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dely inc.
(299A)
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Rating:82Outperform
Price Target:
¥1,499.00
▲(44.41% Upside)
Action:Reiterated
Date:08/01/26
The score is driven primarily by strong financial quality (growth, solid profitability, and a zero-debt balance sheet), complemented by a clearly positive technical trend with the price above all key moving averages. Valuation is supportive but not a major upside catalyst at a mid-range P/E and with no dividend yield data.
Positive Factors
Debt-Free Balance Sheet
No debt across the reported periods materially reduces financial risk and leaves the company with flexibility to fund operations, invest in growth, or withstand weaker conditions without the added burden of interest payments or refinancing obligations.
Negative Factors
Margin Compression
Gross and operating margins have declined from their 2023–2024 peaks, indicating that costs or investment may be rising faster than revenue at points in the scaling process. If sustained, this trend could limit incremental profit from future growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-Free Balance Sheet
No debt across the reported periods materially reduces financial risk and leaves the company with flexibility to fund operations, invest in growth, or withstand weaker conditions without the added burden of interest payments or refinancing obligations.
Read all positive factors
dely inc. (299A) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥46.64B
Dividend YieldN/A
Average Volume (3M)69.18K
Price to Earnings (P/E)18.0
Beta (1Y)0.36
Revenue GrowthN/A
EPS GrowthN/A
CountryJP
Employees221
SectorCommunication Services
Sector Strength97
IndustrySoftware - Application
Share Statistics
EPS (TTM)60.21
Shares Outstanding43,067,360
10 Day Avg. Volume91,540
30 Day Avg. Volume69,180
Financial Highlights & Ratios
PEG Ratio0.37
Price to Book (P/B)2.98
Price to Sales (P/S)2.32
P/FCF Ratio13.90
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)60.22
Revenue Forecast (FY)¥21.07B
dely inc. Business Overview & Revenue Model
Company Description
Headquartered in Tokyo, Japan, Kurashiru, Inc. specializes in the conceptualization, development, and ongoing management of a diverse portfolio of mobile applications and web-based digital media. Their extensive suite of services includes Kurashir...
dely inc. Financial Statement Overview
Summary
Income Statement
84
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
78
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 17.96B | 17.00B | 13.10B | 9.90B | 6.97B |
| Gross Profit | 8.47B | 8.06B | 6.31B | 5.20B | 4.63B |
| EBITDA | 3.87B | 3.71B | 2.80B | 2.52B | 1.97B |
| Net Income | 2.54B | 2.46B | 1.69B | 1.48B | 1.32B |
Balance Sheet | |||||
| Total Assets | 17.14B | 16.92B | 13.16B | 10.55B | 9.00B |
| Cash, Cash Equivalents and Short-Term Investments | 11.47B | 11.60B | 8.89B | 7.09B | 5.59B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 3.25B | 3.67B | 2.57B | 1.65B | 1.58B |
| Stockholders Equity | 13.89B | 13.25B | 10.59B | 8.91B | 7.42B |
Cash Flow | |||||
| Free Cash Flow | 2.81B | 2.84B | 2.05B | 1.40B | 2.03B |
| Operating Cash Flow | 2.82B | 2.87B | 2.11B | 1.41B | 2.03B |
| Investing Cash Flow | -499.82M | -355.80M | -314.25M | 87.46M | -824.91M |
| Financing Cash Flow | 196.11M | 177.20M | 899.00K | 0.00 | 5.60M |
dely inc. Technical Analysis
Negative
1038.00
Price Trends
1225.74
Negative
1128.66
Negative
1082.33
Positive
Market Momentum
-29.87
Positive
33.05
Neutral
12.50
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:299A, the sentiment is Negative. The current price of 1038 is below the 20-day moving average (MA) of 1181.65, below the 50-day MA of 1225.74, and below the 200-day MA of 1082.33, indicating a neutral trend. The MACD of -29.87 indicates Positive momentum. The RSI at 33.05 is Neutral, neither overbought nor oversold. The STOCH value of 12.50 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:299A.
dely inc. Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥46.64B | 17.99 | ― | ― | ― | ― | |
74 Outperform | ¥39.16B | 17.41 | ― | 1.51% | 34.68% | 552.65% | |
63 Neutral | ¥15.72B | 22.50 | ― | ― | 22.31% | 691.30% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
59 Neutral | ¥46.10B | 35.79 | ― | 0.27% | 28.94% | -29.21% | |
57 Neutral | ¥6.46B | -263.33 | ― | 5.79% | -0.10% | -110.45% | |
42 Neutral | ¥4.84B | -7.97 | ― | 0.71% | -4.39% | -29.99% |
* Communication Services Sector Average
JP:299A
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dely inc. Corporate Events
Kurashiru Signals Structural Media Growth and Steps Up Investment Agenda
Sep 24, 2026
Kurashiru has reported structural growth in its Media Business, with first-quarter net sales rising to JPY 2.2 billion as ad network impressions increased alongside expanding Receipt Challenge users and sustained efficiency initiatives at TRILL. M...
Kurashiru Q1 Profit Beats Plan as Media Segment and Receipt Challenge Drive Growth
Aug 21, 2026
Kurashiru reported that its first-quarter FY2026 results were broadly in line with plans, with net sales rising 25.2% year on year to JPY 4,767 million and profit metrics slightly ahead of guidance. Non-GAAP operating profit reached JPY 940 millio...
Kurashiru Issues Performance-Linked Stock Options to Directors and Staff
Aug 19, 2026
Kurashiru, Inc. has approved the issuance of its 16th series of paid-in stock acquisition rights to 13 directors and employees, covering up to 355,300 shares, or about 0.83 percent of shares outstanding. The options are priced using independent va...
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.