Komori
O

ORO Co.,Ltd.

3983Information and Communications, Services and OthersSmall cap
1,944JPY+2.8%
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Price history
¥1,944Latest-42.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

ORO Co.,Ltd. is an information services company focused on its Cloud Solutions and Marketing Solutions businesses. It supports customers’ digitalization and digital transformation by combining cloud solutions centered on ZAC, a cloud ERP system, and Re Reforma PSA, with marketing solutions that provide strategic planning, execution and effectiveness measurement for data-driven web advertising, website and digital content production, application planning and development, and strategic planning and operational support for the use of social media. In research and development, the company is advancing the development and provision of new products and services to address demand for AI applications, while seeking to win new customers and enhance value through measures including stronger recruitment and deeper engagement with key customers. For the interim period, revenue increased from the first half of the 28th fiscal year to the first half of the 29th fiscal year, while operating profit, profit before tax, interim profit attributable to owners of the parent and interim comprehensive income also increased. Performance by segment, namely the Cloud Solutions business and the Marketing Solutions business, is as follows.

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Key numbersShowing 8 of 20
PER
30.28How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
3.04How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
10.0%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
¥30bnShare price × number of shares. The value of the entire company.
Equity ratio
73.7%The proportion of assets funded by money that does not have to be repaid.
Operating margin
31.0%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
11.5%The average annual growth in sales over the past three years.
What to watch next
Evidence of improved LTV following ZAC’s shift from a purchase-based model to a SaaS model, including confirmation of changes in recurring billing and the quality of the revenue mix
The next 1–2 quarters through the full-year resultsImpact HighLikelihood Medium
Launch and expansion of high-value-added features using generative AI, including increased upselling to existing customers and new deployments
The next 2–4 quartersImpact MediumLikelihood Medium
Progress in overseas sales, particularly in Vietnam, including accumulated deployments against the target of commencing overseas sales in 2026
Second half of 2026 to 2027Impact MediumLikelihood Medium
Confirmation of the earnings contribution from expanded Reforma PSA functionality, such as the launch of a document-management option
The next quarters onwardImpact LowLikelihood Medium
Changes in sensitivity to foreign exchange movements affecting U.S.-dollar-denominated assets and the extent to which they are reflected in the earnings plan
Quarterly, at each period-endImpact LowLikelihood High
What to watch next
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