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ibis inc.
(9343)
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Rating:73Outperform
Price Target:
¥937.00
▲(31.42% Upside)
Action:Reiterated
Date:08/11/26
The score is driven primarily by strong financial quality (high profitability, improved scale, and a notably de-risked balance sheet), partly offset by cash-flow consistency concerns. Technicals are mixed with near-term weakness versus short-term averages, while valuation appears reasonable with a moderate P/E and a modest dividend yield.
Positive Factors
Revenue Growth
Strong recent growth indicates continued user monetization and market adoption of ibisPaint. Expanding revenue provides operating leverage and supports investment in product development, distribution, and creator-focused features over the medium term.
Negative Factors
Unreliable Free Cash Flow
The gap between accounting earnings and cash generation reduces confidence in earnings quality and limits internally funded investment. If working-capital movements or reinvestment needs persist, future growth could require greater cash management discipline.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Strong recent growth indicates continued user monetization and market adoption of ibisPaint. Expanding revenue provides operating leverage and supports investment in product development, distribution, and creator-focused features over the medium term.
Read all positive factors
ibis inc. (9343) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥15.21B
Dividend Yield1.22%
Average Volume (3M)61.79K
Price to Earnings (P/E)16.3
Beta (1Y)0.36
Revenue Growth21.02%
EPS Growth9.92%
CountryJP
Employees356
SectorGeneral
Sector StrengthN/A
IndustrySoftware - Application
Share Statistics
EPS (TTM)50.11
Shares Outstanding18,487,116
10 Day Avg. Volume85,710
30 Day Avg. Volume61,790
Financial Highlights & Ratios
PEG Ratio-0.19
Price to Book (P/B)4.50
Price to Sales (P/S)2.61
P/FCF Ratio0.00
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)54.3
Revenue Forecast (FY)¥6.30B
ibis inc. Business Overview & Revenue Model
Company Description
Founded in 2000 and based in Nagoya, Japan, Ibis Inc. operates as a global engineering firm with expertise in mobile technology. The company's offerings include the development of the ibisPaint mobile application, alongside providing IT profession...
How the Company Makes Money
ibis inc. primarily generates revenue from its “ibisPaint” business. Key monetization mechanisms include: (1) Advertising: the app displays ads (including video ads) and the company earns advertising revenue tied to impressions and user engagement...
ibis inc. Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
90
Very Positive
Cash Flow
68
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.30B | 5.01B | 4.63B | 4.09B | 3.40B | 2.74B |
| Gross Profit | 3.24B | 3.05B | 2.79B | 2.59B | 2.37B | 1.88B |
| EBITDA | 1.47B | 1.37B | 1.26B | 494.28M | 286.38M | 134.43M |
| Net Income | 919.17M | 848.97M | 839.29M | 288.57M | 168.69M | 72.31M |
Balance Sheet | ||||||
| Total Assets | 4.15B | 4.19B | 3.20B | 2.11B | 1.29B | 952.33M |
| Cash, Cash Equivalents and Short-Term Investments | 2.05B | 2.08B | 2.23B | 1.23B | 594.76M | 305.57M |
| Total Debt | 18.40M | 69.22M | 43.65M | 74.74M | 109.12M | 243.50M |
| Total Liabilities | 1.17B | 1.29B | 1.07B | 819.69M | 857.92M | 689.66M |
| Stockholders Equity | 2.98B | 2.90B | 2.13B | 1.29B | 431.36M | 262.67M |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 0.00 | 1.07B | 193.79M | 466.28M | -4.69M |
| Operating Cash Flow | 0.00 | 961.40M | 1.20B | 307.59M | 553.49M | 43.87M |
| Investing Cash Flow | 0.00 | -977.56M | -144.88M | -192.83M | -129.91M | -58.80M |
| Financing Cash Flow | 0.00 | -133.71M | -62.43M | 520.29M | -134.38M | -135.38M |
ibis inc. Technical Analysis
Positive
713.00
Price Trends
778.92
Positive
765.98
Positive
723.56
Positive
Market Momentum
11.21
Negative
58.54
Neutral
55.81
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9343, the sentiment is Positive. The current price of 713 is below the 20-day moving average (MA) of 786.95, below the 50-day MA of 778.92, and below the 200-day MA of 723.56, indicating a bullish trend. The MACD of 11.21 indicates Negative momentum. The RSI at 58.54 is Neutral, neither overbought nor oversold. The STOCH value of 55.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9343.
ibis inc. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | ¥10.81B | 13.63 | ― | 2.53% | 18.43% | 36.26% | |
73 Outperform | ¥15.21B | 16.28 | ― | 1.22% | 21.02% | 9.92% | |
67 Neutral | ¥11.74B | 38.55 | ― | 4.30% | -18.38% | -66.70% | |
63 Neutral | ¥15.14B | 20.74 | ― | ― | 14.06% | ― | |
61 Neutral | ¥4.13B | 0.94 | ― | 2.75% | 24.07% | 459.86% | |
61 Neutral | ¥11.94B | 52.76 | ― | ― | -4.18% | 127.39% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:9343
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ibis inc. Corporate Events
ibis inc. Boosts Recurring Revenue as Q2 Subscription Sales Hit Record High
Aug 10, 2026
ibis inc. reported strong second-quarter fiscal 2026 performance, with subscription billing sales climbing 66.4% year over year to 450 million yen and ibisPaint subscriptions rising nearly 60% to 484,500, underscoring the company’s shift int...
Ibis Inc. Delivers Strong First-Half Earnings and Confirms 2026 Forecasts
Aug 10, 2026
Ibis Inc. reported strong consolidated results for the six months ended June 30, 2026, with net sales rising 26.5% year on year to ¥3,008 million and profit attributable to owners of the parent climbing 19.6% to ¥456 million. Earnings pe...
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.