Yappli, Inc. (4168) AI Stock Analysis

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Yappli, Inc.

(TSE/TYO:4168)

Select Model

Rating:71Outperform

Price Target:JPY 762.00▲(2.14% Upside)

Action:reiterated

Date:11/07/26

The overall score of 71 reflects a strong fundamental business trading at a deep discount, offset by extremely weak near-term price momentum. The company's financial performance is excellent, with record profitability and cash flow generation, and the valuation is compelling with a P/E of 7.95. However, the stock is in a significant technical downtrend, trading below all key moving averages with an oversold RSI, which heavily weighs on the score.

Positive Factors

Recurring SaaS modelThe subscription-based SaaS model can support recurring revenue and customer retention when businesses continue operating their branded apps. Platform fees, onboarding, and related services also provide multiple ways to monetize enterprise usage over the medium term.

Negative Factors

Revenue growth decelerationThe marked slowdown in revenue growth is a durable concern because slower customer or usage expansion can reduce operating leverage and limit future profit growth. If this lower growth rate persists, further margin expansion may become harder without disciplined cost management.

Yappli, Inc. (4168) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 9.54B
Dividend Yield: 1.94%
Average Volume (3M): 51.79K
Price to Earnings (P/E): 9.0
Beta (1Y): 0.97
Revenue Growth: 12.19%
EPS Growth: 30.65%
Country: Japan
Employees: 294
Sector: Technology
Sector Strength: 61
Industry: Software - Application

Yappli, Inc. Business Overview & Revenue Model

Company Description

Yappli, Inc. is a Japanese enterprise specializing in mobile application development. The company provides a cloud-hosted platform tailored for the creation, management, and analytical evaluation of smartphone applications. Founded in 2013, its headq...

How the Company Makes Money

Yappli primarily makes money by selling access to its mobile app development and management platform as a subscription (SaaS) to corporate customers. Revenue is generated through recurring platform usage fees that typically vary based on plan level a...

Yappli, Inc. Financial Statement Overview

Summary

Strong financial turnaround with record profitability and cash flow. Net margin expanded to 15.2% and free cash flow more than doubled to ¥776 million. The balance sheet is healthy with a low debt-to-equity ratio of 0.40. The only concern is moderating revenue growth at 4.7%.

Income Statement

78Positive

Balance Sheet

85Very Positive

Cash Flow

88Very Positive

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	6.06B	6.06B	5.51B	4.86B	4.14B	3.26B
Gross Profit	4.03B	4.03B	3.62B	3.31B	2.70B	2.15B
EBITDA	898.75M	898.75M	575.91M	316.53M	-756.20M	-867.26M
Net Income	920.61M	920.61M	748.54M	-74.08M	-941.14M	-939.89M
Balance Sheet
Total Assets	4.74B	4.74B	4.08B	2.81B	2.84B	3.00B
Cash, Cash Equivalents and Short-Term Investments	2.20B	2.20B	1.96B	1.51B	1.65B	1.87B
Total Debt	1.16B	1.16B	1.36B	793.75M	918.75M	222.94M
Total Liabilities	1.78B	1.78B	1.89B	1.45B	1.50B	743.12M
Stockholders Equity	2.95B	2.95B	2.19B	1.36B	1.34B	2.25B
Cash Flow
Free Cash Flow	0	775.99M	351.86M	-162.28M	-947.61M	-928.57M
Operating Cash Flow	0	776.58M	366.70M	-161.36M	-926.63M	-904.49M
Investing Cash Flow	0	-86.67M	-487.41M	53.22M	-19.58M	-166.03M
Financing Cash Flow	0	-445.23M	572.85M	-34.92M	729.03M	913.76M

Yappli, Inc. Technical Analysis

Technical Analysis SentimentNeutral

Last Price746.00

Price Trends

50DMA767.58Negative

100DMA769.38Negative

200DMA748.24Negative

Market Momentum

MACD-11.37Negative

RSI48.87Neutral

STOCH83.40Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4168, the sentiment is Neutral. The current price of 746.00 is above the 20-day moving average (MA) of 744.40, below the 50-day MA of 767.58, and below the 200-day MA of 748.24, indicating a neutral trend. The MACD of -11.37 indicates Negative momentum. The RSI at 48.87 is Neutral, neither overbought nor oversold. The STOCH value of 83.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:4168.

Yappli, Inc. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

JP:4168 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:5244	78Outperform	JPY 7.66B	7.02	―	1.63%	9.77%	-10.65%
JP:4192	75Outperform	JPY 12.30B	67.87	―	―	14.15%	―
JP:4477	74Outperform	JPY 37.86B	16.25	―	1.56%	36.14%	304.76%
JP:4168	71Outperform	JPY 9.69B	9.03	―	1.94%	12.19%	30.65%
JP:4448	63Neutral	JPY 13.69B	18.75	―	―	14.06%	―
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
JP:5027	59Neutral	JPY 44.13B	34.26	―	0.28%	28.94%	-29.21%

* Technology Sector Average

Performance Comparison

JP:4168 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:4168	Yappli, Inc.	746.00	-231.37	-23.67%
JP:4192	SpiderPlus & Co.	346.00	33.00	10.54%
JP:4448	Chatwork Co.Ltd.	321.00	-33.00	-9.32%
JP:4477	BASE, Inc.	321.00	-10.93	-3.29%
JP:5027	AnyMind Group Inc.	717.00	46.13	6.88%
JP:5244	jig.jp co.,ltd.	180.00	-74.67	-29.32%

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: Nov 07, 2026

Yappli, Inc. AI Stock Analysis