Price history
¥1,207Latest+4.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview
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Key numbersShowing 8 of 19
PER
87.89How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.PBR
3.82How many times the company's net assets? Around 1x is generally considered a benchmark.ROE
4.3%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
¥53bnShare price × number of shares. The value of the entire company.Equity ratio
81.0%The proportion of assets funded by money that does not have to be repaid.Operating margin
19.0%The percentage of revenue remaining from the company’s core business.Revenue growth (3 years)
-36.8%The average annual growth in sales over the past three years.What to watch next
Disclosure of progress in securing underlying demand and recurring revenue, including ARR and revenue recognition, through AI Supply Chain OS (the vertical AI agent business)
July–October 2026 (based on the next quarterly disclosure)Impact HighLikelihood Medium
Verification of reports that agreed ARR for the AI agent business has reached approximately ¥100 million, including the contract structure, recognition criteria and sustainability
Timing of disclosure and reflection in investor relations materials in June–July 2026Impact MediumLikelihood Medium
Confirmation of whether growth in MAU related to クラシルリワード and レシチャレ is translating into purchasing outcomes, including conversions and advertising/promotional revenue
Quarterly, to assess the concurrent trends in MAU and revenueImpact MediumLikelihood High
Growth in the number of partners, campaigns and transaction value of the purchase-guaranteed retail media network launched in August 2025
July–December 2026Impact MediumLikelihood Medium
Emergence of, or proposed mitigation measures for, the impact of platform dependence, including Apple and Google, and changes to distribution channels on growth KPIs
As needed, in connection with changes to terms of service or updates to system availability and service conditionsImpact MediumLikelihood Medium
What to watch next
Who owns itTop holders total 86.8%
Listed holders 86.8%Everyone else 13.2%
LINEヤフー株式会社39.10%
Horie Yusuke (堀江裕介)17.05%
YJ No. 2 Investment Partnership15.45%
株式会社日本カストディ銀行 (Trust Account)5.70%
Suzuki Yuto (鈴木 祐人)2.26%
Nomura Trust and Banking Co., Ltd. (Trust Account)1.98%
The Master Trust Bank of Japan, Ltd. (Trust Account)1.70%
SBI SECURITIES CO., LTD.1.52%
2 other listed holders2.07%
| Holder | Ownership (%) |
|---|---|
| LINEヤフー株式会社 | 39.10 |
| Horie Yusuke (堀江裕介) | 17.05 |
| YJ No. 2 Investment Partnership | 15.45 |
| 株式会社日本カストディ銀行 (Trust Account) | 5.70 |
| Suzuki Yuto (鈴木 祐人) | 2.26 |
| Nomura Trust and Banking Co., Ltd. (Trust Account) | 1.98 |
| The Master Trust Bank of Japan, Ltd. (Trust Account) | 1.70 |
| SBI SECURITIES CO., LTD. | 1.52 |
| 2 other listed holders | 2.07 |
This company's documents
Timely disclosures
- 2026-09-30Notice Regarding the Finalization of the Terms of the Issuance of Subscription Rights to Shares (Paid Stock Options)
- 2026-09-18Frequently Asked Questions from Investors and Our Answers (September 2026)
- 2026-09-11Notice of Speaking at Kabu Berry’s IR Seminar on Thursday, September 17
- 2026-08-24Statutory Post-Closing Disclosure Document (Company Split) (LIVEwith株式会社)
- 2026-08-24Statutory Prior Disclosure Document (Company Demerger) (LIVEwith株式会社)
- 2026-08-21Frequently Asked Questions from Investors and Answers (August 2026)
- 2026-08-19Notice Concerning the Issuance of New Share Subscription Rights (Paid Stock Options)
- 2026-07-30Briefing Materials on Financial Results for the First Quarter of the Fiscal Year Ending March 2027
