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Chatwork Co.Ltd.
(4448)
Select Model
Select Model
Rating:63Neutral
Price Target:
¥380.00
▲(36.69% Upside)
Action:Reiterated
Date:08/06/26
The score is primarily supported by the 2025 financial turnaround and strong recent cash flow generation, which improves flexibility. Technicals add moderate support with price above key short/mid-term moving averages and positive MACD, but the below-200DMA position limits the trend score. Valuation tempers the overall rating given the relatively high P/E alongside a history of earnings volatility.
Positive Factors
Recurring SaaS model
A subscription-based cloud platform can create recurring revenue and deepen customer reliance as organizations use it for ongoing communication and collaboration. Growth in paid organizations, seats, retention, or plan expansion can support durable revenue visibility and operating leverage.
Negative Factors
Earnings volatility
Several consecutive years of losses before the 2025 recovery make the recent profit level less proven and reduce confidence in earnings durability. Continued volatility could limit planning flexibility, weaken investor confidence, and make future cash and capital allocation decisions less predictable.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring SaaS model
A subscription-based cloud platform can create recurring revenue and deepen customer reliance as organizations use it for ongoing communication and collaboration. Growth in paid organizations, seats, retention, or plan expansion can support durable revenue visibility and operating leverage.
Read all positive factors
Chatwork Co.Ltd. (4448) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥15.14B
Dividend YieldN/A
Average Volume (3M)120.95K
Price to Earnings (P/E)20.7
Beta (1Y)0.44
Revenue Growth14.06%
EPS GrowthN/A
CountryJP
Employees658
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)17.12
Shares Outstanding42,643,353
10 Day Avg. Volume117,160
30 Day Avg. Volume120,946
Financial Highlights & Ratios
PEG Ratio-0.63
Price to Book (P/B)8.02
Price to Sales (P/S)1.68
P/FCF Ratio17.88
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)12.3
Revenue Forecast (FY)¥11.82B
Chatwork Co.Ltd. Business Overview & Revenue Model
Company Description
Operating within Japan, kubell Co., Ltd. delivers business communication solutions primarily focused on chat. The company's activities are organized into two distinct divisions: Chatwork and Security. The Chatwork division provides a comprehensive...
How the Company Makes Money
Chatwork primarily makes money through providing its Chatwork platform as a subscription-based software service (SaaS). Revenue is generated when business customers pay recurring fees to use the service (typically tied to paid plans with additiona...
Chatwork Co.Ltd. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
62
Positive
Cash Flow
74
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 10.27B | 9.53B | 8.47B | 6.49B | 4.59B | 3.37B |
| Gross Profit | 7.38B | 6.60B | 5.84B | 4.15B | 3.20B | 2.38B |
| EBITDA | 1.42B | 1.03B | -741.13M | -390.27M | -540.93M | -592.73M |
| Net Income | 720.41M | 215.05M | -1.17B | -620.44M | -678.53M | -696.19M |
Balance Sheet | ||||||
| Total Assets | 6.97B | 6.68B | 6.11B | 6.27B | 5.39B | 5.17B |
| Cash, Cash Equivalents and Short-Term Investments | 3.62B | 3.46B | 2.91B | 2.10B | 2.85B | 3.20B |
| Total Debt | 687.40M | 931.93M | 1.16B | 1.38B | 865.50M | 467.50M |
| Total Liabilities | 4.40B | 4.68B | 4.52B | 3.85B | 2.53B | 1.77B |
| Stockholders Equity | 2.57B | 2.00B | 1.60B | 2.42B | 2.79B | 3.33B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 896.86M | 1.47B | 469.07M | -295.67M | -479.88M |
| Operating Cash Flow | 0.00 | 937.86M | 1.48B | 469.83M | -283.68M | -475.25M |
| Investing Cash Flow | 0.00 | -585.82M | -650.12M | -1.45B | -517.08M | -786.31M |
| Financing Cash Flow | 0.00 | -156.69M | -14.59M | 236.94M | 450.97M | 2.61B |
Chatwork Co.Ltd. Technical Analysis
Positive
278.00
Price Trends
314.30
Positive
298.04
Positive
320.39
Positive
Market Momentum
11.79
Positive
59.00
Neutral
39.68
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4448, the sentiment is Positive. The current price of 278 is below the 20-day moving average (MA) of 347.40, below the 50-day MA of 314.30, and below the 200-day MA of 320.39, indicating a bullish trend. The MACD of 11.79 indicates Positive momentum. The RSI at 59.00 is Neutral, neither overbought nor oversold. The STOCH value of 39.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4448.
Chatwork Co.Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | ¥20.13B | 19.44 | ― | 3.53% | -2.50% | -17.10% | |
72 Outperform | ¥7.15B | 26.46 | ― | 0.74% | 37.13% | -7.58% | |
68 Neutral | ¥6.81B | 15.20 | ― | ― | 23.42% | 457.78% | |
67 Neutral | ¥7.60B | 45.80 | ― | ― | 7.04% | -67.36% | |
63 Neutral | ¥15.14B | 20.74 | ― | ― | 14.06% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
* Technology Sector Average
JP:4448
Chatwork Co.Ltd.
357.00
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Chatwork Co.Ltd. Corporate Events
kubell Raises FY2026 Outlook as BPaaS and AI Services Fuel Profit Surge
Aug 14, 2026
kubell Co., Ltd. reported solid consolidated performance for the second quarter of FY2026, with revenue up 17.1% year-on-year and a 60.6% surge in profit driven by top-line growth. Revenue in its BPaaS domain expanded sharply by 84.0% year-on-year...
Chatwork Boosts 2026 Profit Outlook While Keeping Dividend at Zero
Aug 14, 2026
Chatwork Co. Ltd. operates in the technology sector, focusing on business communication and collaboration services. The company’s platform is designed to support corporate users, and its shares are listed and actively traded, with more than ...
Kubell Lifts 2026 Earnings Outlook as BPaaS Growth Strategy Gains Traction
Aug 14, 2026
Kubell has revised its full-year consolidated earnings forecast for the year ending December 31, 2026, shifting from percentage growth guidance to specific financial ranges as visibility on performance improves. The company now projects revenue be...
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.