Komori
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WingArc1st Inc.

4432Information and Communications, Services and OthersMid cap
3,720JPY+12.9%
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Price history
¥3,720Latest+77.1%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

WingArc1st is a software company headquartered in Japan. Its core business is data empowerment, with its main activities consisting of providing form and document management solutions and data empowerment solutions that create new value by leveraging data. Based on the condensed interim consolidated financial statements, the Group has a single reportable segment, the Data Empowerment Business, and classifies revenue into two categories: form and document management solutions and data utilization solutions. As the adoption of generative AI and migration to the cloud advance, along with efforts to integrate AI into business processes, the Group is enhancing solution functionality and building an ecosystem against a backdrop of increased DX investment and growing cloud demand in Japan's IT market. Its principal business offerings include the SVF product family, centered on SVF (form and document management solutions), SVF Archiver and SVF Transact, as well as data empowerment solutions built around Dr.Sum and MotionBoard. Initiatives in the public sector, including for public institutions and local governments, are also being strengthened, with the rollout of public-sector solutions such as Govlong progressing. In terms of business trends for fiscal 2026, demand for data integration, analytics and automation based on AI use is expected to continue expanding, while Japan's domestic public cloud market is expected to achieve high growth. The Group is focusing on creating customer value based on DX and AI.

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Key numbersShowing 8 of 19
PER
85.02How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.91How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
3.4%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
¥133bnShare price × number of shares. The value of the entire company.
Equity ratio
62.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
27.8%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.1%The average annual growth in sales over the past three years.
What to watch next
Dr.Sum Ver.6.0(9年ぶり刷新)とDr.Sum DataCatalogのフリーミアム提供開始(AI-Readyデータ環境支援)
2026-10-05以降(短期)Impact HighLikelihood Medium
生成AI機能の商用化/拡販:MotionBoard Cloud生成AI(AIウィジェット)およびBox AI連携の浸透
Second half of 2026 to 2027Impact MediumLikelihood Medium
クラウドETL「TROCCO」×Dr.Sum連携の実案件積み上げ(データ前処理~分析の接続性向上)
2026-08開始後の定着(2026年後半〜2027年)Impact MediumLikelihood Low
SVF ArchiverのMCP対応による文書検索等の機能強化がアップセルに繋がるか
2026-06開始後の販売反応(2026年後半〜2027年)Impact MediumLikelihood Low
個人情報漏えいの可能性(nest Portal)に関する調査結果、再発防止策の実効性・関連費用の見通し
直近(2026-10以降)Impact HighLikelihood Medium
自治体領域の拡大:Govlong EUC 導入団体500突破の継続(導入社数の積み上げ)
2026-07以降の進捗(四半期ごと)Impact MediumLikelihood Medium
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Who owns itTop holders total 122.8%
Listed holders 122.8%Everyone else 0.0%
Total61.41%
IW.DXパートナーズ株式会社22.02%
東芝デジタルソリューションズ株式会社13.27%
The Master Trust Bank of Japan, Ltd. (Trust Account)7.82%
株式会社日本カストディ銀行 (Trust Account)5.06%
モノリス有限責任事業組合4.03%
NORTHERN TRUST CO.(AVFC) RE UKUC UCITS CLIENTS NON LENDING 10PCT TREATY ACCOUNT(常任代理人 東京支店)2.98%
THE NOMURA TRUST AND BANKING CO.,LTD. AS THE TRUSTEE OF REPURCHASE FUND 2024-091.74%
3 other listed holders4.48%
Who owns it
HolderOwnership (%)
Total61.41
IW.DXパートナーズ株式会社22.02
東芝デジタルソリューションズ株式会社13.27
The Master Trust Bank of Japan, Ltd. (Trust Account)7.82
株式会社日本カストディ銀行 (Trust Account)5.06
モノリス有限責任事業組合4.03
NORTHERN TRUST CO.(AVFC) RE UKUC UCITS CLIENTS NON LENDING 10PCT TREATY ACCOUNT(常任代理人 東京支店)2.98
THE NOMURA TRUST AND BANKING CO.,LTD. AS THE TRUSTEE OF REPURCHASE FUND 2024-091.74
3 other listed holders4.48
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