively financed balance sheet (debt-to-equity of about 0.13, equity funding roughly 63% of assets, ROE near 14.7%) with excellent cash generation — TTM free cash flow of ¥19.0B equal to about 99% of net income, confirming high-quality, cash-backed earnings. The income statement is the weaker link: revenue fell roughly 11% in FY2026 to ¥167.5B from the prior year's peak and net income slipped about 6% to ¥11.8B, though gross, operating and net margins all expanded meaningfully (operating margin from 7.0% to 9.8%), showing improving cost discipline. Cyclical staffing demand and soft top-line momentum are the main risks, cushioned by ample balance sheet capacity.
Income Statement
71PositiveBalance Sheet
83Very PositiveCash Flow
80Positive| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 168.55B | 167.48B | 187.95B | 173.22B | 150.70B | 148.57B |
| Gross Profit | 46.35B | 46.24B | 45.11B | 40.02B | 34.79B | 31.54B |
| EBITDA | 18.66B | 18.75B | 18.76B | 16.87B | 14.87B | 13.43B |
| Net Income | 11.53B | 11.83B | 12.56B | 11.77B | 9.53B | 6.97B |
Balance Sheet | ||||||
| Total Assets | 124.23B | 129.40B | 122.70B | 116.57B | 101.49B | 96.52B |
| Cash, Cash Equivalents and Short-Term Investments | 18.78B | 23.19B | 20.35B | 21.51B | 16.08B | 12.40B |
| Total Debt | 10.01B | 9.98B | 7.66B | 3.92B | 7.05B | 4.17B |
| Total Liabilities | 45.71B | 49.10B | 43.83B | 43.22B | 36.47B | 33.17B |
| Stockholders Equity | 78.45B | 80.23B | 78.83B | 73.20B | 64.96B | 63.31B |
Cash Flow | ||||||
| Free Cash Flow | 19.01B | 17.59B | 13.39B | 18.60B | 15.17B | 15.06B |
| Operating Cash Flow | 19.25B | 17.88B | 14.16B | 19.18B | 15.60B | 15.50B |
| Investing Cash Flow | -3.53B | -2.81B | -5.92B | -5.03B | 611.00M | -2.16B |
| Financing Cash Flow | -13.64B | -12.28B | -9.32B | -8.89B | -12.67B | -22.05B |
Open Up Group Inc. Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2154, the sentiment is Positive. The current price of 2026.00 is above the 20-day moving average (MA) of 2019.70, above the 50-day MA of 2007.90, and above the 200-day MA of 1887.29, indicating a bullish trend. The MACD of -2.96 indicates Positive momentum. The RSI at 52.27 is Neutral, neither overbought nor oversold. The STOCH value of 38.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2154.
Open Up Group Inc. Peers Comparison
Overall Rating
JP:974490.5Outperform
JP:212490Outperform
JP:218180Outperform- JP:215475Outperform
JP:609874Outperform
JP:216844Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:9744 | 91Outperform | JPY 252.27B | 21.60 | 25.95% | 5.80% | 1.85% | -16.73% |
| JP:2124 | 90Outperform | JPY 191.35B | 20.47 | ― | 4.73% | 11.62% | 9.03% |
| JP:2181 | 80Outperform | JPY 668.96B | 15.07 | 19.59% | 4.25% | 10.70% | 11.53% |
| JP:2154 | 75Outperform | JPY 181.36B | 14.93 | ― | 4.20% | -6.75% | -9.22% |
| JP:6098 | 74Outperform | JPY 24.34T | 37.19 | 39.14% | 0.15% | 13.83% | 57.86% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
| JP:2168 | 44Neutral | JPY 56.85B | -24.74 | -1.80% | 0.99% | 0.31% | 70.47% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:2154 | Open Up Group Inc. | 2026.00 | 335.38 | 19.84% | |
| JP:9744 | Meitec Corporation | 3293.00 | 113.10 | 3.56% | |
| JP:2168 | Pasona Group | 1510.00 | -285.92 | -15.92% | |
| JP:6098 | Recruit Holdings Co | 17560.00 | 9599.60 | 120.59% | |
| JP:2181 | PERSOL HOLDINGS CO | 294.40 | 33.15 | 12.69% | |
| JP:2124 | JAC Recruitment Co., Ltd. | 1163.00 | 149.16 | 14.71% |
Open Up Group Inc. Corporate Events
Open Up Group Reports Revenue Growth Amid Profit Declines
Open Up Group Inc. reported revenue of ¥42.23 billion for the three months ended September 30, 2026, up 2.6% year on year. Operating profit fell 11.3% to ¥3.655 billion, while profit before tax declined 11.8% to ¥3.683 billion and profit attributable...
Open Up Group’s A Credit Rating Affirmed, Supporting Financing Strategy
Open Up Group Inc. announced that Japan Credit Rating Agency has maintained the company’s long-term issuer rating at A with a stable outlook. The affirmation applies both to the overall issuer rating and to its Series 1 unsecured bonds, underscoring...
Open Up Group Sees Higher Engineer Utilization Despite Mixed Headcount Trends
Open Up Group Inc. reported that its total number of domestic engineers at the end of September 2026 stood at 24,221, a slight month-on-month increase, while the overall utilization rate edged up to 94.6%, marking an improvement both sequentially and...
Open Up Group Revises Executive Lineup, Confirms Dual Leadership Structure
Open Up Group Inc. has revised its previously announced leadership changes following approvals at its 22nd Annual General Meeting of Shareholders and a subsequent board resolution. The update clarifies that Yutaka Nishida will remain Chairman and Rep...
Open Up Group Reports Solid Engineer Utilization Amid Ongoing Business Transformation
Open Up Group reported stable operational metrics for August 2026, highlighting a modest month-on-month increase in overall engineer utilization to 94.3% and a slight reduction in total engineer headcount. Year-on-year, the number of engineers was br...
Open Up Group to Grant Restricted Stock to Directors via Treasury Share Disposal
Open Up Group Inc. has approved the disposal of 29,100 treasury shares as restricted stock compensation for three internal directors, with a disposal price of 2,024 yen per share and a total value of 58.9 million yen. The move continues the firm’s es...
Open Up Group Posts Steady Utilization Gains Across Engineer Workforce
Open Up Group Inc. reported domestic engineer utilization and headcount figures for the end of July 2026, highlighting modest month-on-month and year-on-year improvements in overall utilization despite a slight decline in total engineer numbers. The...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Nov 13, 2026