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NEOJAPAN Inc. (JP:3921)
:3921
Japanese Market
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NEOJAPAN Inc. (3921) AI Stock Analysis

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JP:3921

NEOJAPAN Inc.

(3921)

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Outperform 76 (OpenAI - 5.2)
Rating:76Outperform
Price Target:
¥1,675.00
▼(-7.71% Downside)
Action:Reiterated
Date:03/12/26
The score is driven primarily by strong financial quality (high and improving margins, very low leverage, and improving ROE). Valuation is supportive (moderate P/E and ~2.94% yield), but the overall score is held back by a weaker technical trend with the stock trading below key moving averages.
Positive Factors
High and improving profitability
Sustained, high margins across gross, operating and net lines indicate a scalable, capital-light software model that converts incremental revenue into durable profits. These margins support ongoing R&D, customer success and predictable earnings power over the medium term.
Negative Factors
Uneven revenue growth
Topline growth is inconsistent year-to-year, with a notably soft 2025. Dependence on margin expansion rather than steady demand makes medium-term revenue predictability weaker and increases execution risk if new customer adoption or renewals slow.
Read all positive and negative factors
Positive Factors
Negative Factors
High and improving profitability
Sustained, high margins across gross, operating and net lines indicate a scalable, capital-light software model that converts incremental revenue into durable profits. These margins support ongoing R&D, customer success and predictable earnings power over the medium term.
Read all positive factors

NEOJAPAN Inc. (3921) vs. iShares MSCI Japan ETF (EWJ)

NEOJAPAN Inc. Business Overview & Revenue Model

Company Description
NEOJAPAN Inc. is a software developer and vendor offering ready-to-use solutions to a diverse clientele, including small to large enterprises, educational and medical institutions, and government bodies, both within Japan and internationally. Its ...
How the Company Makes Money
NEOJAPAN primarily makes money by selling and operating its enterprise software products, with revenue typically generated through (1) license/subscription fees for its groupware and related collaboration products, and (2) maintenance/support and ...

NEOJAPAN Inc. Financial Statement Overview

Summary
Strong overall fundamentals: rising and high profitability (2026 gross ~57.6%, operating ~30.3%, net ~22.0%), an exceptionally conservative balance sheet with near-zero leverage (2026 debt-to-equity ~0.0004) and improving ROE (~24.2%). Offsetting factors are uneven revenue growth (notably soft in 2025) and some cash-flow volatility/cash conversion below 1x in 2025–2026.
Income Statement
86
Very Positive
Balance Sheet
94
Very Positive
Cash Flow
82
Very Positive
BreakdownTTMJan 2026Jan 2025Jan 2024Jan 2023Jan 2022
Income Statement
Total Revenue8.31B8.23B7.26B6.62B6.01B5.92B
Gross Profit4.87B4.74B4.03B3.64B3.23B3.03B
EBITDA2.91B2.84B2.26B1.64B1.61B1.51B
Net Income1.85B1.81B1.41B956.35M812.64M866.33M
Balance Sheet
Total Assets10.37B10.69B9.28B8.65B8.03B7.32B
Cash, Cash Equivalents and Short-Term Investments6.43B6.61B5.55B5.40B5.22B4.33B
Total Debt3.09M3.25M2.72M290.00K311.00K364.00K
Total Liabilities2.79B3.21B2.97B2.31B2.30B2.15B
Stockholders Equity7.57B7.47B6.31B6.33B5.72B5.15B
Cash Flow
Free Cash Flow0.002.14B2.05B753.01M956.90M815.44M
Operating Cash Flow0.002.27B2.06B1.03B1.19B1.11B
Investing Cash Flow0.00-552.61M-452.86M-359.00M-174.40M-326.33M
Financing Cash Flow0.00-658.84M-1.49B-389.51M-207.26M-255.83M

NEOJAPAN Inc. Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price1815.00
Price Trends
50DMA
1547.32
Positive
100DMA
1613.32
Negative
200DMA
1719.65
Negative
Market Momentum
MACD
-4.55
Negative
RSI
59.14
Neutral
STOCH
96.09
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3921, the sentiment is Neutral. The current price of 1815 is above the 20-day moving average (MA) of 1512.45, above the 50-day MA of 1547.32, and above the 200-day MA of 1719.65, indicating a neutral trend. The MACD of -4.55 indicates Negative momentum. The RSI at 59.14 is Neutral, neither overbought nor oversold. The STOCH value of 96.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:3921.

NEOJAPAN Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
¥21.85B11.822.53%9.76%19.47%
64
Neutral
¥31.37B15.1532.07%349.54%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
60
Neutral
¥19.55B24.200.82%6.86%37.74%
59
Neutral
¥14.81B19.2315.58%
58
Neutral
¥12.28B27.3812.68%
51
Neutral
¥27.63B25.4018.09%-50.60%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:3921
NEOJAPAN Inc.
1,560.00
-179.38
-10.31%
JP:3853
Asteria Corporation
1,165.00
536.62
85.40%
JP:4448
Chatwork Co.Ltd.
288.00
-194.00
-40.25%
JP:4477
BASE, Inc.
266.00
-119.27
-30.96%
JP:5027
AnyMind Group Inc.
450.00
-87.29
-16.25%
JP:9553
MicroAd, Inc.
532.00
44.00
9.02%

NEOJAPAN Inc. Corporate Events

NEOJAPAN Highlights Q1 FY01/27 Structure and Segment Realignment
Jun 11, 2026
NEOJAPAN Inc. reported its Q1 FY01/27 results, highlighting a business structure centered on software development, system integration, and cloud-based packaged software services. The group also operates overseas units in Malaysia, Thailand, the Ph...
NEOJAPAN Posts Higher Q1 Profit and Confirms Full-Year Outlook
Jun 11, 2026
NEOJAPAN Inc. reported consolidated results for the three months ended April 30, 2026, with net sales rising 4.1% year on year to ¥2,077 million and profit attributable to owners of parent increasing 9.0% to ¥487 million. Operating profi...
NEOJAPAN reclassifies largest shareholder Prosidus as affiliated company after board appointment
May 8, 2026
NEOJAPAN Inc. has reclassified Prosidus Inc., its largest shareholder with a 37.11% direct ownership and a total aggregated voting rights ratio of 45.98%, as an “other affiliated company” effective April 28, 2026. The asset management ...
NEOJAPAN Clarifies Independence Despite Major Stake Held by Affiliated Prosidus Inc.
Apr 30, 2026
NEOJAPAN Inc. has disclosed details regarding Prosidus Inc., classified as another affiliated company that holds 45.98% of its voting rights, and whose shareholders include relatives of Representative Director and President Akinori Saito. The comp...
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.Date of analysis: Mar 12, 2026