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Dawn Corporation (JP:2303)
:2303
Japanese Market
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Dawn Corporation (2303) AI Stock Analysis

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JP:2303

Dawn Corporation

(2303)

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Outperform 73 (OpenAI - 5.2)
Rating:73Outperform
Price Target:
¥1,344.00
▼(-45.43% Downside)
Action:Reiterated
Date:05/28/26
The score is driven primarily by strong financial performance—high margins and a debt-free, steadily compounding balance sheet—partly offset by recent cash flow volatility and a mixed technical picture with negative MACD and otherwise neutral momentum. Valuation is reasonable (P/E ~12.9) but dividend yield is modest.
Positive Factors
High, durable profitability margins
Sustained high gross and EBIT margins indicate structural pricing power and capital-light economics typical of successful application software firms. Such margins support reinvestment, cushion against competitive pressure, and drive persistent cash earnings over multi-year periods, underpinning durable profitability.
Negative Factors
Cash flow durability concerns
A notable drop in operating cash coverage and a 2025 free cash flow decline despite higher profits suggest working-capital timing or collection issues. This variability can constrain funding for capex/dividends, raise financing needs in adverse years, and make long-term cash forecasting less reliable.
Read all positive and negative factors
Positive Factors
Negative Factors
High, durable profitability margins
Sustained high gross and EBIT margins indicate structural pricing power and capital-light economics typical of successful application software firms. Such margins support reinvestment, cushion against competitive pressure, and drive persistent cash earnings over multi-year periods, underpinning durable profitability.
Read all positive factors

Dawn Corporation (2303) vs. iShares MSCI Japan ETF (EWJ)

Dawn Corporation Business Overview & Revenue Model

Company Description
Dawn Corp., founded in 1991 and headquartered in Kobe, Japan, specializes in developing and maintaining cloud-based Geographic Information Systems (GIS) throughout the country. Their extensive portfolio features a range of services such as NET119,...
How the Company Makes Money
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Dawn Corporation Financial Statement Overview

Summary
Strong fundamentals supported by consistent revenue growth over 2021–2025, high profitability (gross margin ~63–68%, EBIT margin ~30–35%), and a very conservative balance sheet with zero debt and solid ROE (~12–16%). Main watch item is increased cash flow variability in 2025, with weaker free cash flow momentum despite higher revenue and profits.
Income Statement
86
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
74
Positive
BreakdownTTMMay 2024May 2023May 2022May 2021May 2020
Income Statement
Total Revenue1.59B1.65B1.50B1.37B1.22B1.12B
Gross Profit1.05B1.08B1.02B888.64M818.80M735.09M
EBITDA552.00M589.51M551.99M454.22M406.84M343.90M
Net Income391.83M418.77M388.12M321.06M283.50M237.72M
Balance Sheet
Total Assets2.97B3.07B2.82B2.50B2.37B2.10B
Cash, Cash Equivalents and Short-Term Investments1.67B1.73B1.92B1.79B2.07B1.78B
Total Debt0.000.000.000.000.000.00
Total Liabilities231.73M323.98M334.94M270.16M229.27M220.58M
Stockholders Equity2.74B2.75B2.48B2.23B2.14B1.88B
Cash Flow
Free Cash Flow151.45M301.18M397.07M362.85M254.40M227.76M
Operating Cash Flow151.37M302.56M414.66M365.69M257.07M228.54M
Investing Cash Flow-167.52M-336.79M-129.51M-58.83M-102.67M-110.78M
Financing Cash Flow-80.14M-161.19M-149.18M-244.50M-38.37M-31.86M

Dawn Corporation Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2463.00
Price Trends
50DMA
1344.12
Negative
100DMA
1336.95
Negative
200DMA
1284.66
Negative
Market Momentum
MACD
-30.57
Negative
RSI
41.41
Neutral
STOCH
46.36
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2303, the sentiment is Negative. The current price of 2463 is above the 20-day moving average (MA) of 1238.30, above the 50-day MA of 1344.12, and above the 200-day MA of 1284.66, indicating a bearish trend. The MACD of -30.57 indicates Negative momentum. The RSI at 41.41 is Neutral, neither overbought nor oversold. The STOCH value of 46.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2303.

Dawn Corporation Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
¥4.83B10.432.28%16.55%-21.42%
73
Outperform
¥8.38B16.900.99%5.92%17.13%
72
Outperform
¥6.02B33.486.84%-67.70%
66
Neutral
¥8.26B6.831.51%4.34%-10.36%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
60
Neutral
¥5.88B14.1618.87%
44
Neutral
¥6.81B-67.9716.57%26.56%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2303
Dawn Corporation
1,289.00
138.21
12.01%
JP:2321
Softfront Holdings
131.00
11.00
9.17%
JP:3804
System D Inc.
426.00
-321.07
-42.98%
JP:3826
System Integrator Corp.
438.00
45.55
11.61%
JP:4397
TeamSpirit, Inc.
356.00
-151.00
-29.78%
JP:5033
Nulab Inc.
928.00
50.00
5.69%

Dawn Corporation Corporate Events

Dawn Corporation Lifts Earnings and Dividend on Strong Nine-Month Results
Apr 9, 2026
Dawn Corporation reported non-consolidated net sales of ¥1.09 billion for the nine months ended February 28, 2026, up 3.5% year-on-year, with operating profit rising 16.2% to ¥412 million and net profit climbing 17.5% to ¥300 millio...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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: May 28, 2026