40 more
- 2026-07-30Summary of Financial Results for the First Quarter of the Fiscal Year Ending March 2027 [Japanese GAAP] (Consolidated)
- 2026-06-30Matters Concerning Controlling Shareholders
- 2026-06-19Frequently Asked Questions from Investors and Answers (June 2026)
- 2026-06-18(Correction) Errata for the 2026 Annual General Meeting of Shareholders Notice of Convocation and Meeting Materials: Notice of Convocation of the 13th Annual General Meeting of Shareholders
- 2026-06-08Notification of Independent Officer Designation
- 2026-06-02Notice of Convocation of the 2026 Annual General Meeting of Shareholders and Meeting Materials
- 2026-05-26Notice of the 6/2 (Tue.) "Company Information Session for Individual Investors (Online)" (hosted by SBI Securities)
- 2026-05-26Notice Regarding the Determination of a Company Split Plan for a Newly Established Company and a Joint Share Transfer Plan
- 2026-05-22Frequently Asked Questions from Investors and Answers (May 2026)
- 2026-05-01Matters Concerning the Business Plan and Growth Potential
- 2026-05-01Full-Year Earnings Presentation for the Fiscal Year Ending March 2026
- 2026-05-01Financial Results for the Fiscal Year Ending March 2026 [Japanese GAAP] (Consolidated)
- 2026-04-28Integration of the Yucho Passbook App and the savings app "レシチャレ"
- 2026-04-21Notice Regarding the Transition to a Company with an Audit and Supervisory Committee
- 2026-03-25Questions Frequently Asked by Investors and Answers (March 2026)
- 2026-03-09東北エリアのローソン1,175店舗限定で「レシチャレ」キャンペーンを開催
- 2026-02-27サンドラッグが「レシチャレ」リテールパートナーに参画
- 2026-02-20投資家の皆様より多く寄せられた質問と回答 (2026年2月)
- 2026-02-16クラシル株式会社、「JPXスタートアップ急成長100指数」の構成銘柄に選定
- 2026-02-10Notice Regarding the Selection of Our Shares as a Stock Lending and Borrowing Issue
- 2026-02-03移動系ポイ活アプリ「LINE WALK」と「クラシルリテールネットワーク」が連携
- 2026-02-03Notice Regarding the Introduction of a Shareholder Benefit Program
- 2026-02-03Fiscal Year Ending March 2026: Third-Quarter Financial Results [Japanese GAAP] (Non-Consolidated)
- 2026-02-03Fiscal Year Ending March 2026: Third-Quarter Financial Results Presentation Materials
- 2026-01-292/5(火)「個人投資家向け会社説明会(オンライン)」開催のお知らせ
- 2025-12-24全社向けNotion AIエージェントワークショップをクラシルにて開催
- 2025-12-22投資家の皆様より多く寄せられた質問と回答 (2025年12月)
- 2025-12-15ライフが「レシチャレ」リテールパートナーに参画
- 2025-11-28Notice Regarding the Acquisition of a Business by Our Subsidiary
- 2025-11-28Notice concerning the acquisition of a business and establishment of a new company
- 2025-11-21投資家の皆様より多く寄せられた質問と回答 (2025年11月)
- 2025-11-12インベスターズガイド公開のお知らせ
- 2025-10-31Presentation Materials for Second-Quarter Results for the Fiscal Year Ending March 2026
- 2025-10-31Second-Quarter (Interim) Financial Results for the Fiscal Year Ending March 2026 [Japanese GAAP] (Non-consolidated)
- 2025-10-29節約アプリ「クラシルリワード」が「レシチャレ」に名称変更
- 2025-09-30Articles of Incorporation 2025/10/01
- 2025-09-29国内最大級のニュースアプリ「SmartNews」と『クラシルリテールネットワーク』が連携
- 2025-09-22投資家の皆様より多く寄せられた質問と回答(2025年9月)
- 2025-09-10dely株式会社 代表取締役社長・堀江裕介が日経CNBC Online「朝エクスプレス トップに聞く」に出演いたします
- 2025-08-29dely株式会社がLINEヤフー株式会社と連携強化 「Yahoo! JAPAN」アプリからクラシルリテールネットワークが利用可能に
Threads
- 2026-09-30Dilution of Share Value Due to the Exercise of Share Acquisition Rights
- 2026-09-18Further Expansion of a Strong User Base
- 2026-09-18Enhancing Service Value and the User Experience
- 2026-09-18Securing and Developing Outstanding Talent and Establishing an Organizational Structure
- 2026-09-18Policy of Prioritizing Growth Investment and Paying No Dividends
- 2026-09-18Cross-App Delivery via the Kurashiru Retail Network
- 2026-09-18Promotion of the Vertical AI Agent Business
