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YE DIGITAL CORPORATION
(2354)
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Rating:77Outperform
Price Target:
¥1,638.00
▲(99.03% Upside)
Action:Reiterated
Date:08/07/26
The score is driven primarily by strong financial fundamentals—especially a debt-free balance sheet, rising equity, and solid returns—supported by an established upward price trend. Valuation is fair rather than compelling and the dividend yield is modest, which keeps the overall score from being higher.
Positive Factors
Debt-free balance sheet and healthy returns
A debt-free balance sheet reduces financial risk and preserves flexibility to invest through changing conditions. Rising equity and consistently healthy mid-to-high-teens ROE also indicate that management has been generating solid shareholder returns from the company’s capital base.
Negative Factors
Historical cash-conversion volatility
Uneven cash conversion means reported earnings have not translated consistently into available cash across periods. That volatility can complicate investment planning and capital allocation, and it may reduce the reliability of earnings as a measure of near-term financial capacity.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet and healthy returns
A debt-free balance sheet reduces financial risk and preserves flexibility to invest through changing conditions. Rising equity and consistently healthy mid-to-high-teens ROE also indicate that management has been generating solid shareholder returns from the company’s capital base.
Read all positive factors
YE DIGITAL CORPORATION (2354) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥26.76B
Dividend Yield1.73%
Average Volume (3M)1.30M
Price to Earnings (P/E)21.0
Beta (1Y)1.10
Revenue Growth1.66%
EPS Growth17.98%
CountryJP
Employees690
SectorGeneral
Sector StrengthN/A
IndustryInformation Technology Services
Share Statistics
EPS (TTM)68.65
Shares Outstanding18,543,700
10 Day Avg. Volume969,530
30 Day Avg. Volume1,295,293
Financial Highlights & Ratios
PEG Ratio0.45
Price to Book (P/B)1.84
Price to Sales (P/S)0.74
P/FCF Ratio10.59
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
YE DIGITAL CORPORATION Business Overview & Revenue Model
Company Description
YE DIGITAL Corporation provides Internet of Things (IoT) solutions in Japan. The company operates cloud application service products, such as MMCloud, an IoT platform with data storage, visualization, and analysis; and MMPredict, an AI-based fault...
YE DIGITAL CORPORATION Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
92
Very Positive
Cash Flow
72
Positive
| Breakdown | TTM | Feb 2026 | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 20.13B | 20.26B | 19.94B | 19.50B | 16.15B | 13.73B |
| Gross Profit | 5.87B | 5.81B | 5.24B | 5.15B | 4.39B | 4.18B |
| EBITDA | 1.98B | 1.91B | 1.80B | 1.78B | 1.18B | 1.13B |
| Net Income | 1.23B | 1.28B | 1.04B | 1.09B | 783.18M | 403.94M |
Balance Sheet | ||||||
| Total Assets | 14.17B | 14.30B | 13.43B | 12.49B | 11.81B | 10.08B |
| Cash, Cash Equivalents and Short-Term Investments | 4.84B | 3.41B | 3.20B | 2.49B | 2.64B | 2.74B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 5.92B | 6.16B | 6.19B | 6.32B | 6.76B | 5.48B |
| Stockholders Equity | 8.23B | 8.11B | 7.23B | 6.16B | 5.03B | 4.59B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.41B | 1.09B | 296.50M | 98.54M | 327.64M |
| Operating Cash Flow | 0.00 | 1.42B | 1.29B | 545.88M | 563.25M | 487.23M |
| Investing Cash Flow | 0.00 | -522.17M | -238.94M | -504.42M | -478.73M | -213.42M |
| Financing Cash Flow | 0.00 | -692.21M | -323.24M | -191.60M | -188.03M | -188.68M |
YE DIGITAL CORPORATION Technical Analysis
Positive
823.00
Price Trends
1169.81
Positive
1041.66
Positive
898.40
Positive
Market Momentum
59.25
Positive
57.07
Neutral
15.37
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2354, the sentiment is Positive. The current price of 823 is below the 20-day moving average (MA) of 1364.48, below the 50-day MA of 1169.81, and below the 200-day MA of 898.40, indicating a bullish trend. The MACD of 59.25 indicates Positive momentum. The RSI at 57.07 is Neutral, neither overbought nor oversold. The STOCH value of 15.37 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2354.
YE DIGITAL CORPORATION Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ¥26.76B | 21.02 | ― | 1.73% | 1.66% | 17.98% | |
73 Outperform | ¥12.79B | 7.82 | ― | 2.67% | 15.87% | 39.37% | |
72 Outperform | ¥16.06B | 13.34 | ― | 3.84% | 5.21% | -0.19% | |
70 Outperform | ¥11.76B | 12.07 | ― | 4.77% | 1.14% | -17.36% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
53 Neutral | ¥17.53B | 19.91 | ― | 1.77% | 15.06% | 52.37% | |
43 Neutral | ¥5.88B | -42.67 | ― | ― | -1.67% | 98.41% |
* General Sector Average
JP:2354
YE DIGITAL CORPORATION
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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.