Komori
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YE DIGITAL Corporation

2354Information and Communications, Services and OthersMicro cap
1,035JPY-18.1%
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Price history
¥1,035Latest+101.4%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

YE DIGITAL is a corporate group centered on its information services business, providing a comprehensive range of information services. For the interim consolidated accounting period of the fiscal year ending September 2025, revenue was ¥9,527.923 million, down 1.4% year on year, reflecting a decline in revenue due to delays in the timing of contract execution for highly profitable projects in the logistics DX business, among other factors. Operating income was ¥568.306 million, down 11.7% year on year, ordinary income was ¥615.351 million, down 13.0%, and interim net income attributable to owners of the parent was ¥361.350 million, down 18.2%. Total assets were ¥14,400.367 million, net assets were ¥8,445.768 million, and the equity ratio was 54.6%. Interim earnings per share were ¥20.07, and diluted interim earnings per share were ¥18.80. Cash and cash equivalents at the end of the interim period were ¥2,534.761 million. Total research and development expenses were ¥93.971 million.

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Key numbersShowing 8 of 20
PER
129.52How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.56How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.0%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
¥21bnShare price × number of shares. The value of the entire company.
Equity ratio
53.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
6.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
2.7%The average annual growth in sales over the past three years.
What to watch next
AQUA DataFusion(運用監視機能含む)の販売・受注が計画通り積み上がり、粗利率の改善に寄与するか
次四半期〜2027年上期Impact HighLikelihood Medium
COREVIO/COREVIO GRIDの“早期事業化・収益化”が具体的な売上・継続課金として表面化するか
2027年(立上げ加速の反映時期)Impact HighLikelihood Low
物流DX(MMLogiStation等)で後ろ倒しになった好採算案件の進捗が回復し、売上の戻りと利益率が改善するか
次回決算(上期後半〜通期)Impact MediumLikelihood Medium
生成AIの全社展開・DX自動化が原価/工数(開発工数削減等)に結びつき、営業利益率が底打ちするか
From the next quarter through the full yearImpact MediumLikelihood Medium
顧客集中(安川電機売上比率 50.5%)に起因する大型案件の需給変動・条件変更が再燃しないか
Ongoing monitoring, quarterlyImpact HighLikelihood Medium
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Who owns itTop holders total 52.1%
Listed holders 52.1%Everyone else 47.9%
YASKAWA Electric Corporation38.46%
YE DIGITAL Employee Shareholding Association4.06%
株式会社福岡銀行1.44%
Rakuten Securities, Inc. (shared account)1.43%
J.P. Morgan Securities Co., Ltd.1.34%
株式会社ウベモク1.32%
Custody Bank of Japan, Ltd. (Trust Account).1.32%
MSIP CLIENT SECURITIES1.30%
2 other listed holders1.42%
Who owns it
HolderOwnership (%)
YASKAWA Electric Corporation38.46
YE DIGITAL Employee Shareholding Association4.06
株式会社福岡銀行1.44
Rakuten Securities, Inc. (shared account)1.43
J.P. Morgan Securities Co., Ltd.1.34
株式会社ウベモク1.32
Custody Bank of Japan, Ltd. (Trust Account).1.32
MSIP CLIENT SECURITIES1.30
2 other listed holders1.42
This company's documents
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