Smaregi,Inc. (4431)

Price history

¥3,665Latest+24.7%

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

Business overview

The Smaregi Group operates a range of cloud services covering store management, centered on its cloud-based POS register system, “Smaregi.” It combines cloud services built around monthly subscription fees with sales of peripheral register equipment, with the aim of evolving into the “OS for stores.” By combining recurring revenue centered on ARR with equipment sales and other revenue streams, the group seeks to achieve both revenue stability and growth. ARR was ¥11,055 million as of the fiscal year ending April 2026 and is expected to continue growing from 2027 onward. Future strategic initiatives include the launch of “Smaregi・出世払い,” a deferred-payment service, in March 2026, the absorption merger of a consolidated subsidiary, and enhanced functionality in the AI and FinTech fields. Financial data has been converted from thousands of yen to yen.

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Key numbersShowing 8 of 20

PER

33.59How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.

PBR

7.79How many times the company's net assets? Around 1x is generally considered a benchmark.

ROE

23.2%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

¥75bnShare price × number of shares. The value of the entire company.

Equity ratio

68.3%The proportion of assets funded by money that does not have to be repaid.

Operating margin

24.1%The percentage of revenue remaining from the company’s core business.

Revenue growth (3 years)

31.2%The average annual growth in sales over the past three years.

What to watch next

Smaregi Shussebarai (launching in March 2026): number of participating stores, transaction volume and fee revenue, including the ramp-up of its earnings contribution

Initial KPI disclosure in coming quarters through the next fiscal-year resultsImpact HighLikelihood Medium

Integration effects from the absorption-type merger of ネットショップ支援室 (May 2026): greater efficiency in development and sales, and spillover effects on EC revenue and related ARR and gross profit from functional integration with Smaregi POS and payments

Quarterly progress disclosures during fiscal 2026Impact MediumLikelihood Medium

Expansion of integrations centred on the Smaregi 4 app marketplace and Smaregi API: number of integrated apps, active usage metrics and cross-selling contribution

Ecosystem KPI updates in the next annual or quarterly resultsImpact MediumLikelihood High

Adaptation to changes in external factors, including cloud regulations, personal information protection requirements, and Apple iOS distribution terms and review processes, with attention to whether risks to continued service provision materialise

As needed, with notes when laws or terms changeImpact MediumLikelihood Medium

Progress against the ARR growth plan, including the 2030 target: whether growth from 2026-2027 onward remains within the target range

Results from fiscal 2026 onwardImpact HighLikelihood Medium

What to watch next

Who owns itTop holders total 76.6%

Listed holders 76.6%Everyone else 23.4%

株式会社山本博士事務所17.09%

Tokuda Makoto (徳田誠)15.23%

株式会社徳田10.38%

PERSHING-DIV. OF DLJ SECS. CORP.8.31%

Custody Bank of Japan, Ltd. (Trust Account).6.40%

株式会社MINATO6.02%

株式会社MOCCI5.76%

山本博士2.81%

2 other listed holders4.59%

Who owns it
Holder	Ownership (%)
株式会社山本博士事務所	17.09
Tokuda Makoto (徳田誠)	15.23
株式会社徳田	10.38
PERSHING-DIV. OF DLJ SECS. CORP.	8.31
Custody Bank of Japan, Ltd. (Trust Account).	6.40
株式会社MINATO	6.02
株式会社MOCCI	5.76
山本博士	2.81
2 other listed holders	4.59

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