Komori
S

SmartDrive inc.

5137Information and Communications, Services and OthersMicro cap
300JPY-1.0%
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Price history
¥300Latest+25.1%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

A summary lands here once the filings have been read.

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Key numbersShowing 8 of 18
PER
41.27How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
8.53How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
20.7%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
¥12bnShare price × number of shares. The value of the entire company.
Equity ratio
30.6%The proportion of assets funded by money that does not have to be repaid.
Operating margin
10.7%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
31.8%The average annual growth in sales over the past three years.
What to watch next
Continued growth in the number of companies using SmartDrive Fleet, which has exceeded 2,100, and disclosure of the impact of expanded functionality, including vehicle reservations, automated preparation of statutory documents, and ETC2.0 and smartphone integration, on churn and average revenue per customer
The coming quarters through the next annual resultsImpact MediumLikelihood Medium
Progress toward commercialization of risk AI for telematics insurance, developed and provided jointly, including the number of projects, revenue contribution, and adoption by partners
From the next fiscal year onward (2026 onward)Impact HighLikelihood Low
Progress in turning the Mobility Data Platform’s support for creating new services and launching businesses into specific products, including the number of projects and whether they have been converted into recurring revenue
From the next fiscal year onwardImpact MediumLikelihood Medium
Progress in capital allocation, including the application of the equity method to the investment in 57 Code Box, the acquisition of Interzone’s cloud CRM business, and the establishment of Mobility Transformation, and the impact of these measures on business earnings
When business progress is disclosed from 2026 onwardImpact MediumLikelihood Low
Greater visibility resulting from progress in preparing for the lease accounting standard, scheduled to apply from the beginning of the fiscal year ending September 2028, being reflected in the accounting policies and notes for the current fiscal year
In stages during disclosure periods from 2026 to 2028Impact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 82.3%
Listed holders 82.3%Everyone else 17.7%
株式会社OMU44.97%
株式会社日本カストディ銀行 (Trust Account)12.52%
TJ2015.FUND LP7.32%
Monoful Pte. Ltd.4.27%
楽天証券株式会社3.61%
The Master Trust Bank of Japan, Ltd. (Trust Account)3.50%
Nomura Trust and Banking Co., Ltd. (Investment Trust Account)2.15%
SMBC Nikko Securities Inc.1.74%
2 other listed holders2.18%
Who owns it
HolderOwnership (%)
株式会社OMU44.97
株式会社日本カストディ銀行 (Trust Account)12.52
TJ2015.FUND LP7.32
Monoful Pte. Ltd.4.27
楽天証券株式会社3.61
The Master Trust Bank of Japan, Ltd. (Trust Account)3.50
Nomura Trust and Banking Co., Ltd. (Investment Trust Account)2.15
SMBC Nikko Securities Inc.1.74
2 other listed holders2.18
This company's documents
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