dely inc. AI Stock Analysis
Want to see JP:299A full AI Analyst Report?
dely inc. (299A) AI Stock Analysis
dely inc.
(TSE/TYO:299A)
The score is primarily supported by strong financial quality—robust growth, solid profitability, and a zero-debt balance sheet. Offsetting this is weak technical setup (below key moving averages with negative MACD), despite oversold signals. Valuation is reasonable at ~18x earnings, but lacks dividend yield support due to missing data.
dely inc. (299A) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 46.23B
- Dividend Yield
- ―
- Average Volume (3M)
- 171.14K
- Price to Earnings (P/E)
- 18.3
- Beta (1Y)
- 0.39
- Revenue Growth
- 24.95%
- EPS Growth
- 23.45%
- Country
- Japan
- Employees
- 221
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Software - Application
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 Kurashiru,...
dely inc. Financial Statement Overview
Summary
Strong revenue growth and solid profitability are supported by an exceptionally conservative balance sheet with zero debt. The main offsets are margin compression since 2023 and somewhat uneven cash conversion (operating cash flow covering net income at less than 1x in 2024–2026), which reduces confidence in near-term cash generation consistency.
Income Statement
84Very PositiveBalance Sheet
92Very PositiveCash Flow
78Positive| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 18.88B | 17.00B | 13.10B | 9.90B | 6.97B |
| Gross Profit | 9.00B | 8.06B | 6.31B | 5.20B | 4.63B |
| EBITDA | 3.88B | 3.71B | 2.80B | 2.52B | 1.97B |
| Net Income | 2.53B | 2.46B | 1.69B | 1.48B | 1.32B |
Balance Sheet | |||||
| Total Assets | 18.20B | 16.92B | 13.16B | 10.55B | 9.00B |
| Cash, Cash Equivalents and Short-Term Investments | 12.34B | 11.60B | 8.89B | 7.09B | 5.59B |
| Total Debt | 0 | 0 | 0 | 0 | 0 |
| Total Liabilities | 3.72B | 3.67B | 2.57B | 1.65B | 1.58B |
| Stockholders Equity | 14.48B | 13.25B | 10.59B | 8.91B | 7.42B |
Cash Flow | |||||
| Free Cash Flow | 2.58B | 2.84B | 2.05B | 1.40B | 2.03B |
| Operating Cash Flow | 2.59B | 2.87B | 2.11B | 1.41B | 2.03B |
| Investing Cash Flow | -481.80M | -355.80M | -314.25M | 87.46M | -824.91M |
| Financing Cash Flow | 170.26M | 177.20M | 899.00K | 0 | 5.60M |
dely inc. Technical Analysis
Price Trends
Market Momentum
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 1108.00 is below the 20-day moving average (MA) of 1140.90, below the 50-day MA of 1204.62, and above the 200-day MA of 1079.68, indicating a neutral trend. The MACD of -26.94 indicates Negative momentum. The RSI at 45.70 is Neutral, neither overbought nor oversold. The STOCH value of 71.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:299A.
dely inc. Peers Comparison
Overall Rating
JP:447773Outperform- JP:299A71Outperform
JP:502759Neutral
JP:955358Neutral
JP:604755Neutral
JP:213844Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:4477 | 73Outperform | JPY 36.32B | 15.49 | ― | 1.61% | 36.14% | 304.76% |
| JP:299A | 71Outperform | JPY 50.13B | 18.29 | ― | ― | 24.95% | 23.45% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| JP:5027 | 59Neutral | JPY 45.30B | 34.83 | ― | 0.27% | 28.94% | -29.21% |
| JP:9553 | 58Neutral | JPY 15.42B | 23.30 | ― | ― | 22.31% | 691.30% |
| JP:6047 | 55Neutral | JPY 6.22B | -253.33 | ― | 6.02% | -0.10% | -110.45% |
| JP:2138 | 44Neutral | JPY 4.97B | -8.44 | ― | ― | 27.94% | -2.29% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:299A | dely inc. | 1108.00 | -151.00 | -11.99% | |
| JP:2138 | CROOZ, Inc. | 510.00 | -74.00 | -12.67% | |
| JP:4477 | BASE, Inc. | 310.00 | -32.79 | -9.57% | |
| JP:5027 | AnyMind Group Inc. | 730.00 | -20.61 | -2.75% | |
| JP:6047 | Gunosy, Inc. | 304.00 | -259.89 | -46.09% | |
| JP:9553 | MicroAd, Inc. | 570.00 | 76.00 | 15.38% |
dely inc. Corporate Events
Kurashiru Reports Q2 Growth While Refocusing on Sales Promotion and AI
Kurashiru operates digital sales-promotion and enterprise AI services, with Receipt Challenge supporting retail marketing and Kurashiru AI OS addressing corporate management and operational needs. The company is focusing its business portfolio on the...
Kurashiru Transfers Entertainment Business to Yoyogi Animation Group
Kurashiru, Inc. operates a digital food-media and sales-promotion business centered on its Kurashiru recipe-video platform. Its key offerings include Receipt Challenge, a purchase-linked promotion service, and Kurashiru AI OS, an AI-agent service for...
Kurashiru Reports ¥9.716 Billion in Six-Month Sales
Kurashiru, Inc., a company listed on the Tokyo Stock Exchange, reported six-month net sales of ¥9.716 billion, operating profit of ¥1.738 billion, ordinary profit of ¥1.737 billion and net income attributable to owners of ¥1.159 billion for the perio...
Kurashiru Signals Structural Media Growth and Steps Up Investment Agenda
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. Mana...
Kurashiru Q1 Profit Beats Plan as Media Segment and Receipt Challenge Drive Growth
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 million w...
Kurashiru Issues Performance-Linked Stock Options to Directors and Staff
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 valua...
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 02, 2026