Komori
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toridori Inc.

9337Information and Communications, Services and OthersMicro cap
1,377JPY-3.9%
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Price history
¥1,377Latest-29.5%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group provides influencer support services, with a focus on digital marketing using influencers. Its business consists of a single segment, the Influence Platform business, and its principal services are the subscription-based influencer marketing product "toridori marketing," the performance-based advertising service "toridori ad," and the full-service advertising agency service "toridori promotion." Over the medium to long term, the Group launched the managed influencer advertising product "Vooster" with the aim of evolving managed influencer marketing into advertising that can be optimized based on performance, in the same way as managed digital advertising. Vooster features AI-based influencer selection, performance-based pricing based on engagement forecasts, and automated execution without the need for back-and-forth communication. The Group's basic policies for its medium- to long-term growth strategy are (1) expanding its product business centered on "toridori marketing" and "Vooster," (2) strengthening its marketing partner business targeting mid-sized and large companies, and (3) maximizing the value of its influencer database.

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Key numbersShowing 8 of 19
PER
51.26How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.45How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
4.8%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
¥4.8bnShare price × number of shares. The value of the entire company.
Equity ratio
27.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
11.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
30.5%The average annual growth in sales over the past three years.
What to watch next
Confirmation of Vooster’s contribution to gross profit since its launch, including the expansion of performance-based pricing and efficiency gains
The next 1–2 quarters, starting with the next earnings releaseImpact HighLikelihood Medium
Disclosure of how maximizing the value of the influencer database has affected selection accuracy, pricing per service, and retention
The next six months to one yearImpact MediumLikelihood Medium
The direction of customer acquisition metrics (CAC, churn rate, and ARPA) and gross margins indicated by the expansion and functional improvements of toridori base
Next 1–2 quartersImpact MediumLikelihood High
Integration benefits from making トリドリIS a wholly owned subsidiary (2026/7/31), including SG&A, sales efficiency, and cross-selling
Starting with the next earnings release, when post-integration expenses and revenue begin to be reportedImpact MediumLikelihood Low
Whether spending on advertising and marketing is validated through its return on investment and leads to improvements in operating cash flow and FCF
Next 1–2 quartersImpact HighLikelihood Medium
What to watch next
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Who owns itTop holders total 68.6%
Listed holders 68.6%Everyone else 31.4%
Nakayama Takayuki (中山 貴之)31.39%
株式会社日本カストディ銀行 (Trust Account)9.83%
Global Catalyst Partners Japan 2 Investment Limited Partnership (Minami-Aoyama, Minato-ku, Tokyo)5.45%
雨瀧 浩一郎4.24%
The Master Trust Bank of Japan, Ltd. (Trust Account)3.65%
株式会社セレス(東京都渋谷区)3.29%
NOMURA INTERNATIONAL PLC A/C JAPAN FLOW2.87%
国本 貴志2.72%
2 other listed holders5.18%
Who owns it
HolderOwnership (%)
Nakayama Takayuki (中山 貴之)31.39
株式会社日本カストディ銀行 (Trust Account)9.83
Global Catalyst Partners Japan 2 Investment Limited Partnership (Minami-Aoyama, Minato-ku, Tokyo)5.45
雨瀧 浩一郎4.24
The Master Trust Bank of Japan, Ltd. (Trust Account)3.65
株式会社セレス(東京都渋谷区)3.29
NOMURA INTERNATIONAL PLC A/C JAPAN FLOW2.87
国本 貴志2.72
2 other listed holders5.18
This company's documents
Timely disclosures
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