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YMIRLINK,Inc. (JP:4372)
:4372
Japanese Market
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YMIRLINK,Inc. (4372) AI Stock Analysis

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JP:4372

YMIRLINK,Inc.

(4372)

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Outperform 80 (OpenAI - 5.2)
Rating:80Outperform
Price Target:
¥1,501.00
▲(5.56% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by strong financial fundamentals—steady revenue growth, solid operating margins, and an exceptionally low-debt balance sheet—tempered by the 2025 step-down in net margin and weaker cash conversion. Technicals are generally supportive with a positive trend and moderate momentum, and valuation appears reasonable at ~13x earnings with a modest dividend.
Positive Factors
Consistent revenue growth
Sustained revenue expansion over multiple years indicates durable product-market fit and rising customer adoption. A steady top‑line allows management to scale operations, invest in R&D and sales, and underpins longer-term margin recovery even if near-term profits fluctuate.
Negative Factors
Net margin deterioration and earnings quality
A material fall in net margin despite revenue growth signals rising operating or non‑operating costs that erode earnings quality. If structural (cost base, pricing, or one‑off charges), this can persistently reduce EPS and limit capacity to fund dividends or buybacks.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent revenue growth
Sustained revenue expansion over multiple years indicates durable product-market fit and rising customer adoption. A steady top‑line allows management to scale operations, invest in R&D and sales, and underpins longer-term margin recovery even if near-term profits fluctuate.
Read all positive factors

YMIRLINK,Inc. (4372) vs. iShares MSCI Japan ETF (EWJ)

YMIRLINK,Inc. Business Overview & Revenue Model

Company Description
Ymirlink Inc provides messaging solutions that connect corporations and other organizations with society and individuals through its messaging platform, Cuenote. The company develops and offers software products such as Cuenote FC for email delive...

YMIRLINK,Inc. Financial Statement Overview

Summary
Consistent revenue growth (2020–2025) and strong profitability (2025 gross margin ~65%, EBIT margin ~22%) supported by a very conservative, near-zero-debt balance sheet. The main offset is a 2025 deterioration in earnings quality: net margin dropped (~11.9% vs ~17.6% in 2024), net income declined despite higher revenue, and cash conversion weakened (operating cash flow below net income; lower FCF-to-earnings).
Income Statement
78
Positive
Balance Sheet
90
Very Positive
Cash Flow
72
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue3.16B3.05B2.67B2.31B2.18B1.93B
Gross Profit2.05B1.99B1.80B1.59B1.46B1.31B
EBITDA822.43M809.91M719.61M675.52M598.32M485.17M
Net Income375.81M362.64M469.68M409.00M359.40M286.92M
Balance Sheet
Total Assets3.48B3.58B3.44B2.78B2.38B2.10B
Cash, Cash Equivalents and Short-Term Investments2.55B2.58B2.54B2.09B1.72B1.51B
Total Debt0.000.0059.08M0.000.000.00
Total Liabilities439.33M575.60M588.38M406.00M440.19M402.56M
Stockholders Equity3.04B3.00B2.85B2.37B1.94B1.70B
Cash Flow
Free Cash Flow0.00320.65M508.46M368.00M326.71M268.62M
Operating Cash Flow0.00502.17M601.38M458.00M444.47M341.54M
Investing Cash Flow0.00-191.71M-150.07M-90.00M-117.76M687.84M
Financing Cash Flow0.00-269.83M0.000.00-118.70M294.98M

YMIRLINK,Inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1422.00
Price Trends
50DMA
1251.58
Positive
100DMA
1203.99
Positive
200DMA
1266.23
Positive
Market Momentum
MACD
9.40
Positive
RSI
54.54
Neutral
STOCH
46.02
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4372, the sentiment is Positive. The current price of 1422 is above the 20-day moving average (MA) of 1303.50, above the 50-day MA of 1251.58, and above the 200-day MA of 1266.23, indicating a bullish trend. The MACD of 9.40 indicates Positive momentum. The RSI at 54.54 is Neutral, neither overbought nor oversold. The STOCH value of 46.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4372.

YMIRLINK,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
80
Outperform
¥5.01B12.221.28%15.15%-9.71%
73
Outperform
¥5.30B37.876.88%34.70%
72
Outperform
¥5.93B37.247.04%-67.36%
71
Outperform
¥3.72B6.132.75%
62
Neutral
¥3.30B11.5910.04%-10.44%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
58
Neutral
¥4.68B48.0920.67%-37.51%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:4372
YMIRLINK,Inc.
1,287.00
-79.49
-5.82%
JP:3917
iRidge, Inc.
472.00
-87.00
-15.56%
JP:4075
Brains Technology, Inc.
937.00
6.00
0.64%
JP:4429
Ricksoft Co., Ltd.
727.00
-390.00
-34.91%
JP:4484
Lancers, Inc.
289.00
-3.07
-1.05%
JP:5033
Nulab Inc.
953.00
96.00
11.20%

YMIRLINK,Inc. Corporate Events

YMIRLINK Posts Strong Q1 Growth but Forecasts Margin Pressure for FY2026
Jun 1, 2026
YMIRLINK reported consolidated net sales of ¥829 million for the first quarter ended March 31, 2026, up 14.4% year on year, with operating profit rising 8.1% to ¥153 million and quarterly net profit attributable to owners of the parent i...
YMIRLINK Sets Out Q1 2026 Results, Full‑Year Outlook and Growth Plan
May 15, 2026
YMIRLINK, Inc. has released a structured summary of its financial results for the first quarter of the fiscal year ending December 31, 2026, along with its full‑year consolidated forecast. The company also outlines its shareholder return pol...
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: Aug 06, 2026