Komori
S

Serverworks Co.,Ltd.

4434Information and Communications, Services and OthersMicro cap
3,130JPY+28.3%
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Price history
¥3,130Latest-14.2%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group’s core business is cloud services, comprising cloud integration, resale, managed services provider (MSP) services and other services. In April 2025, the Group announced its Medium-Term Management Policy (FY26-FY28) and is promoting cloud platform consulting, construction and operation, the development of new services using generative AI, higher value-added security offerings, and overseas expansion through alliances, centered on the strategic collaboration agreement signed with AWS in 2023. The Group has included its newly acquired investment in Ragate株式会社 within the scope of equity-method accounting. For the interim consolidated accounting period ended 31 August 2026, net sales were ¥24,731.887 million, operating income was ¥924.596 million, ordinary income was ¥991.475 million, and interim net income attributable to owners of the parent was ¥806.484 million. In the same period of the previous year, net sales were ¥18,736.207 million, operating income was ¥90.465 million, ordinary income was ¥121.133 million, and interim net loss attributable to owners of the parent was ¥903.121 million. Net sales by product and service category, comprising cloud integration, resale, MSP and other products and services, are as follows.

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Key numbersShowing 8 of 19
PER
76.69How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.46How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
3.2%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
¥25bnShare price × number of shares. The value of the entire company.
Equity ratio
46.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
26.6%The average annual growth in sales over the past three years.
What to watch next
生成AI領域での収益化(Anthropic, PBCリセラー契約の締結完了後の販売・導入案件の積み上げ)
Over the next 6–12 monthsImpact MediumLikelihood Medium
AWS AIコンピテンシー認定(対外提案力・案件獲得への波及)
Over the next 3–9 monthsImpact MediumLikelihood Medium
上方修正を受けた通期業績ガイダンスの再評価(会社側の見通し更新)
次回の決算発表〜通期修正局面(概ね数か月以内)Impact HighLikelihood Medium
G-gen等を通じたマルチクラウド案件の拡大(クラウドインテグレーション/運用の受注増)
Over the next 6–18 monthsImpact MediumLikelihood Medium
運用・セキュリティ付加価値(MSP→MSSP拡張の具体化)
Over the next 6–12 monthsImpact LowLikelihood Low
What to watch next
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Who owns itTop holders total 66.0%
Listed holders 66.0%Everyone else 34.0%
Oishi Ryo (大石 良)21.32%
株式会社BSアセットマネジメント17.13%
TerraSky Co.,Ltd13.67%
The Master Trust Bank of Japan, Ltd. (Trust Account)4.32%
NTT DOCOMO BUSINESS, INC.3.51%
株式会社ホクエツ3.05%
Hashiba Takashi (羽柴 孝)2.99%
Who owns it
HolderOwnership (%)
Oishi Ryo (大石 良)21.32
株式会社BSアセットマネジメント17.13
TerraSky Co.,Ltd13.67
The Master Trust Bank of Japan, Ltd. (Trust Account)4.32
NTT DOCOMO BUSINESS, INC.3.51
株式会社ホクエツ3.05
Hashiba Takashi (羽柴 孝)2.99
This company's documents
Timely disclosures
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