Komori
J

JMDC Inc.

4483Information and Communications, Services and OthersMid cap
3,760JPY+5.6%
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Price history
¥3,760Latest-58.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The JMDC Group operates with healthcare data utilization and telemedicine at the core of its business. Through advanced analysis and services using medical data from Japan, it seeks to contain medical costs, improve healthcare efficiency, and promote public health. Centered on health big data, the Group provides database services, analysis, consulting, and application development to a broad customer base including pharmaceutical companies, insurers, and medical institutions. In its telemedicine segment, it has built Japan’s largest-scale platform for radiology specialists and provides remote image interpretation matching and cloud-connected ASP services. Its two main segments are Health Big Data and Telemedicine.

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Key numbersShowing 8 of 20
PER
217.58How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.96How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.4%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
¥246bnShare price × number of shares. The value of the entire company.
Equity ratio
53.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
14.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
23.5%The average annual growth in sales over the past three years.
What to watch next
Continued growth in the number of PepUp IDs issued, together with ARPU improvement driven by wearable-device connectivity, data integration and analysis, including more advanced outcome prediction
The next 12–18 months, aligned with ongoing KPI update cyclesImpact MediumLikelihood Medium
Activation of an analytical environment integrating activity levels, genomic data and other information, expanding the range of causal-relationship analysis that can be provided, and the resulting changes in pricing per data-use engagement and contract size
18–30 monthsImpact HighLikelihood Low
Additional AI-RAD functionality being incorporated into teleradiology service offerings, including interpretation support, matching and ASP, leading to improvements in activity levels, such as examinations, cases and facilities, and retention rates
The next 12–24 monthsImpact MediumLikelihood Medium
Confirmation of whether monetization is brought forward or delayed following completion of equipment and system development investment in the remote healthcare segment, based on progress against the investment plan
After the investment scheduled to begin in April 2026 and be completed in March 2027Impact MediumLikelihood Medium
Tightening of procedures for personal information protection and anonymized processed information, and the occurrence or absence of serious information-security incidents involving personal-information breaches or external contractors
Ongoing, event-drivenImpact HighLikelihood Low
What to watch next
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Who owns itTop holders total 78.3%
Listed holders 78.3%Everyone else 21.7%
OMRON Corporation54.19%
The Master Trust Bank of Japan, Ltd. (Trust Account)6.30%
株式会社日本カストディ銀行 (Trust Account)5.54%
Noritsu Koki Co.,Ltd.4.55%
INDUS SELECT MASTER FUND, LTD.3.43%
BNP PARIBAS LUXEMBOURG/2S/JASDEC SECURITIES/UCITS ASSETS1.05%
NORTHERN TRUST CO.(AVFC) RE UKUC UCITS CLIENTS NON LENDING 10PCT TREATY ACCOUNT0.89%
Matsushima Yosuke (松島 陽介)0.86%
2 other listed holders1.51%
Who owns it
HolderOwnership (%)
OMRON Corporation54.19
The Master Trust Bank of Japan, Ltd. (Trust Account)6.30
株式会社日本カストディ銀行 (Trust Account)5.54
Noritsu Koki Co.,Ltd.4.55
INDUS SELECT MASTER FUND, LTD.3.43
BNP PARIBAS LUXEMBOURG/2S/JASDEC SECURITIES/UCITS ASSETS1.05
NORTHERN TRUST CO.(AVFC) RE UKUC UCITS CLIENTS NON LENDING 10PCT TREATY ACCOUNT0.89
Matsushima Yosuke (松島 陽介)0.86
2 other listed holders1.51
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