SORACOM,INC. (JP:147A)
:147A
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SORACOM,INC.
(147A)
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Rating:65Neutral
Price Target:
¥1,062.00
▲(19.19% Upside)
Action:Reiterated
Date:05/17/26
The score is primarily supported by strong financial performance, led by rapid revenue growth and a very low-leverage balance sheet. It is held back by inconsistent cash-flow generation and a mixed technical picture with the stock below key moving averages, plus a relatively high P/E that pressures valuation.
Positive Factors
Recurring IoT connectivity model
The business collects recurring connectivity fees and usage-based charges plus platform service subscriptions, creating predictable revenue tied to device scale. This model drives durable revenue streams as IoT deployments grow, supporting customer stickiness and upsell of managed services over time.
Negative Factors
Inconsistent cash conversion
Intermittent OCF/FCF creates execution and working-capital risk; negative cash flow years show the company can struggle to convert accounting profits into reliable cash. That inconsistency can constrain reinvestment, increase reliance on financing, and raise uncertainty around long-term free cash flow generation.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring IoT connectivity model
The business collects recurring connectivity fees and usage-based charges plus platform service subscriptions, creating predictable revenue tied to device scale. This model drives durable revenue streams as IoT deployments grow, supporting customer stickiness and upsell of managed services over time.
Read all positive factors
SORACOM,INC. (147A) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥44.90B
Dividend YieldN/A
Average Volume (3M)151.79K
Price to Earnings (P/E)64.6
Beta (1Y)1.09
Revenue Growth38.15%
EPS Growth78.39%
CountryJP
Employees150
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)10.24
Shares Outstanding45,579,506
10 Day Avg. Volume153,610
30 Day Avg. Volume151,790
Financial Highlights & Ratios
PEG Ratio0.83
Price to Book (P/B)3.60
Price to Sales (P/S)3.28
P/FCF Ratio23.32
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)14.4
Revenue Forecast (FY)¥11.88B
SORACOM,INC. Business Overview & Revenue Model
Company Description
Soracom, Inc. provides Internet of Things (IoT) based cellular connectivity solutions. The company offers Soracom SIM, which provides 2G, 3G, and 4G LTE connectivity for SIM card and eSIM devices; Soracom Arc that connects devices to Soracom over ...
How the Company Makes Money
SORACOM primarily generates revenue by charging customers for IoT connectivity and related platform services. Key revenue streams include: (1) recurring connectivity fees from its MVNO offerings (e.g., charges associated with SIM/eSIM subscription...
SORACOM,INC. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
88
Very Positive
Cash Flow
67
Positive
| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 9.33B | 12.42B | 8.99B | 7.93B | 6.30B | 5.45B |
| Gross Profit | 5.14B | 6.14B | 5.03B | 4.49B | 3.27B | 2.73B |
| EBITDA | 654.93M | 1.17B | 777.81M | 814.77M | 170.19M | 531.49M |
| Net Income | 462.40M | 631.41M | 352.71M | 485.56M | 70.87M | 337.15M |
Balance Sheet | ||||||
| Total Assets | 12.88B | 15.50B | 13.41B | 10.92B | 5.66B | 5.63B |
| Cash, Cash Equivalents and Short-Term Investments | 9.22B | 9.27B | 8.92B | 7.70B | 3.53B | 1.62B |
| Total Debt | 884.73M | 767.46M | 950.17M | 25.17M | 24.58M | 41.09M |
| Total Liabilities | 2.43B | 3.75B | 3.06B | 2.52B | 1.70B | 1.79B |
| Stockholders Equity | 10.42B | 11.33B | 10.32B | 8.40B | 3.96B | 3.84B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.75B | -746.08M | 438.58M | -269.74M | 204.38M |
| Operating Cash Flow | 0.00 | 1.76B | -728.67M | 456.24M | -222.69M | 219.09M |
| Investing Cash Flow | 0.00 | -1.38B | -431.48M | -170.57M | 2.01B | -1.15B |
| Financing Cash Flow | 0.00 | -67.51M | 2.41B | 3.79B | 29.88M | -8.19M |
SORACOM,INC. Technical Analysis
Negative
891.00
Price Trends
980.52
Negative
1066.28
Negative
1027.60
Negative
Market Momentum
-3.75
Positive
41.50
Neutral
28.72
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:147A, the sentiment is Negative. The current price of 891 is below the 20-day moving average (MA) of 1007.30, below the 50-day MA of 980.52, and below the 200-day MA of 1027.60, indicating a bearish trend. The MACD of -3.75 indicates Positive momentum. The RSI at 41.50 is Neutral, neither overbought nor oversold. The STOCH value of 28.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:147A.
SORACOM,INC. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥38.04B | 11.19 | 19.71% | 3.09% | 9.27% | 48.93% | |
79 Outperform | ¥24.65B | 11.47 | ― | ― | 13.54% | 54.38% | |
68 Neutral | ¥16.28B | -40.95 | ― | ― | 12.01% | -191.28% | |
65 Neutral | ¥21.48B | 11.02 | ― | ― | 10.88% | -5.32% | |
65 Neutral | ¥44.90B | 64.58 | ― | ― | 38.15% | 78.39% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
45 Neutral | ¥122.74B | 32.36 | ― | 0.14% | 12.38% | -92.66% |
* Technology Sector Average
JP:147A
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.