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Toyokumo, Inc. (JP:4058)
:4058
Japanese Market
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Toyokumo, Inc. (4058) AI Stock Analysis

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JP:4058

Toyokumo, Inc.

(4058)

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Outperform 82 (OpenAI - Gpt-5.6Sol)
Rating:82Outperform
Price Target:
¥3,009.00
▲(8.20% Upside)
Action:Reiterated
Date:07/30/26
The score is driven primarily by excellent financial performance—strong, consistent growth, exceptional margins, and a debt-free balance sheet with robust free cash flow. Technicals are supportive with the stock trading above major moving averages, though missing momentum indicators reduce confidence. Valuation is reasonable with a moderate P/E, but the dividend yield is modest.
Positive Factors
Rapid recurring-revenue growth
Sustained revenue compounding supports the scalability of Toyokumo’s cloud subscription model and indicates continued adoption of its kintone-related services. Recurring usage fees can provide a durable base for future expansion.
Negative Factors
Variable operating cash conversion
Although free cash flow is robust, recurring operating cash flow has not consistently matched reported earnings. Persistent working-capital timing or conversion variability could reduce the reliability of internally generated funds for investment and growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Rapid recurring-revenue growth
Sustained revenue compounding supports the scalability of Toyokumo’s cloud subscription model and indicates continued adoption of its kintone-related services. Recurring usage fees can provide a durable base for future expansion.
Read all positive factors

Toyokumo, Inc. (4058) vs. iShares MSCI Japan ETF (EWJ)

Toyokumo, Inc. Business Overview & Revenue Model

Company Description
Headquartered in Tokyo, Japan, and established in 2010, Toyokumo, Inc. is a service company specializing in the development and delivery of cloud solutions for enterprises. Their comprehensive suite of products includes Safety Confirmation Service...
How the Company Makes Money
Toyokumo primarily makes money by selling subscriptions to its cloud-based SaaS products. The core revenue stream is recurring monthly or annual usage fees paid by corporate customers for licenses/seats or service tiers (depending on the product) ...

Toyokumo, Inc. Financial Statement Overview

Summary
Strong overall fundamentals supported by rapid multi-year revenue compounding and exceptionally high gross margins (~97% in 2022–2024). Operating and net margins are very strong and improved versus earlier years, while the balance sheet is conservatively positioned with zero debt and expanding equity. Cash flow is robust and broadly aligned with earnings, though operating cash flow coverage versus net income has been <1 in years provided, indicating some cash conversion variability.
Income Statement
92
Very Positive
Balance Sheet
88
Very Positive
Cash Flow
86
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue5.54B4.86B3.15B2.43B1.94B1.58B
Gross Profit5.03B4.41B3.05B2.37B1.88B1.38B
EBITDA2.26B1.86B1.18B884.91M656.75M441.63M
Net Income1.35B1.09B840.00M631.45M427.04M286.81M
Balance Sheet
Total Assets7.17B6.54B4.66B3.35B2.61B2.21B
Cash, Cash Equivalents and Short-Term Investments5.06B4.41B4.20B2.94B2.30B1.90B
Total Debt0.000.000.000.000.000.00
Total Liabilities2.71B2.48B1.61B1.11B975.36M746.91M
Stockholders Equity4.43B4.04B3.04B2.24B1.63B1.46B
Cash Flow
Free Cash Flow0.002.02B1.33B768.50M645.48M367.32M
Operating Cash Flow0.002.02B1.34B770.91M650.14M443.37M
Investing Cash Flow0.00-1.36B-70.00M-87.41M-4.66M-162.46M
Financing Cash Flow0.00-448.00M-107.00M-40.89M-250.82M469.00K

Toyokumo, Inc. Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2781.00
Price Trends
50DMA
2262.04
Positive
100DMA
2101.50
Positive
200DMA
2214.32
Positive
Market Momentum
MACD
56.71
Positive
RSI
48.68
Neutral
STOCH
40.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4058, the sentiment is Neutral. The current price of 2781 is above the 20-day moving average (MA) of 2431.50, above the 50-day MA of 2262.04, and above the 200-day MA of 2214.32, indicating a neutral trend. The MACD of 56.71 indicates Positive momentum. The RSI at 48.68 is Neutral, neither overbought nor oversold. The STOCH value of 40.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:4058.

Toyokumo, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
86
Outperform
¥27.24B16.163.01%5.69%-1.50%
82
Outperform
¥26.73B19.190.52%40.53%32.41%
79
Outperform
¥22.86B12.202.53%9.76%19.47%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
60
Neutral
¥19.02B8.160.82%7.11%146.94%
57
Neutral
¥18.26B9.852.40%12.33%13.11%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:4058
Toyokumo, Inc.
2,368.00
-660.06
-21.80%
JP:3648
AGS Corporation
1,065.00
-156.45
-12.81%
JP:3853
Asteria Corporation
1,111.00
-556.40
-33.37%
JP:3921
NEOJAPAN Inc.
1,610.00
-324.08
-16.76%
JP:9702
ISB CORP (Japan)
2,357.00
733.02
45.14%

Toyokumo, Inc. Corporate Events

Toyokumo Raises Full-Year 2026 Earnings Forecast on Strong Performance
Aug 14, 2026
Toyokumo, Inc. announced an upward revision to its consolidated financial forecast for the fiscal year ending December 31, 2026, reflecting stronger-than-expected performance trends. Net sales are now projected at 6.0 billion yen, up from 5.8 bill...
Toyokumo Issues Cautionary Disclaimer With Q2 FY2026 Results Document
Aug 14, 2026
Toyokumo, Inc. has released a document labeled as its August 2026 Q2-FY2026 financial results, but the provided text consists solely of disclaimers related to the nature and use of the information. The release emphasizes that the translated docume...
Toyokumo Boosts First-Half Profits and Raises 2026 Dividend Outlook
Aug 14, 2026
Toyokumo, Inc. reported strong consolidated results for the six months to June 30, 2026, with net sales rising 30.5% year on year to &#165;2.93 billion and profit attributable to owners of the parent climbing 46.4% to &#165;824 million. Earnings p...
Toyokumo Posts Strong Double-Digit Sales Growth in July 2026
Aug 13, 2026
Toyokumo reported preliminary consolidated net sales of 513 million yen for July 2026, representing 125.1 percent year-on-year growth and continuing its strong expansion trajectory. Cumulative sales for January through July 2026 reached 3,446 mill...
Toyokumo Posts 31.5% Sales Growth in June, First-Half Revenue Jumps 30.6%
Jul 15, 2026
Toyokumo, Inc. reported preliminary consolidated net sales of 531 million yen for June 2026, marking year-on-year growth of 31.5 percent and extending a solid expansion trend seen throughout the first half of the fiscal year. Cumulative sales for ...
Toyokumo Posts Strong May Sales With 31% Year-on-Year Growth
Jun 15, 2026
Toyokumo reported consolidated net sales of 511 million yen for May 2026, representing 131.4% year-on-year growth, and cumulative sales of 2,402 million yen for the year to date, up 30.3% from the same period a year earlier. While the figures are ...
Toyokumo Completes Share Buyback Totaling 150,000 Shares
Jun 2, 2026
Toyokumo, Inc. has completed a share buyback program authorized by its board of directors on February 13, 2026, under provisions of the Companies Act allowing acquisition of its own shares. The initiative focused on purchasing common shares in the...
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: Jul 30, 2026