Komori
I

ITFOR Inc.

4743Information and Communications, Services and OthersSmall cap
1,672JPY+3.9%
★ Watch (sign-up required)
Price history
¥1,672Latest+111.1%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

This report describes the Group's business on the premise that it operates an integrated business model covering software design, development and maintenance, system equipment sales, and system infrastructure installation. Its principal businesses comprise system development and sales, including services for financial institutions, and recurring services, including software maintenance, hardware maintenance, operations, cloud services and BPO services. BPO services for the public sector are also a distinguishing feature. The reporting segments are System Development and Sales and Recurring, and the Group includes 7 consolidated subsidiaries. Key financial results are presented through trends in net sales, operating profit and net income, together with metrics such as ROE, ROIC and PER. The business traces its roots to a company founded in 1959 and transferred to the Prime Market in 2022. Key business initiatives include expanding solutions for financial institutions, responding to the standardization of municipal information systems, upgrading capabilities through AI implementation, launching next-generation products, creating new services to address local community issues, and making strategic investments and equity investments to expand the ecosystem.

Recurring subjects
No threads yetThis company's filings have not been read yet. We are adding them progressively.
Companies sharing a theme
Loading
Key numbersShowing 8 of 20
PER
130.96How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.28How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.7%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
¥47bnShare price × number of shares. The value of the entire company.
Equity ratio
78.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
12.0%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
1.2%The average annual growth in sales over the past three years.
What to watch next
Start of revenue recognition for next-generation products (Pay Collect, Agent Hub, デジシェア (digital sharing), etc.), including commercial operation and growth in the number of adopting companies
FY2026 onward (specific timing undisclosed)Impact HighLikelihood Medium
Full-scale introduction of generative AI into the development process and its impact on development productivity, including labor hours, delivery times, and quality
FY2026 (from the validation stage to implementation and adoption)Impact MediumLikelihood Medium
Progress on the integration related to アイセル, including profitability improvement and contribution to orders following the additional acquisition through the completion of the absorption-type merger
Fiscal 2026Impact MediumLikelihood Low
The increase in import costs if yen weakness continues, including the effect of hedging, and the actual impact on gross margins and the extent of cost pass-through
Ongoing (reviewed quarterly)Impact MediumLikelihood High
What to watch next
Loading
Who owns itTop holders total 42.3%
Listed holders 42.3%Everyone else 57.7%
The Master Trust Bank of Japan, Ltd. (Trust Account)12.77%
光通信KK 投資事業有限責任組合6.46%
Custody Bank of Japan, Ltd. (Trust Account).5.86%
日本カストディ銀行(三井住友信託銀行再信託口)5.28%
アイティフォー社員持株会4.01%
明治安田生命保険相互会 社(非常任代理人 日本カストディ銀行)2.05%
The Bank of Yokohama, Ltd.1.86%
STATE STREET BANK AND TRUST COMPANY1.40%
2 other listed holders2.64%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)12.77
光通信KK 投資事業有限責任組合6.46
Custody Bank of Japan, Ltd. (Trust Account).5.86
日本カストディ銀行(三井住友信託銀行再信託口)5.28
アイティフォー社員持株会4.01
明治安田生命保険相互会 社(非常任代理人 日本カストディ銀行)2.05
The Bank of Yokohama, Ltd.1.86
STATE STREET BANK AND TRUST COMPANY1.40
2 other listed holders2.64
This company's documents
Threads