TipRanks
Go Ultimate55% OFF

POPER Co., Ltd. (5134) AI Stock Analysis

JP:5134

POPER Co., Ltd.

(TSE/TYO:5134)

Select Model
Rating:65Neutral
Price Target:JPY 449.00â–²(8.45% Upside)
Action:reiterated
Date:08/06/26

The score is driven primarily by strong financial performance (improving profitability, expanding margins, solid cash flow generation, and reduced leverage). This is partially offset by weak technical conditions (price below key moving averages with negative MACD and sub-50 RSI) and a relatively high P/E without dividend support.

Positive Factors
Expanding profitability and marginsThe substantial improvement in gross and net margins indicates stronger operating efficiency and better monetization of revenue. If maintained, this profitability base can support reinvestment, improve resilience, and allow earnings to grow faster than sales over the next several quarters.
Negative Factors
Slowing revenue growthSlowing top-line expansion can limit the pace at which operating leverage and total earnings compound, even when margins improve. Continued moderation would place greater pressure on efficiency gains and could make it harder for the company to sustain strong long-term profit growth.

POPER Co., Ltd. (5134) vs. iShares MSCI Japan ETF (EWJ)

-60%-40%-20%0%20%40%JP:5134-51.00%EWJ+17.00%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
JPY 1.62B
Dividend Yield
―
Average Volume (3M)
4,591
Price to Earnings (P/E)
80.7
Beta (1Y)
0.10
Revenue Growth
4.58%
EPS Growth
-92.04%
Country
Japan
Employees
85
Sector
General
Sector Strength
55
Industry
Software - Application

POPER Co., Ltd. Business Overview & Revenue Model

Company Description

Established in Tokyo, Japan, in 2015, POPER Co.,Ltd. develops and supplies a specialized business management platform for the nation's educational institutions. Its flagship product, Comiru, is a Software-as-a-Service (SaaS) solution crafted to strea...

POPER Co., Ltd. Financial Statement Overview

Summary

Strong overall fundamentals: profitability has improved materially (net margin reaching 10% in 2025) and gross margin expanded to 75.2% by 2025. Cash flow trends are solid with rising operating and free cash flow and strong cash-to-earnings conversion. Balance sheet risk has decreased meaningfully as leverage fell (debt-to-equity down to 0.15 in 2025), though slowing revenue growth is a key watch item.

Income Statement

78Positive

Balance Sheet

72Positive

Cash Flow

80Positive
Financial statement breakdown
BreakdownTTMOct 2025Oct 2024Oct 2023Oct 2022Oct 2021
Income Statement
Total Revenue1.41B1.39B1.07B829.20M665.33M442.88M
Gross Profit1.01B1.04B797.59M610.61M476.24M301.73M
EBITDA71.27M165.61M81.63M37.44M-22.92M-176.89M
Net Income20.02M138.76M83.66M26.41M7.93M-184.91M
Balance Sheet
Total Assets1.21B1.24B1.07B878.44M695.81M346.71M
Cash, Cash Equivalents and Short-Term Investments782.77M848.90M705.96M659.60M505.58M213.64M
Total Debt79.74M128.81M186.73M114.50M163.93M176.97M
Total Liabilities316.69M367.08M347.20M240.62M289.21M270.65M
Stockholders Equity892.63M875.70M723.39M637.82M406.60M76.06M
Cash Flow
Free Cash Flow212.23M212.23M51.58M3.03M-14.78M-159.79M
Operating Cash Flow213.21M213.21M61.01M8.17M-13.31M-158.70M
Investing Cash Flow-21.46M-21.46M-87.80M-9.54M-4.48M-23.22M
Financing Cash Flow-48.81M-48.81M73.16M155.38M309.72M71.49M

POPER Co., Ltd. Technical Analysis

Technical Analysis SentimentNegative
Last Price414.00

Price Trends

50DMA458.18Negative
100DMA480.44Negative
200DMA498.86Negative

Market Momentum

MACD-12.32Positive
RSI32.11Neutral
STOCH40.95Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5134, the sentiment is Negative. The current price of 414.00 is below the 20-day moving average (MA) of 434.00, below the 50-day MA of 458.18, and below the 200-day MA of 498.86, indicating a bearish trend. The MACD of -12.32 indicates Positive momentum. The RSI at 32.11 is Neutral, neither overbought nor oversold. The STOCH value of 40.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:5134.

POPER Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

JP:5134 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:4060JP:406072OutperformJPY 6.63B24.56―0.79%37.13%-7.58%
JP:4448JP:444872OutperformJPY 14.50B19.86――14.06%―
JP:5033JP:503366NeutralJPY 7.96B47.99――7.04%-67.36%
JP:5134JP:513465NeutralJPY 1.65B80.69――4.58%-92.04%
JP:4397JP:439761NeutralJPY 6.01B16.11――23.50%2.72%
JP:4484JP:448458NeutralJPY 4.48B45.92―0.72%20.67%-37.51%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%

* General Sector Average

Performance Comparison

-50%-25%0%25%50%JP:5134JP:4060JP:4397JP:4448JP:4484JP:5033Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
JP:5134 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:5134POPER Co., Ltd.418.00-432.00-50.82%
JP:4060rakumo Inc.1136.0030.042.72%
JP:4397TeamSpirit, Inc.364.00-143.00-28.21%
JP:4448Chatwork Co.Ltd.340.00-53.00-13.49%
JP:4484Lancers, Inc.276.00-12.10-4.20%
JP:5033Nulab Inc.1228.00465.0060.94%
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