YMIRLINK,Inc. (4372) AI Stock Analysis

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YMIRLINK,Inc.

(TSE/TYO:4372)

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Rating:73Outperform

Price Target:JPY 1,224.00▲(11.27% Upside)

Action:upgraded

Date:10/21/26

YMIRLINK's solid overall score is primarily driven by its pristine, debt-free balance sheet and a highly attractive valuation multiple for the software sector. These foundational strengths are currently counterbalanced by a severe bearish technical trend and recent margin compression. While deeply oversold technical indicators suggest the sell-off may be exhausting, investors should monitor whether rising operating expenses stabilize.

Positive Factors

Consistent Revenue GrowthRevenue has expanded across multiple years, indicating sustained demand and continued business development rather than reliance on a single temporary gain. This growth provides a durable base for operating leverage, reinvestment, and further expansion over the next several quarters.

Negative Factors

Margin CompressionThe decline in net margin and net income despite continued revenue growth shows that incremental sales are currently producing less bottom-line profit. If this pattern persists, it could reduce earnings durability, limit operating leverage, and weaken the benefit of the company’s otherwise strong revenue trajectory.

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

Market Cap: JPY 4.19B
Dividend Yield: 1.72%
Average Volume (3M): 2,228
Price to Earnings (P/E): 10.4
Beta (1Y): -0.07
Revenue Growth: 15.15%
EPS Growth: -9.71%
Country: Japan
Employees: 163
Sector: Technology
Sector Strength: 61
Industry: Software - Application

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 delivery,...

YMIRLINK,Inc. Financial Statement Overview

Summary

YMIRLINK features a pristine balance sheet with zero debt and solid revenue growth. However, this is partially offset by a recent decline in net profitability and a slight reduction in cash flow generation efficiency.

Income Statement

72Positive

Balance Sheet

98Very Positive

Cash Flow

70Positive

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	3.26B	3.05B	2.67B	2.31B	2.18B	1.93B
Gross Profit	2.10B	1.99B	1.80B	1.59B	1.46B	1.31B
EBITDA	844.11M	809.91M	719.61M	675.52M	598.32M	485.17M
Net Income	403.37M	362.64M	469.68M	409.00M	359.40M	286.92M
Balance Sheet
Total Assets	3.75B	3.58B	3.44B	2.78B	2.38B	2.10B
Cash, Cash Equivalents and Short-Term Investments	2.73B	2.58B	2.54B	2.09B	1.72B	1.51B
Total Debt	0	0	59.08M	0	0	0
Total Liabilities	594.23M	575.60M	588.38M	406.00M	440.19M	402.56M
Stockholders Equity	3.16B	3.00B	2.85B	2.37B	1.94B	1.70B
Cash Flow
Free Cash Flow	0	320.65M	508.46M	368.00M	326.71M	268.62M
Operating Cash Flow	0	502.17M	601.38M	458.00M	444.47M	341.54M
Investing Cash Flow	0	-191.71M	-150.07M	-90.00M	-117.76M	687.84M
Financing Cash Flow	0	-269.83M	0	0	-118.70M	294.98M

YMIRLINK,Inc. Technical Analysis

Technical Analysis SentimentNegative

Last Price1100.00

Price Trends

50DMA1277.12Negative

100DMA1253.85Negative

200DMA1240.08Negative

Market Momentum

MACD-55.16Positive

RSI30.74Neutral

STOCH25.17Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4372, the sentiment is Negative. The current price of 1100.00 is below the 20-day moving average (MA) of 1216.25, below the 50-day MA of 1277.12, and below the 200-day MA of 1240.08, indicating a bearish trend. The MACD of -55.16 indicates Positive momentum. The RSI at 30.74 is Neutral, neither overbought nor oversold. The STOCH value of 25.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4372.

YMIRLINK,Inc. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

JP:4372 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:4075	76Outperform	JPY 6.39B	33.82	―	―	14.12%	37.10%
JP:4372	73Outperform	JPY 4.22B	10.45	―	1.72%	15.15%	-9.71%
JP:3917	71Outperform	JPY 3.75B	5.87	―	―	2.75%	―
JP:4429	71Outperform	JPY 3.18B	10.42	―	―	15.75%	3.63%
JP:5033	66Neutral	JPY 7.91B	48.77	―	―	7.04%	-67.36%
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
JP:4484	58Neutral	JPY 4.52B	45.92	―	0.73%	20.67%	-37.51%

* Technology Sector Average

Performance Comparison

JP:4372 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:4372	YMIRLINK,Inc.	1100.00	-280.31	-20.31%
JP:3917	iRidge, Inc.	465.00	-20.00	-4.12%
JP:4075	Brains Technology, Inc.	1125.00	286.00	34.09%
JP:4429	Ricksoft Co., Ltd.	681.00	-250.00	-26.85%
JP:4484	Lancers, Inc.	274.00	-15.09	-5.22%
JP:5033	Nulab Inc.	1228.00	478.00	63.73%

YMIRLINK,Inc. Corporate Events

YMIRLINK Posts Higher Interim Sales and Profit, Warns of Full-Year Margin Pressure

Sep 2, 2026

YMIRLINK, Inc. reported consolidated net sales of ¥1,682 million for the first six months of the fiscal year ending December 31, 2026, up 14.2% year-on-year, with operating profit rising to ¥321 million and profit attributable to owners of...

YMIRLINK Outlines Q2 Results, 2026 Forecast and Growth Strategy

Aug 14, 2026

YMIRLINK, Inc. released a structured outline of its second-quarter financial results for the fiscal year ending December 31, 2026, along with a full-year earnings forecast. The materials also detail its shareholder return policy and a growth plan, un...

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: Oct 21, 2026

YMIRLINK,Inc. AI Stock Analysis