Komori
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Information Strategy and Technology Co.,Ltd.

155AInformation and Communications, Services and OthersMicro cap
798JPY+5.6%
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Price history
¥798Latest-21.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Information Strategy and Technology Co., Ltd. group’s core business is providing IT services centered on digital transformation (DX). It offers solutions that support DX and promotes a “Zero-Order DX” approach focused on in-house DX. Centered on a generative AI-based AI-Driven Development Life Cycle (AI-DLC) and AI-driven development, the group operates a business model focused on creating value in collaboration with customers. In April 2026, it acquired 80.0% of the shares of 株式会社ピープルドット, making the company a consolidated subsidiary and bringing the group to 4 companies, including the subsidiary. The company has resolved to acquire the shares of Flyby and Flyby Management, with the acquisition targeted for January 2027, and is proceeding with plans to acquire and integrate both companies. It is strengthening its competitiveness through technology and collaboration by training AI-related personnel at its laboratory, enhancing practical capabilities in AI-DLC, and receiving awards at AWS-related events.

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Key numbersShowing 8 of 19
PER
44.52How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
4.28How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
9.6%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥8.3bnShare price × number of shares. The value of the entire company.
Equity ratio
39.2%The proportion of assets funded by money that does not have to be repaid.
Operating margin
7.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
75.0%The average annual growth in sales over the past three years.
What to watch next
Whether the growth in WhiteBox PayAssist's closed-beta usage balances continues and is reflected in the revenue model through subscriptions, usage-based charges and related sales
Second half of 2026 through fiscal 2027Impact HighLikelihood Medium
Whether the order intake and revenue contribution from Zero-stage ACE, an accompanied development solution, become visible after its launch
From the quarter following the launch on 2026-06-30 through the subsequent fiscal yearImpact MediumLikelihood Medium
Progress on post-merger integration following PeopleDot's conversion into a consolidated subsidiary, including goodwill, integration costs and profitability improvement
Second half of 2026 to first half of 2027Impact MediumLikelihood Medium
Whether the acquisition and integration of Flyby and Flyby Management, targeted for around January 2027, proceed as planned
Around January 2027Impact MediumLikelihood Low
Whether the AI-driven development lifecycle (AI-DLC) and AI CoE operations are reflected in project pricing and labor efficiency, including gross and operating margins
Second half of 2026 to 2027Impact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 75.0%
Listed holders 75.0%Everyone else 25.0%
Takai Jun (髙井 淳)35.64%
株式会社ISTホールディングス33.93%
情報戦略テクノロジー Employee Stock Ownership Association2.90%
礒谷 幸始2.56%
Who owns it
HolderOwnership (%)
Takai Jun (髙井 淳)35.64
株式会社ISTホールディングス33.93
情報戦略テクノロジー Employee Stock Ownership Association2.90
礒谷 幸始2.56
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