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itsumo.inc. (JP:7694)
:7694
Japanese Market
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itsumo.inc. (7694) AI Stock Analysis

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JP:7694

itsumo.inc.

(7694)

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Neutral 52 (OpenAI - Gpt-5.6Sol)
Rating:52Neutral
Price Target:
¥522.00
▼(-1.32% Downside)
Action:Reiterated
Date:08/18/26
The score is held back primarily by weak and inconsistent cash flow (notably negative operating cash flow in 2026) and elevated leverage, despite strong revenue growth. Technical momentum is supportive and valuation appears reasonable based on the provided P/E, but financial quality risks dominate the overall assessment.
Positive Factors
Strong Revenue Growth
Strong top-line expansion indicates continued demand and business activity. If the company can improve conversion of sales into profit and cash, this growth provides a durable platform for operating leverage and broader market development.
Negative Factors
Weak and Inconsistent Cash Generation
Repeatedly negative operating cash flow shows that reported growth and earnings are not reliably converting into liquidity. Persistent cash deficits can increase reliance on external financing and constrain investment, resilience, and long-term execution.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
Strong top-line expansion indicates continued demand and business activity. If the company can improve conversion of sales into profit and cash, this growth provides a durable platform for operating leverage and broader market development.
Read all positive factors

itsumo.inc. (7694) vs. iShares MSCI Japan ETF (EWJ)

itsumo.inc. Business Overview & Revenue Model

Company Description
Established in Tokyo in 2007, Itsumo.inc. delivers an extensive array of direct-to-consumer (D2C) and e-commerce marketing services to Japanese brand manufacturers. The company's comprehensive offerings encompass strategic planning, digital market...
How the Company Makes Money
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itsumo.inc. Financial Statement Overview

Summary
Income statement shows strong revenue growth (+29.1% in 2026) but volatile and thin profitability (loss in 2025, small profit in 2026). Balance sheet leverage is elevated (debt ~3.8B vs equity ~2.5B), reducing financial flexibility. Cash flow is the main drag with operating cash flow meaningfully negative in 2026 (~-1.55B) and inconsistent over multiple years, raising financing and earnings-quality risk.
Income Statement
58
Neutral
Balance Sheet
52
Neutral
Cash Flow
28
Negative
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue17.88B13.94B13.86B12.31B11.65B
Gross Profit6.74B2.98B3.27B3.06B3.03B
EBITDA496.36M196.51M405.92M188.62M703.62M
Net Income157.98M-98.09M258.96M-219.83M361.14M
Balance Sheet
Total Assets9.56B8.64B7.42B6.60B6.93B
Cash, Cash Equivalents and Short-Term Investments928.55M2.93B2.13B2.70B4.12B
Total Debt3.81B4.12B2.90B2.50B2.94B
Total Liabilities7.02B6.28B4.97B4.40B4.52B
Stockholders Equity2.54B2.36B2.45B2.20B2.41B
Cash Flow
Free Cash Flow-1.57B61.30M-782.97M-347.01M388.81M
Operating Cash Flow-1.55B65.31M-609.17M-344.31M399.82M
Investing Cash Flow-167.81M-486.29M-356.31M-650.34M-925.65M
Financing Cash Flow-281.09M1.22B376.18M-429.20M1.89B

itsumo.inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price529.00
Price Trends
50DMA
449.52
Positive
100DMA
511.86
Negative
200DMA
580.00
Negative
Market Momentum
MACD
15.87
Negative
RSI
56.75
Neutral
STOCH
27.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7694, the sentiment is Positive. The current price of 529 is above the 20-day moving average (MA) of 473.20, above the 50-day MA of 449.52, and below the 200-day MA of 580.00, indicating a neutral trend. The MACD of 15.87 indicates Negative momentum. The RSI at 56.75 is Neutral, neither overbought nor oversold. The STOCH value of 27.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7694.

itsumo.inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
66
Neutral
¥3.65B9.411.70%1.54%0.12%
65
Neutral
¥3.88B7.933.69%-3.57%-2.36%
63
Neutral
¥6.68B17.174.39%1.99%114.51%
57
Neutral
¥5.77B32.762.72%-3.93%11.47%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
53
Neutral
¥3.16B15.663.30%-2.64%-18.75%
52
Neutral
¥2.99B11.9839.93%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:7694
itsumo.inc.
501.00
-316.00
-38.68%
JP:3948
Hikari Business Form Co., Ltd.
1,163.00
-45.50
-3.76%
JP:3958
Sasatoku Printing Co.,Ltd.
552.00
24.66
4.68%
JP:7805
PRINTNET INC.
746.00
33.00
4.63%
JP:7916
Mitsumura Printing Co., Ltd.
1,920.00
493.84
34.63%
JP:7919
Nozaki Insatsu Shigyo Co., Ltd.
226.00
38.90
20.79%
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