dely inc. (JP:299A)
:299A
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dely inc.
(299A)
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Rating:70Outperform
Price Target:
¥1,099.00
▼(-6.31% Downside)
Action:UpgradedDate:01/21/26
The score is driven primarily by strong financial performance (high growth, solid profitability, and a zero-debt balance sheet). This is tempered by a weaker technical backdrop (negative MACD and trading below key longer-term moving averages) and a mid-range valuation with no dividend support.
Positive Factors
Zero Debt / Very Strong Balance Sheet
A zero-debt balance sheet materially lowers financial risk and preserves flexibility to fund growth or weather downturns without raising external capital. This strengthens long-term solvency, supports investment optionality, and reduces interest expense sensitivity for 2-6 months and beyond.
Negative Factors
Margin Compression
Year-over-year margin compression suggests rising costs or heavier reinvestment needs as the company scales. Persisting margin pressure can erode operating leverage, limit free cash flow expansion, and constrain return on capital unless offset by higher pricing or efficiency gains over coming quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Zero Debt / Very Strong Balance Sheet
A zero-debt balance sheet materially lowers financial risk and preserves flexibility to fund growth or weather downturns without raising external capital. This strengthens long-term solvency, supports investment optionality, and reduces interest expense sensitivity for 2-6 months and beyond.
Read all positive factors
dely inc. (299A) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥42.57B
Dividend YieldN/A
Average Volume (3M)169.99K
Price to Earnings (P/E)17.9
Beta (1Y)0.42
Revenue GrowthN/A
EPS GrowthN/A
CountryJP
Employees204
SectorConsumer Defensive
Sector Strength42
IndustrySoftware - Application
Share Statistics
EPS (TTM)16.34
Shares Outstanding42,612,310
10 Day Avg. Volume209,830
30 Day Avg. Volume169,993
Financial Highlights & Ratios
PEG Ratio1.69
Price to Book (P/B)3.80
Price to Sales (P/S)3.07
P/FCF Ratio19.65
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)67.55
Revenue Forecast (FY)¥21.64B
dely inc. Business Overview & Revenue Model
Company Description
Kurashiru, Inc. plans, develops, manages, and operates multiple smartphone apps and web media. It operates Kurashiru, a recipe video platform and shopping support app; Kurashiru Job, a recruitment solution; Kurashiru Rewards a money-saving app; Ku...
How the Company Makes Money
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dely inc. Financial Statement Overview
Summary
Income Statement
84
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
78
Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 16.09B | 13.10B | 9.90B | 6.97B |
| Gross Profit | 7.41B | 6.31B | 5.20B | 4.63B |
| EBITDA | 3.33B | 2.85B | 2.54B | 2.17B |
| Net Income | 2.17B | 1.69B | 1.48B | 1.32B |
Balance Sheet | ||||
| Total Assets | 15.55B | 13.16B | 10.55B | 9.00B |
| Cash, Cash Equivalents and Short-Term Investments | 10.07B | 8.89B | 7.09B | 5.59B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 3.04B | 2.57B | 1.65B | 1.58B |
| Stockholders Equity | 12.51B | 10.59B | 8.91B | 7.42B |
Cash Flow | ||||
| Free Cash Flow | 2.36B | 2.05B | 1.40B | 2.03B |
| Operating Cash Flow | 2.42B | 2.11B | 1.41B | 2.03B |
| Investing Cash Flow | -575.99M | -314.25M | 87.46M | -824.91M |
| Financing Cash Flow | 128.72M | 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 |
|---|---|---|---|---|---|---|---|
70 Outperform | ¥42.57B | 17.94 | ― | ― | ― | ― | |
68 Neutral | ¥22.15B | 15.25 | ― | ― | 14.28% | -30.60% | |
64 Neutral | ¥36.08B | 20.10 | ― | ― | 27.97% | -5.25% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
49 Neutral | ¥25.82B | 39.28 | ― | ― | 20.84% | 10.41% | |
48 Neutral | ¥12.58B | 30.14 | ― | 3.48% | -11.85% | ― | |
42 Neutral | ¥5.91B | -8.89 | ― | ― | -12.37% | 12.44% |
* Consumer Defensive Sector Average
JP:299A
dely inc.
999.00
-32.00
-3.10%
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dely inc. Corporate Events
Kurashiru Tightens Ad Spend and Hiring While Leveraging AI and New Food Campaigns
Mar 25, 2026
Kurashiru, Inc. has outlined its plan to slightly reduce fourth-quarter advertising expenses versus the third quarter, a shift from last year’s post-IPO pattern of aggressive year-end spending. With a full-year budget set from the start of t...
Kurashiru Stays on Plan in Q3 as Media Outperforms and AI Cuts Costs
Feb 24, 2026
Kurashiru reported third-quarter net sales and operating profit generally in line with its internal plan, with media segment revenue exceeding expectations on the back of higher page views and the “Others” business tracking plan despit...
Kurashiru Delivers Strong Q3 Growth and Launches Shareholder Perk to Bolster Investor Loyalty
Feb 3, 2026
Kurashiru, Inc. reported solid third-quarter results for fiscal 2025, with Q3 revenue up 27.1% year on year and non-GAAP operating profit rising 20.6%, contributing to nine-month growth of 31.6% in revenue and 21.4% in non-GAAP operating profit. G...
Kurashiru Posts Double-Digit Profit Growth and Confirms Bullish Full-Year Outlook
Feb 3, 2026
Kurashiru, Inc. reported strong non-consolidated results for the nine months ended December 31, 2025, with net sales rising 31.6% year on year to ¥12.47 billion and operating profit up 22.6% to ¥2.54 billion, while profit increased 37.2%...
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.