Want to see JP:2354 full AI Analyst Report?
Top Page
YE DIGITAL CORPORATION
(2354)
Select Model
Select Model
Rating:77Outperform
Price Target:
¥1,428.00
▲(73.51% Upside)
Action:Reiterated
Date:08/07/26
The score is driven primarily by strong financial fundamentals—especially a debt-free balance sheet, rising equity, and solid returns—supported by an established upward price trend. Valuation is fair rather than compelling and the dividend yield is modest, which keeps the overall score from being higher.
Positive Factors
Debt-free balance sheet & ROE
A debt-free balance sheet with rising equity and mid-to-high teen ROE provides durable financial flexibility. It lowers solvency risk, supports reinvestment or shareholder returns without external funding, and underpins resilience through multi-quarter business cycles.
Negative Factors
Margin variability
Historical margin swings indicate earnings power is not fully stable. Variability can limit predictability of profits, complicate budgeting and capital allocation, and increase sensitivity to revenue cycles or cost pressures over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet & ROE
A debt-free balance sheet with rising equity and mid-to-high teen ROE provides durable financial flexibility. It lowers solvency risk, supports reinvestment or shareholder returns without external funding, and underpins resilience through multi-quarter business cycles.
Read all positive factors
YE DIGITAL CORPORATION (2354) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥25.40B
Dividend Yield1.51%
Average Volume (3M)48.37K
Price to Earnings (P/E)19.3
Beta (1Y)1.06
Revenue Growth1.66%
EPS Growth17.98%
CountryJP
Employees690
SectorGeneral
Sector StrengthN/A
IndustryInformation Technology Services
Share Statistics
EPS (TTM)68.65
Shares Outstanding18,543,700
10 Day Avg. Volume76,950
30 Day Avg. Volume48,373
Financial Highlights & Ratios
PEG Ratio0.45
Price to Book (P/B)1.84
Price to Sales (P/S)0.74
P/FCF Ratio10.59
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)N/A
Revenue Forecast (FY)N/A
YE DIGITAL CORPORATION Business Overview & Revenue Model
Company Description
YE DIGITAL Corporation provides Internet of Things (IoT) solutions in Japan. The company operates cloud application service products, such as MMCloud, an IoT platform with data storage, visualization, and analysis; and MMPredict, an AI-based fault...
How the Company Makes Money
null...
YE DIGITAL CORPORATION Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
92
Very Positive
Cash Flow
72
Positive
| Breakdown | TTM | Feb 2026 | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 20.13B | 20.26B | 19.94B | 19.50B | 16.15B | 13.73B |
| Gross Profit | 5.87B | 5.81B | 5.24B | 5.15B | 4.39B | 4.18B |
| EBITDA | 1.98B | 1.91B | 1.80B | 1.78B | 1.18B | 1.13B |
| Net Income | 1.23B | 1.28B | 1.04B | 1.09B | 783.18M | 403.94M |
Balance Sheet | ||||||
| Total Assets | 14.17B | 14.30B | 13.43B | 12.49B | 11.81B | 10.08B |
| Cash, Cash Equivalents and Short-Term Investments | 4.84B | 3.41B | 3.20B | 2.49B | 2.64B | 2.74B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 5.92B | 6.16B | 6.19B | 6.32B | 6.76B | 5.48B |
| Stockholders Equity | 8.23B | 8.11B | 7.23B | 6.16B | 5.03B | 4.59B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.41B | 1.09B | 296.50M | 98.54M | 327.64M |
| Operating Cash Flow | 0.00 | 1.42B | 1.29B | 545.88M | 563.25M | 487.23M |
| Investing Cash Flow | 0.00 | -522.17M | -238.94M | -504.42M | -478.73M | -213.42M |
| Financing Cash Flow | 0.00 | -692.21M | -323.24M | -191.60M | -188.03M | -188.68M |
YE DIGITAL CORPORATION Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ¥25.40B | 19.30 | ― | 2.66% | 1.66% | 17.98% | |
73 Outperform | ¥12.70B | 7.79 | ― | 1.19% | 15.87% | 39.37% | |
73 Outperform | ¥11.45B | 11.74 | ― | 3.61% | 1.14% | -17.36% | |
72 Outperform | ¥15.96B | 13.34 | ― | 2.98% | 5.21% | -0.19% | |
64 Neutral | ¥17.65B | 19.41 | ― | 1.75% | 15.06% | 52.37% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
43 Neutral | ¥5.95B | -42.20 | ― | ― | -1.67% | 98.41% |
* General Sector Average
JP:2354
YE DIGITAL CORPORATION
1,325.00
644.77
94.79%
JP:3683
Cyberlinks Co., Ltd.
1,121.00
-619.50
-35.59%
JP:3918
PCI Hodings INC.
1,161.00
25.48
2.24%
JP:4761
SAKURA KCS Corporation
1,434.00
19.21
1.36%
JP:5255
Monstarlab Holdings Inc.
90.00
-139.00
-60.70%
JP:6572
RPA Holdings, Inc.
270.00
-131.30
-32.72%
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.