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CELSYS, Inc.
(3663)
CELSYS, Inc. (3663) vs. iShares MSCI Japan ETF (EWJ)
CELSYS, Inc. Business Overview & Revenue Model
CELSYS, Inc. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 8.88B | 9.47B | 8.20B | 8.09B | 7.54B | 6.89B |
| Gross Profit | 5.13B | 5.80B | 4.54B | 3.91B | 4.16B | 3.63B |
| EBITDA | 2.97B | 3.65B | 2.80B | 2.13B | 2.32B | 2.33B |
| Net Income | 1.33B | 1.68B | 1.40B | 626.43M | 1.05B | 1.22B |
Balance Sheet | ||||||
| Total Assets | 8.39B | 7.91B | 8.43B | 8.55B | 10.16B | 8.34B |
| Cash, Cash Equivalents and Short-Term Investments | 5.50B | 4.09B | 5.39B | 5.60B | 6.78B | 5.73B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 2.84B | 3.58B | 3.01B | 1.89B | 1.93B | 1.77B |
| Stockholders Equity | 5.55B | 4.33B | 5.42B | 6.59B | 8.22B | 6.58B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 2.55B | 3.70B | 1.51B | 501.49M | 1.21B |
| Operating Cash Flow | 0.00 | 2.62B | 3.73B | 2.34B | 1.55B | 1.97B |
| Investing Cash Flow | 0.00 | -901.51M | -1.65B | -1.47B | -1.03B | -473.51M |
| Financing Cash Flow | 0.00 | -3.02B | -2.30B | -2.12B | 490.54M | 1.28B |
CELSYS, Inc. Technical Analysis
CELSYS, Inc. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥50.00B | 10.66 | ― | 2.81% | 4.47% | 11.37% | |
71 Outperform | ¥6.81B | 23.19 | ― | ― | 11.35% | 160.35% | |
66 Neutral | ¥4.93B | 13.38 | ― | ― | 7.60% | 19.13% | |
63 Neutral | ¥48.58B | 24.40 | ― | 2.06% | 15.45% | -9.67% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
54 Neutral | ¥4.52B | -56.71 | ― | ― | 1.78% | -125.35% |
CELSYS, Inc. Corporate Events
CELSYS has completed an evaluation of its Board of Directors’ effectiveness, using a detailed questionnaire covering board composition, operations, strategy oversight, financial monitoring, and director appointments and compensation. The review concluded that the board’s size and structure are appropriate for the company’s scale, and that it is functioning effectively with active, strategy-focused discussions and adequate information provision to outside officers.
The company also identified areas for improvement, notably securing more time for directors to review materials ahead of meetings and deepening discussions on director nominations to ensure long-term sustainability of the board’s structure. CELSYS plans to respond by organizing additional information-sharing opportunities and pursuing more in-depth debate on management strategy and governance issues, aiming to further strengthen its corporate governance and bolster corporate value over the medium to long term.
The most recent analyst rating on (JP:3663) stock is a Buy with a Yen1648.00 price target. To see the full list of analyst forecasts on CELSYS, Inc. stock, see the JP:3663 Stock Forecast page.
CELSYS reported a strong increase in non-consolidated net sales for the year to December 31, 2025, with revenue rising 32.6% to ¥9.47 billion and operating profit up 4.2% to ¥2.97 billion, while net profit surged 74.4% to ¥1.68 billion, reflecting improved profitability despite a slight decline in ordinary profit. Earnings per share climbed to ¥55.23, and although the equity ratio fell to 54.0% amid lower net assets, the company generated robust operating cash flow of ¥2.62 billion and maintained cash and equivalents of ¥4.04 billion, supporting higher shareholder returns through an annual dividend increase from ¥24 to ¥36 per share.
For 2026, CELSYS forecasts more moderate but steady growth, guiding for a 5.2% rise in net sales to ¥9.96 billion and an 11.8% increase in operating profit to ¥3.32 billion, with net profit projected to jump 30.4% to ¥2.19 billion, implying further margin expansion. The company plans to lift total annual dividends again to ¥38 per share, signaling confidence in its earnings outlook and cash-generation capacity, which is likely to be welcomed by shareholders as management balances growth investment with a rising payout ratio.
The most recent analyst rating on (JP:3663) stock is a Buy with a Yen1648.00 price target. To see the full list of analyst forecasts on CELSYS, Inc. stock, see the JP:3663 Stock Forecast page.
CELSYS, Inc. reports that business operations and net sales are progressing broadly in line with its Medium-Term Management Plan for 2025–2027, with net sales expected to reach 10.7 billion yen and return on equity to stay at or above 30%. The company now forecasts that its 2027 operating profit target of 3.3 billion yen, with an operating margin in the 30% range, will be achieved a year earlier than planned, driven by disciplined advertising spending at 14%–16% of net sales and steady, constant-scale business investment, implying stronger profitability and a solid financial outlook for stakeholders.
CELSYS also expects operating profit in 2027 to significantly exceed the original target, indicating greater earnings potential than previously guided. This trajectory underlines the company’s ability to balance growth investments with margin preservation, reinforcing its positioning as a highly profitable player in its segment of the creative software and digital content market.
The most recent analyst rating on (JP:3663) stock is a Buy with a Yen1648.00 price target. To see the full list of analyst forecasts on CELSYS, Inc. stock, see the JP:3663 Stock Forecast page.
CELSYS reported that in January 2026 both annual recurring revenue from Clip Studio Paint subscriptions and overall company revenue reached record highs, with ARR for the flagship product hitting approximately ¥5.5 billion on a three-month moving-average basis. The churn rate for paid Clip Studio Paint subscriptions remained low and stable at around mid‑4% levels, underscoring steady, resilient subscription growth and reinforcing CELSYS’s position in the creator-support software market as it scales its recurring-revenue model.
The most recent analyst rating on (JP:3663) stock is a Buy with a Yen1648.00 price target. To see the full list of analyst forecasts on CELSYS, Inc. stock, see the JP:3663 Stock Forecast page.
CELSYS reported record-high performance in December 2025, with Clip Studio Paint subscription annual recurring revenue (ARR) rising to approximately ¥5.45 billion, alongside all-time highs in total company revenue and new subscriber acquisitions. The churn rate for paid Clip Studio Paint subscriptions remained low and stable at around the mid-4% range, underscoring strong user retention and signaling robust, steady growth in CELSYS’s subscription business and recurring revenue base, which further strengthens its position in the global digital creator tools market.
The most recent analyst rating on (JP:3663) stock is a Buy with a Yen1967.00 price target. To see the full list of analyst forecasts on CELSYS, Inc. stock, see the JP:3663 Stock Forecast page.
CELSYS, Inc. has completed a share buyback program authorized by its board on November 14, 2025, acquiring a total of 604,000 common shares for approximately ¥999.99 million through market purchases on the Tokyo Stock Exchange. Within this, from December 1 to December 17, the company repurchased 364,500 shares for about ¥601.46 million, effectively reaching the upper limit of the planned acquisition budget, a move that is likely aimed at enhancing shareholder value, optimizing capital structure, and potentially improving earnings per share for existing investors.
CELSYS, Inc. reported a record high in Annual Recurring Revenue (ARR) for its Clip Studio Paint subscriptions in November 2025, reaching 5.3 billion yen. The company’s business metrics remain stable, and the churn rate for paid subscriptions has decreased significantly since the changes made to the payment system in May 2023, indicating a positive trend in customer retention.