Lancers, Inc. (4484) AI Stock Analysis

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Lancers, Inc.

(TSE/TYO:4484)

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Rating:62Neutral

Price Target:JPY 272.00▲(5.84% Upside)

Action:reiterated

Date:08/18/26

Lancers, Inc. achieves a moderate overall score driven largely by improving revenue growth, a strong cash flow recovery, and favorable short-term technical momentum. However, a premium valuation multiple and ongoing margin compression present notable risks that limit the stock's broader appeal.

Positive Factors

Revenue RecoveryThe return to 16.7% revenue growth indicates improving demand momentum after two weaker reporting periods. If sustained, stronger sales can broaden the operating base, support reinvestment, and improve the company’s ability to absorb fixed costs over the next several quarters.

Negative Factors

Thin and Declining ProfitabilityThe company is profitable, but its approximately 1.7% net margin leaves limited protection against cost increases or weaker demand. Falling earnings despite revenue growth, together with lower gross margin, suggests operating leverage remains weak and may constrain the durability of the recovery.

Lancers, Inc. (4484) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 4.09B
Dividend Yield: 0.78%
Average Volume (3M): 13.77K
Price to Earnings (P/E): 39.4
Beta (1Y): 0.58
Revenue Growth: 16.33%
EPS Growth: -38.56%
Country: Japan
Employees: 150
Sector: Technology
Sector Strength: 61
Industry: Software - Application

Lancers, Inc. Business Overview & Revenue Model

Company Description

Lancers, Inc. specializes in delivering crowdsourcing services, primarily through its robust freelance talent ecosystem. The company's core offering, Lancers, serves as a platform connecting organizations in need of external expertise with individual...

Lancers, Inc. Financial Statement Overview

Summary

Financial performance is stabilizing, marked by 16.7% revenue growth and a strong rebound in operating and free cash flow generation. However, consistent gross margin compression and a thin net profit margin of 1.6% limit the score.

Income Statement

62Positive

Balance Sheet

68Positive

Cash Flow

65Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2026	Mar 2025	Mar 2024	Mar 2023
Income Statement
Total Revenue	4.82B	4.59B	5.44B	4.57B	4.81B	4.07B
Gross Profit	2.05B	2.05B	2.13B	2.20B	2.27B	2.00B
EBITDA	272.30M	279.90M	260.84M	220.23M	-114.43M	-579.59M
Net Income	172.53M	176.88M	91.04M	111.12M	-238.63M	-672.37M
Balance Sheet
Total Assets	3.59B	3.28B	3.66B	3.52B	3.07B	2.84B
Cash, Cash Equivalents and Short-Term Investments	2.03B	1.77B	2.09B	1.92B	1.35B	1.65B
Total Debt	847.82M	592.69M	791.11M	661.43M	415.06M	0
Total Liabilities	2.18B	1.93B	2.26B	2.34B	2.12B	1.65B
Stockholders Equity	1.41B	1.36B	1.41B	1.18B	957.39M	1.19B
Cash Flow
Free Cash Flow	0	0	365.46M	221.45M	-473.66M	-480.91M
Operating Cash Flow	0	-37.50M	371.33M	316.50M	-324.59M	-313.24M
Investing Cash Flow	0	-50.93M	-115.74M	-94.97M	-298.64M	-145.28M
Financing Cash Flow	0	-68.74M	139.82M	353.91M	317.74M	14.88M

Lancers, Inc. Technical Analysis

Technical Analysis SentimentNegative

Last Price257.00

Price Trends

50DMA286.72Negative

100DMA284.24Negative

200DMA287.21Negative

Market Momentum

MACD-5.35Positive

RSI29.49Positive

STOCH43.16Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4484, the sentiment is Negative. The current price of 257.00 is below the 20-day moving average (MA) of 276.40, below the 50-day MA of 286.72, and below the 200-day MA of 287.21, indicating a bearish trend. The MACD of -5.35 indicates Positive momentum. The RSI at 29.49 is Positive, neither overbought nor oversold. The STOCH value of 43.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4484.

Lancers, Inc. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

JP:4484 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:4477	74Outperform	JPY 37.86B	16.25	―	1.56%	36.14%	304.76%
JP:4448	63Neutral	JPY 13.69B	18.75	―	―	14.06%	―
JP:4484	62Neutral	JPY 4.18B	39.36	―	0.78%	16.33%	-38.56%
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
JP:9215	61Neutral	JPY 1.89B	51.34	―	―	16.55%	37.63%
JP:5027	59Neutral	JPY 44.13B	34.26	―	0.28%	28.94%	-29.21%
JP:5033	59Neutral	JPY 7.75B	46.70	―	―	7.04%	-67.36%

* Technology Sector Average

Performance Comparison

JP:4484 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:4484	Lancers, Inc.	257.00	-26.13	-9.23%
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:5033	Nulab Inc.	1195.00	430.00	56.21%
JP:9215	CaSy Co.,Ltd.	998.00	-114.00	-10.25%

Lancers, Inc. Corporate Events

Lancers Reports Fiscal 2027 First-Two-Quarter Results

Nov 12, 2026

Lancers, Inc. reported net sales of 2,656 million yen for the first two quarters of fiscal 2027, up 6.8% year on year, while operating profit rose 50.7% to 55 million yen, ordinary profit increased 48.8% to 62 million yen, and profit attributable to...

Lancers Delivers Strong Q1 Recovery and Lifts Fiscal 2027 Earnings Outlook

Aug 14, 2026

Lancers, Inc. reported a strong start to fiscal 2027, with first-quarter net sales rising 15.5% year on year to 1,366 million yen and operating profit surging more than threefold to 44 million yen, reversing last year’s sharp profit declines. Profit...

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 18, 2026

Lancers, Inc. AI Stock Analysis