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ibis inc. (9343) AI Stock Analysis
ibis inc.
(TSE/TYO:9343)
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.
ibis inc. (9343) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 14.12B
- Dividend Yield
- 1.31%
- Average Volume (3M)
- 49.46K
- Price to Earnings (P/E)
- 15.1
- Beta (1Y)
- 0.53
- Revenue Growth
- 21.02%
- EPS Growth
- 9.92%
- Country
- Japan
- Employees
- 356
- Sector
- General
- Sector Strength
- 55
- Industry
- Software - Application
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 professional...
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
Strong profitability and a clear earnings rebound, supported by high recent margins and a very low-leverage balance sheet with high ROE. The main offset is weaker cash-flow reliability, including the reported 2025 free-cash-flow drop to zero and softer earnings-to-cash conversion.
Income Statement
86Very PositiveBalance Sheet
90Very PositiveCash Flow
68Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.64B | 5.01B | 4.63B | 4.09B | 3.40B | 2.74B |
| Gross Profit | 3.47B | 3.05B | 2.79B | 2.59B | 2.37B | 1.88B |
| EBITDA | 1.48B | 1.37B | 1.27B | 494.28M | 286.38M | 134.43M |
| Net Income | 928.76M | 848.97M | 839.29M | 288.57M | 168.69M | 72.31M |
Balance Sheet | ||||||
| Total Assets | 4.62B | 4.19B | 3.20B | 2.11B | 1.29B | 952.33M |
| Cash, Cash Equivalents and Short-Term Investments | 2.46B | 2.08B | 2.23B | 1.23B | 594.76M | 305.57M |
| Total Debt | 14.80M | 69.22M | 43.65M | 74.74M | 109.12M | 243.50M |
| Total Liabilities | 1.45B | 1.29B | 1.07B | 819.69M | 857.92M | 689.66M |
| Stockholders Equity | 3.17B | 2.90B | 2.13B | 1.29B | 431.36M | 262.67M |
Cash Flow | ||||||
| Free Cash Flow | 0 | 0 | 1.07B | 193.79M | 466.28M | -4.69M |
| Operating Cash Flow | 0 | 961.40M | 1.20B | 307.59M | 553.49M | 43.87M |
| Investing Cash Flow | 0 | -977.56M | -144.88M | -192.83M | -129.91M | -58.80M |
| Financing Cash Flow | 0 | -133.71M | -62.43M | 520.29M | -134.38M | -135.38M |
ibis inc. Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9343, the sentiment is Negative. The current price of 764.00 is below the 20-day moving average (MA) of 766.05, below the 50-day MA of 780.16, and above the 200-day MA of 740.94, indicating a neutral trend. The MACD of -4.61 indicates Negative momentum. The RSI at 46.46 is Neutral, neither overbought nor oversold. The STOCH value of 56.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9343.
ibis inc. Peers Comparison
Overall Rating
JP:449576Outperform- JP:934373Outperform
JP:444872Outperform
JP:216967Neutral
JP:444650Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:4495 | 76Outperform | JPY 10.34B | 13.03 | ― | 2.64% | 18.43% | 36.26% |
| JP:9343 | 73Outperform | JPY 14.12B | 15.11 | ― | 1.31% | 21.02% | 9.92% |
| JP:4448 | 72Outperform | JPY 14.50B | 19.86 | ― | ― | 14.06% | ― |
| JP:2169 | 67Neutral | JPY 11.71B | 38.46 | ― | 4.31% | -18.38% | -66.70% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| JP:4446 | 50Neutral | JPY 9.71B | -17.50 | ― | ― | -0.72% | -474.84% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:9343 | ibis inc. | 764.00 | 86.65 | 12.79% | |
| JP:2169 | CDS Co., Ltd. | 1717.00 | -13.25 | -0.77% | |
| JP:4446 | Link-U Group Inc. | 685.00 | -366.00 | -34.82% | |
| JP:4448 | Chatwork Co.Ltd. | 340.00 | -53.00 | -13.49% | |
| JP:4495 | i Cubed Systems.Inc. | 1947.00 | -292.27 | -13.05% |
ibis inc. Corporate Events
ibis inc. Boosts Recurring Revenue as Q2 Subscription Sales Hit Record High
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 into a...
Ibis Inc. Delivers Strong First-Half Earnings and Confirms 2026 Forecasts
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 per s...
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 11, 2026