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f-code Inc. (JP:9211)
:9211
Japanese Market
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f-code Inc. (9211) AI Stock Analysis

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JP:9211

f-code Inc.

(9211)

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Outperform 73 (OpenAI - Gpt-5.6Sol)
Rating:73Outperform
Price Target:
¥1,709.00
▲(14.54% Upside)
Action:Upgraded
Date:08/21/26
The score is driven primarily by solid fundamentals—especially strong 2025 revenue growth and healthy gross/operating margins—tempered by higher leverage and noticeable margin compression. Technicals are supportive with positive momentum and price above key moving averages. Valuation is favorable with a low P/E, adding to the overall attractiveness.
Positive Factors
Strong Revenue Growth
The sharp acceleration in revenue indicates strong demand and expanding commercial reach. If the company can maintain this level of adoption, higher scale should support broader market presence and reinforce its growth trajectory over the next several quarters.
Negative Factors
Elevated Leverage
The higher debt burden reduces financial flexibility and increases sensitivity to earnings volatility. If growth or profitability weakens, a debt-heavy capital structure could constrain investment capacity and raise execution risk relative to a less leveraged model.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
The sharp acceleration in revenue indicates strong demand and expanding commercial reach. If the company can maintain this level of adoption, higher scale should support broader market presence and reinforce its growth trajectory over the next several quarters.
Read all positive factors

f-code Inc. (9211) vs. iShares MSCI Japan ETF (EWJ)

f-code Inc. Business Overview & Revenue Model

Company Description
Headquartered in Tokyo, Japan, f-Code Inc. specializes in providing digital services to businesses throughout the country, focusing on customer acquisition and development. A core offering is their CODE marketing cloud, a Software-as-a-Service (Sa...
How the Company Makes Money
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f-code Inc. Financial Statement Overview

Summary
Strong 2025 revenue growth (+43.7% YoY) and solid profitability (gross margin ~59.7%, operating margin ~15.9%) support the score. Offsetting factors are meaningful margin compression in 2025 (net margin down to ~12.2% from ~17.7%) and a more debt-heavy balance sheet (debt-to-equity ~1.76), which increases financial risk despite decent cash conversion (FCF ~99% of net income in 2025).
Income Statement
78
Positive
Balance Sheet
57
Neutral
Cash Flow
64
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue13.43B11.94B5.13B2.48B1.07B660.57M
Gross Profit7.73B7.13B2.75B1.40B593.29M402.83M
EBITDA2.30B2.11B1.24B711.17M172.44M163.69M
Net Income1.59B1.45B905.74M479.70M69.35M152.31M
Balance Sheet
Total Assets31.66B26.45B21.82B10.98B3.28B843.31M
Cash, Cash Equivalents and Short-Term Investments8.35B8.09B6.24B4.04B977.96M601.58M
Total Debt13.79B13.04B7.53B5.72B1.96B178.03M
Total Liabilities23.95B19.71B15.72B7.66B2.59B351.45M
Stockholders Equity7.99B7.54B6.73B3.19B689.63M491.85M
Cash Flow
Free Cash Flow0.001.33B911.38M860.21M96.70M99.83M
Operating Cash Flow0.001.35B916.49M878.18M120.51M102.92M
Investing Cash Flow0.00-4.46B-2.88B-3.40B-1.44B-16.47M
Financing Cash Flow0.004.93B4.16B5.59B1.69B189.17M

f-code Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
88
Outperform
¥29.77B11.375.35%4.88%-5.77%
74
Outperform
¥20.40B16.869.87%5.72%30.74%
73
Outperform
¥18.62B11.3580.07%40.93%
69
Neutral
¥18.74B7.532.01%-2.12%-14.54%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
46
Neutral
¥31.97B-21.861.72%-565.20%
43
Neutral
¥10.28B5.3610.01%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9211
f-code Inc.
1,498.00
-967.00
-39.23%
JP:4499
Speee, Inc.
2,587.00
-170.00
-6.17%
JP:6094
FreakOut Holdings, Inc.
585.00
77.00
15.16%
JP:6535
i-mobile Co., Ltd.
505.00
-100.38
-16.58%
JP:7095
Macbee Planet Inc
1,276.00
-1,148.96
-47.38%
JP:9782
DMS INC.
3,490.00
382.70
12.32%

f-code Inc. Corporate Events

F-code Inc. Posts Strong Q2 Results and Ramps Up M&A-Led Growth Strategy
Aug 14, 2026
F-code Inc. reported strong results for the second quarter of fiscal 2026, with revenue reaching ¥8.20 billion, about 1.6 times year-on-year, and operating profit rising to ¥1.64 billion, roughly 1.4 times year-on-year. Management highli...
F-code Delivers Strong First-Half Growth and Confirms 2026 Outlook
Aug 14, 2026
F-code Inc. reported strong interim results for the six months ended June 30, 2026, with revenue climbing 57.3% year on year to ¥8.2 billion and operating profit rising 41.6%. Profit attributable to owners of the parent grew 35.3%, lifting ba...
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 21, 2026