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dely inc.
(299A)
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Rating:75Outperform
Price Target:
¥1,017.00
▼(-13.30% Downside)
Action:Reiterated
Date:06/02/26
The score is driven primarily by strong financial quality (notably the zero-debt balance sheet and solid profitability). This is moderated by weak price trend signals versus key moving averages, with valuation appearing reasonable based on the P/E.
Positive Factors
Zero-debt balance sheet
A zero-debt balance sheet materially lowers financial risk and gives management durable optionality for strategic choices (M&A, R&D, buybacks) without needing external financing. This structural strength supports resilience through cycles and funds long-term investments.
Negative Factors
Margin compression since 2023
Declining gross and operating margins since 2023 point to structural cost pressure or higher investment intensity. If persistent, margin compression can erode the profitability that underpinned prior returns, requiring sustained revenue growth or efficiency gains to restore long-term margin levels.
Read all positive and negative factors
Positive Factors
Negative Factors
Zero-debt balance sheet
A zero-debt balance sheet materially lowers financial risk and gives management durable optionality for strategic choices (M&A, R&D, buybacks) without needing external financing. This structural strength supports resilience through cycles and funds long-term investments.
Read all positive factors
dely inc. (299A) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥41.91B
Dividend YieldN/A
Average Volume (3M)169.99K
Price to Earnings (P/E)16.2
Beta (1Y)0.47
Revenue GrowthN/A
EPS GrowthN/A
CountryJP
Employees204
SectorConsumer Defensive
Sector Strength42
IndustrySoftware - Application
Share Statistics
EPS (TTM)58.67
Shares Outstanding42,805,560
10 Day Avg. Volume209,830
30 Day Avg. Volume169,993
Financial Highlights & Ratios
PEG Ratio0.37
Price to Book (P/B)2.98
Price to Sales (P/S)2.32
P/FCF Ratio13.90
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)58.67
Revenue Forecast (FY)¥21.42B
dely inc. Business Overview & Revenue Model
Company Description
Headquartered in Tokyo, Japan, Kurashiru, Inc. specializes in the conceptualization, development, and ongoing management of a diverse portfolio of mobile applications and web-based digital media. Their extensive suite of services includes Kurashir...
dely inc. Financial Statement Overview
Summary
Income Statement
84
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
78
Positive
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 17.00B | 13.10B | 9.90B | 6.97B |
| Gross Profit | 8.06B | 6.31B | 5.20B | 4.63B |
| EBITDA | 3.71B | 2.80B | 2.52B | 1.97B |
| Net Income | 2.46B | 1.69B | 1.48B | 1.32B |
Balance Sheet | ||||
| Total Assets | 16.92B | 13.16B | 10.55B | 9.00B |
| Cash, Cash Equivalents and Short-Term Investments | 11.60B | 8.89B | 7.09B | 5.59B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 3.67B | 2.57B | 1.65B | 1.58B |
| Stockholders Equity | 13.25B | 10.59B | 8.91B | 7.42B |
Cash Flow | ||||
| Free Cash Flow | 2.84B | 2.05B | 1.40B | 2.03B |
| Operating Cash Flow | 2.87B | 2.11B | 1.41B | 2.03B |
| Investing Cash Flow | -355.80M | -314.25M | 87.46M | -824.91M |
| Financing Cash Flow | 177.20M | 899.00K | 0.00 | 5.60M |
dely inc. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥41.91B | 16.19 | ― | ― | ― | ― | |
64 Neutral | ¥33.37B | 16.12 | ― | ― | 32.07% | 349.54% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
59 Neutral | ¥15.47B | 20.35 | ― | ― | 15.58% | ― | |
57 Neutral | ¥32.29B | 29.40 | ― | ― | 18.09% | -50.60% | |
48 Neutral | ¥10.86B | 138.72 | ― | 3.48% | 2.04% | ― | |
41 Neutral | ¥4.14B | -7.34 | ― | ― | -16.71% | 7.48% |
* Consumer Defensive Sector Average
JP:299A
dely inc.
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dely inc. Corporate Events
Kurashiru Details Vertical AI Agent Strategy, Early Revenue Traction and Cost Controls
Jun 19, 2026
Kurashiru has outlined the strategy and performance of its vertical AI Agent service, emphasizing its focus on the food and beverage supply chain and its differentiation from horizontal AI offerings. The company highlights competitive strengths in...
Kurashiru to Restructure Entertainment Arm Under New Intermediate Holding Company
May 26, 2026
Kurashiru, Inc. will carve out its creator management business into a newly formed subsidiary, LIVEwith, Inc., via an incorporation-type company split effective August 1, 2026, transferring assets of ¥638 million and liabilities of ¥95 m...
Kurashiru Gains Confidence in Business Model as Sales Promotion Drives FY2025 Growth
May 22, 2026
Kurashiru, Inc. reported fiscal 2025 net sales of JPY 17.0 billion, up 29.8% year on year, with Non-GAAP operating profit rising 28.5% to JPY 3.6 billion, essentially meeting its revenue guidance and slightly exceeding its profit target. Growth wa...
Kurashiru Accelerates Growth on Sales Promotion Strength and Sets Ambitious FY2027 Targets
May 1, 2026
Kurashiru, Inc. reported a 29.8% year-on-year increase in net sales for FY2025, driven mainly by its Sales Promotion Business, which also supported a 28.5% rise in Non-GAAP operating profit and pushed both profit and net income above internal targ...
Kurashiru Posts Strong First Consolidated Results, Targets Double-Digit Sales Growth
May 1, 2026
Kurashiru, Inc. reported consolidated net sales of ¥17.0 billion and operating profit of ¥3.46 billion for the fiscal year ended March 31, 2026, its first year of disclosed consolidated results. The company delivered profit attributable ...
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.