HEROZ,Inc. (4382)

Price history

¥1,385Latest-3.8%

Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis

Business overview

Under its basic policy of creating services that surprise the world, the Group develops AI-powered solutions for both B2C and B2B markets. It promotes the AI revolution (AIX) by leveraging AI, SaaS and security-related technologies, and aims to establish the de facto standard centered on AI agents. As of April 2026, its 4 consolidated subsidiaries were Vario Secure Inc., ㈱エーアイスクエア, ㈱ティファナ・ドットコム and VOIQ株式会社. On 14 April 2026, the Group resolved to make Vario Secure Inc. a wholly owned subsidiary through a share exchange, effective 30 June 2026. Vario Secure Inc.'s listing on the Tokyo Stock Exchange Standard Market was delisted effective 26 June 2026. Effective 1 May 2026, the Group made AKMコンサルティング株式会社 a consolidated subsidiary by acquiring 70.0% of its issued shares. To strengthen its business base in the AI and SaaS fields, the Group is accelerating the development, implementation and deployment of AI agents and optimizing its portfolio. The AI market is expanding amid the generative AI boom and the spread of LLMs, while the adoption and implementation of AIX are advancing. Resources are being concentrated in the two key areas of the HEROZ Cowork concept and AI Security Cowork. HEROZ's full-scale SaaS product, HEROZ ASK, was officially launched in May 2024. The cumulative number of contracted customers was approximately 430 as of the end of April 2026, while ARR exceeded ¥100 million in October 2025 and ¥200 million in April 2026. The Group has expanded its shogi-related product portfolio through events including KISHIN Analytics, KISHIN Learning, the KISHIN European Tournament and the OKAMURA Grand Championship. The cumulative number of games played on Shogi Wars reached 1.1 billion as of December 2025. Shogi Wars MAU and game volume continue to increase. In June 2026, the Group released Tsumebato, a new mode that automatically extracts tsume-shogi problems. VOIQ expanded its inside-sales support business and released the beta version of bizReel. AKMコンサルティング株式会社 strengthened its back-office BPO business and is promoting the replacement of business processes with AI agents.

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Key numbersShowing 8 of 18

PER

59.45How 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

6.4%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

¥22bnShare price × number of shares. The value of the entire company.

Equity ratio

58.7%The proportion of assets funded by money that does not have to be repaid.

Operating margin

8.1%The percentage of revenue remaining from the company’s core business.

Revenue growth (3 years)

29.2%The average annual growth in sales over the past three years.

What to watch next

Continued growth in HEROZ ASK ARR and the number of contracted customers, including disclosure of churn and upselling trends

From the next earnings release through the next 6–12 monthsImpact HighLikelihood High

Progress in integrating AI Security Cowork, including post-merger integration following VarioSecure's conversion into a wholly owned subsidiary: improvements in gross margin, SG&A efficiency, and order backlog

Second half of 2026 to 2027Impact MediumLikelihood Medium

Higher average selling prices and improved retention driven by HEROZ ASK feature enhancements, including RAG, Agent Builder, Deep Research/Pro, and MCP integration

The next 3–9 months, depending on the timing of commercial adoption of the new featuresImpact MediumLikelihood Medium

The contribution of AKMコンサルティング to consolidated results, including the development and monetization of projects in the back-office BPO business

Second half of 2026 to 2027Impact LowLikelihood Low

What to watch next

Who owns itTop holders total 67.7%

Listed holders 67.7%Everyone else 32.3%

Hayashi Takahiro (林隆弘)28.55%

Takahashi Tomohiro (高橋知裕)28.55%

The Master Trust Bank of Japan, Ltd. (Trust Account)3.92%

BIGLOBE Inc.2.63%

株式会社竹中工務店1.07%

株式会社コーエーテクモコーポレートファイナンス1.06%

山下雅之0.62%

池田立野0.51%

2 other listed holders0.78%

Who owns it
Holder	Ownership (%)
Hayashi Takahiro (林隆弘)	28.55
Takahashi Tomohiro (高橋知裕)	28.55
The Master Trust Bank of Japan, Ltd. (Trust Account)	3.92
BIGLOBE Inc.	2.63
株式会社竹中工務店	1.07
株式会社コーエーテクモコーポレートファイナンス	1.06
山下雅之	0.62
池田立野	0.51
2 other listed holders	0.78

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