- 2026-09-18Productivity gains through the use of AI in-house
43 more
- 2026-08-24Improving the efficiency of management resources and creating synergies between businesses through integrated management of the entertainment business
- 2026-08-21Expanding customer coverage among food and beverage companies and retailers
- 2026-08-21Expansion of promotional support in the procurement (sales promotion) sector
- 2026-08-21Expanding the Discovery and Development of Streamers on LIVEwith
- 2026-08-21Management Based on MAU, Revenue Growth, and Non-GAAP Profit
- 2026-07-30Shift from Advertising Revenue to Performance-Based and Recurring Revenue
- 2026-07-30Inorganic Growth Through M&A
- 2026-07-30Synergy Creation and Business Efficiency Improvements through Post-M&A PMI
- 2026-07-30Business Process Automation with AI Supply Chain OS
- 2026-07-30Securing the Stability of Other Businesses Through the Acquisition of a VTuber Business
- 2026-06-30Reliance on LY Corporation’s control and group synergies
- 2026-06-23Development of a Retail Digital Platform Comprising Multiple Services
- 2026-06-23Human Capital Policy: Positioning People as the Most Important Management Resource
- 2026-06-23Management Response to Sustainability Issues
- 2026-06-23Sustainability-Related Metrics and Human Capital Targets Not Yet Set; Under Consideration
- 2026-06-23Strengthening monitoring and oversight functions through outside officers and the three-pronged audit system
- 2026-06-23Risk Management Committee, Whistleblowing and Audit Systems
- 2026-06-23Changes in advertising market trends driven by economic fluctuations and competition
- 2026-06-23Changes in the Internet Market, Algorithms, and Cookie Regulations
- 2026-06-23Erosion of Competitive Advantage Due to Competing Services and New Market Entrants
- 2026-06-23Dependence on Apple and Google’s App Platforms
- 2026-06-23Dependence on External Live-Streaming Platforms
- 2026-06-23System Failures, Cyberattacks and Unauthorized Access
- 2026-06-23User-Posted Content Safety and Integrity Risks
- 2026-06-23Risks of Deficiencies in Advertising Content and Legal Violations
- 2026-06-23Limited adoption of reward marketing, fewer eligible products, and fraudulent acquisition of coins
- 2026-06-23Investment Recovery Risk for New Businesses and Services
- 2026-06-23M&A integration failure, failure to achieve synergies, and goodwill impairment
- 2026-06-23Dependence on the Founder and Representative Director
- 2026-06-23Insufficient Recruitment and Development of Necessary Personnel
- 2026-06-23Changes in Legal Regulations Affecting Internet-Related Businesses
- 2026-06-23Personal Information Leakage, Tampering and Unauthorized Use
- 2026-06-23Infringement and Dispute Risks Concerning Trademarks and Intellectual Property Rights
- 2026-06-23Similar Businesses, Competition and Information Leakage within the Parent Company Group
- 2026-06-23Stock Liquidity Risk from Parent Company Ownership and Lock-Ups
- 2026-06-23Competition, Quality, Intellectual Property and Regulatory Risks Arising from Advances in AI and Generative AI Technologies
- 2026-06-23Risk of Disputes and Litigation with Third Parties
- 2026-06-19Impact of higher foundation-model costs on AI business profitability
- 2026-05-22Delays and downsizing of promotional projects due to geopolitical risks
- 2026-05-01Achieving Social Impact through BE THE SUN
- 2026-05-01Highly Efficient Reward Marketing Leveraging Customer Data
- 2026-03-25Expansion into foodservice projects and acquisition of new user segments
- 2025-06-27Listing on the Tokyo Stock Exchange Growth Market