Komori
S

S&J Corporation

5599Information and Communications, Services and OthersMicro cap
1,815JPY+68.2%
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Price history
¥1,815Latest+49.1%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Company operates a single-segment cybersecurity business, providing consulting and SOC services. Based on recurring revenue under annual contracts, it offers a comprehensive range of services, including security advisors, incident response, email training and vulnerability assessments, supporting customers in strengthening their security systems. The Company plans to expand in the domestic market, centered on its proprietary security monitoring and operations services, while enhancing its support for cloud products and expanding integrated offerings combining consulting and SOC services. Major external customers include “Macnica,” Nikko Systems Solutions and Softcreate, among others. The Company has also entered into an important agency agreement with Macnica Networks (now MACNICA, INC.).

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Key numbersShowing 8 of 20
PER
158.32How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
4.4How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.8%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
¥9.3bnShare price × number of shares. The value of the entire company.
Equity ratio
73.2%The proportion of assets funded by money that does not have to be repaid.
Operating margin
14.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
-22.4%The average annual growth in sales over the past three years.
What to watch next
Whether growth in ARR and order backlog, including recurring revenue, can be sustained in line with growth in SOC service revenue
From the next quarterly results through the full-year results, based on disclosuresImpact HighLikelihood Medium
Specific rollout of cloud-enabled products and the Communication-Driven SOC, including increases in the number of customers and projects
During fiscal 2026Impact MediumLikelihood Medium
How integrated proposals involving KeepEye (EDR operations) and S&J AD Agent (AD monitoring) are reflected in revenue categories, namely SOC, consulting and Other
In revenue breakdown disclosures from the next reporting period onwardImpact MediumLikelihood Medium
Operational adoption of AI, including generative AI, and whether improvements in service quality and development speed appear in cost and productivity metrics
From the second half of FY2026 onwardImpact MediumLikelihood Low
The launch of ancillary services, such as email training and vulnerability assessments, and their contribution to revenue from Other products
During fiscal 2026 and thereafterImpact LowLikelihood Low
What to watch next
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Who owns itTop holders total 78.9%
Listed holders 78.9%Everyone else 21.1%
Macnica, Inc.37.69%
Miwa Nobuo (三輪 信雄)18.31%
株式会社BNP10.77%
Ishikawa Tsuyoshi (石川 剛)4.49%
Kinoshita Keiichiro (木下 圭一郎)2.50%
Nomura Trust and Banking Co., Ltd. (Investment Trust Account)1.17%
J.P. Morgan Securities Co., Ltd.1.16%
NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN (CASHPB)1.11%
2 other listed holders1.74%
Who owns it
HolderOwnership (%)
Macnica, Inc.37.69
Miwa Nobuo (三輪 信雄)18.31
株式会社BNP10.77
Ishikawa Tsuyoshi (石川 剛)4.49
Kinoshita Keiichiro (木下 圭一郎)2.50
Nomura Trust and Banking Co., Ltd. (Investment Trust Account)1.17
J.P. Morgan Securities Co., Ltd.1.16
NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN (CASHPB)1.11
2 other listed holders1.74
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