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I'LL Inc.
(3854)
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Rating:73Outperform
Price Target:
¥2,769.00
▲(14.09% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by very strong financial fundamentals (high profitability, expanding margins, and a near debt-free balance sheet). Offsetting this is weak technical positioning with bearish momentum and the stock trading below major moving averages. Valuation is supportive with a moderate P/E and a ~2.9% dividend yield.
Positive Factors
Strong revenue growth and margin expansion
Sustained revenue growth alongside sharply higher operating and net margins indicates improving execution and operating leverage. If maintained, this combination can support stronger earnings generation and provide resilience against moderate cost or demand pressure.
Negative Factors
Uneven year-to-year revenue growth
The company’s long-term growth record is positive, but intermittent declines and slow periods indicate uneven demand or project timing. This variability can make earnings progression less predictable and complicate resource planning over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong revenue growth and margin expansion
Sustained revenue growth alongside sharply higher operating and net margins indicates improving execution and operating leverage. If maintained, this combination can support stronger earnings generation and provide resilience against moderate cost or demand pressure.
Read all positive factors
I'LL Inc. (3854) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥61.11B
Dividend Yield2.7%
Average Volume (3M)106.35K
Price to Earnings (P/E)15.0
Beta (1Y)0.51
Revenue Growth10.69%
EPS Growth31.36%
CountryJP
Employees1,009
SectorGeneral
Sector StrengthN/A
IndustryInformation Technology Services
Share Statistics
EPS (TTM)162.74
Shares Outstanding25,042,528
10 Day Avg. Volume95,660
30 Day Avg. Volume106,350
Financial Highlights & Ratios
PEG Ratio0.89
Price to Book (P/B)6.18
Price to Sales (P/S)3.61
P/FCF Ratio21.04
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)177.33
Revenue Forecast (FY)¥22.77B
I'LL Inc. Business Overview & Revenue Model
Company Description
I'LL inc. operates as a system solution business in Japan. The company operates in two segments, system solutions and web solutions. The System Solutions Business segment provides services, including network construction and security management; s...
I'LL Inc. Financial Statement Overview
Summary
Income Statement
88
Very Positive
Balance Sheet
93
Very Positive
Cash Flow
84
Very Positive
| Breakdown | TTM | Jul 2025 | Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 20.74B | 19.29B | 17.51B | 15.92B | 12.94B | 13.20B |
| Gross Profit | 11.79B | 10.66B | 9.77B | 8.68B | 6.74B | 6.14B |
| EBITDA | 6.08B | 5.16B | 4.46B | 4.05B | 2.69B | 2.35B |
| Net Income | 4.06B | 3.49B | 2.89B | 2.47B | 1.38B | 1.22B |
Balance Sheet | ||||||
| Total Assets | 17.73B | 15.83B | 14.22B | 12.18B | 9.62B | 8.50B |
| Cash, Cash Equivalents and Short-Term Investments | 9.05B | 7.50B | 6.66B | 5.64B | 3.64B | 3.45B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.00M |
| Total Liabilities | 5.21B | 4.54B | 4.53B | 4.44B | 3.91B | 3.91B |
| Stockholders Equity | 12.52B | 11.29B | 9.68B | 7.74B | 5.72B | 4.59B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 3.31B | 2.52B | 2.93B | 1.04B | 1.97B |
| Operating Cash Flow | 0.00 | 3.37B | 2.64B | 3.07B | 1.13B | 2.03B |
| Investing Cash Flow | 0.00 | -546.11M | -712.69M | -547.41M | -482.29M | -216.21M |
| Financing Cash Flow | 0.00 | -2.08B | -901.93M | -526.21M | -465.64M | -551.79M |
I'LL Inc. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥54.08B | 31.50 | ― | 0.48% | 19.17% | 46.29% | |
73 Outperform | ¥61.11B | 15.00 | ― | 2.70% | 10.69% | 31.36% | |
73 Outperform | ¥100.78B | 38.08 | 7.39% | 0.00% | 73.78% | -16.12% | |
70 Outperform | ¥155.38B | 45.85 | ― | 0.15% | 28.35% | 8.72% | |
67 Neutral | ¥31.95B | 18.68 | ― | 0.65% | 15.26% | 62.04% | |
63 Neutral | ¥19.68B | -49.84 | ― | 1.62% | 17.69% | -175.52% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:3854
I'LL Inc.
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I'LL Inc. Corporate Events
I’LL Inc. Delivers Double-Digit Profit Growth and Hikes Dividend Forecast
Jun 5, 2026
I’LL Inc. reported consolidated net sales of ¥15.54 billion for the nine months ended April 30, 2026, up 10.2% year on year, with operating profit rising 22.4% to ¥4.24 billion and profit attributable to owners of parent climbing 2...
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.