Komori
e

eWeLL Co.,Ltd.

5038Information and Communications, Services and OthersSmall cap
2,314JPY+5.3%
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Price history
¥2,314Latest+24.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Company’s principal business is providing services to home-visit nursing stations. Its core services are business efficiency and management support services centered on “iBow,” an electronic medical records system exclusively for home-visit nursing. During the interim accounting period, the Company expanded AI-related services and management analysis functions to support DX and productivity improvements in home-visit nursing. As of May 2026, the cumulative number of visits recorded in “iBow” exceeded 100 million. Revenue was ¥1,991.274 million, operating income was ¥946.631 million, ordinary income was ¥953.124 million, and interim net income was ¥663.891 million. New customer acquisition remained solid, and the number of contracted stations increased. The Company operates as a single segment, including services related to iBow, and segment information has been omitted.

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Key numbersShowing 8 of 20
PER
53.3How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
9.99How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
18.7%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
¥35bnShare price × number of shares. The value of the entire company.
Equity ratio
81.4%The proportion of assets funded by money that does not have to be repaid.
Operating margin
47.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
27.1%The average annual growth in sales over the past three years.
What to watch next
Full-scale rollout of the new AI feature suite, including AI visit scheduling and routing, AI home-visit nursing care plans, and reporting, and its impact on the number of contracted stations and upselling, including pricing and scope of use
Second half of 2026 to 2027Impact HighLikelihood Medium
Expansion of adoption and accumulation of recurring revenue as the regional comprehensive care platform けあログっと expands its functionality, including discharge support and coordination with regional healthcare providers
Second half of 2026 to 2027Impact MediumLikelihood Medium
Avoidance of delays in system responses to regulatory changes, such as revisions to medical and long-term care reimbursement, and containment of their impact on customer retention and churn
Dependent on the timing of regulatory revisions; monitor closelyImpact HighLikelihood Medium
Whether operational changes and higher costs arising from dependence on external generative AI providers, including developments in generative AI regulation, become apparent
From 2026 onward; ongoingImpact MediumLikelihood Low
Confirmation of improvement in the “next KPIs” after iBow surpassed 100 million cumulative visits, including the visit growth rate, active-user ratio, and churn rate
Next earnings disclosure cycleImpact MediumLikelihood High
What to watch next
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Who owns itTop holders total 80.1%
Listed holders 80.1%Everyone else 19.9%
Nakano Taketo (中野 剛人)39.02%
Kitamura Asako (北村 亜沙子)16.24%
株式会社日本カストディ銀行 (Trust Account)5.77%
GOLDMAN SACHS INTERNATIONAL4.66%
SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.)4.50%
The Master Trust Bank of Japan, Ltd. (Trust Account)3.34%
GOVERNMENT OF NORWAY1.91%
島田 亨1.89%
2 other listed holders2.73%
Who owns it
HolderOwnership (%)
Nakano Taketo (中野 剛人)39.02
Kitamura Asako (北村 亜沙子)16.24
株式会社日本カストディ銀行 (Trust Account)5.77
GOLDMAN SACHS INTERNATIONAL4.66
SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.)4.50
The Master Trust Bank of Japan, Ltd. (Trust Account)3.34
GOVERNMENT OF NORWAY1.91
島田 亨1.89
2 other listed holders2.73
This company's documents
Timely disclosures
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