Toyokumo, Inc. (JP:4058)
:4058
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Toyokumo, Inc.
(4058)
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Rating:73Outperform
Price Target:
¥2,424.00
▼(-12.84% Downside)
Action:Reiterated
Date:05/15/26
The score is driven primarily by very strong financial performance (high growth, exceptional profitability, debt-free balance sheet, and solid free cash flow). Offsetting this, technicals remain mixed with the stock still below longer-term moving averages, and valuation is relatively expensive (P/E ~32) with only a modest dividend yield (~1%).
Positive Factors
Recurring SaaS model & ecosystem alignment
Toyokumo’s subscription SaaS model and tight integration with Cybozu’s kintone create durable, recurring revenue streams. Platform alignment drives stickiness, recurring billing and opportunities for upsell and cross‑sell, supporting predictable cash flows and stable customer economics over quarters.
Negative Factors
Platform concentration risk (kintone dependency)
Toyokumo’s business is closely tied to Cybozu’s kintone ecosystem, so its addressable market and growth are partially dependent on a partner’s platform adoption and strategy. Any adverse change in Cybozu policies, pricing or market traction could constrain long‑term growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring SaaS model & ecosystem alignment
Toyokumo’s subscription SaaS model and tight integration with Cybozu’s kintone create durable, recurring revenue streams. Platform alignment drives stickiness, recurring billing and opportunities for upsell and cross‑sell, supporting predictable cash flows and stable customer economics over quarters.
Read all positive factors
Toyokumo, Inc. (4058) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥23.37B
Dividend Yield0.52%
Average Volume (3M)47.26K
Price to Earnings (P/E)18.7
Beta (1Y)0.62
Revenue Growth46.71%
EPS Growth43.62%
CountryJP
Employees73
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)93.20
Shares Outstanding11,008,000
10 Day Avg. Volume80,240
30 Day Avg. Volume47,256
Financial Highlights & Ratios
PEG Ratio0.96
Price to Book (P/B)7.44
Price to Sales (P/S)6.19
P/FCF Ratio14.92
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)103.2
Revenue Forecast (FY)¥4.05B
Toyokumo, Inc. Business Overview & Revenue Model
Company Description
Toyokumo, Inc., a service company, engages in the development and provision of cloud services for businesses. It offers safety confirmation service 2, an automatic safety confirmation system; Form Bridge, a service to create forms to be published ...
How the Company Makes Money
Toyokumo primarily makes money by selling subscriptions to its cloud software (SaaS). Revenue is generated through recurring subscription fees paid by customers (typically businesses) to use Toyokumo’s applications, including kintone-related servi...
Toyokumo, Inc. Financial Statement Overview
Summary
Income Statement
92
Very Positive
Balance Sheet
88
Very Positive
Cash Flow
86
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 3.94B | 4.86B | 3.15B | 2.43B | 1.94B | 1.58B |
| Gross Profit | 3.69B | 4.41B | 3.05B | 2.37B | 1.88B | 1.38B |
| EBITDA | 1.59B | 1.86B | 1.18B | 884.91M | 656.75M | 441.63M |
| Net Income | 1.02B | 1.09B | 840.00M | 631.45M | 427.04M | 286.81M |
Balance Sheet | ||||||
| Total Assets | 5.80B | 6.54B | 4.66B | 3.35B | 2.61B | 2.21B |
| Cash, Cash Equivalents and Short-Term Investments | 3.63B | 4.41B | 4.20B | 2.94B | 2.30B | 1.90B |
| Total Debt | 82.00M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 2.26B | 2.48B | 1.61B | 1.11B | 975.36M | 746.91M |
| Stockholders Equity | 3.52B | 4.04B | 3.04B | 2.24B | 1.63B | 1.46B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 2.02B | 1.33B | 768.50M | 645.48M | 367.32M |
| Operating Cash Flow | 0.00 | 2.02B | 1.34B | 770.91M | 650.14M | 443.37M |
| Investing Cash Flow | 0.00 | -1.36B | -70.00M | -87.41M | -4.66M | -162.46M |
| Financing Cash Flow | 0.00 | -448.00M | -107.00M | -40.89M | -250.82M | 469.00K |
Toyokumo, Inc. Technical Analysis
Positive
2781.00
Price Trends
1863.04
Positive
2067.59
Positive
2540.11
Negative
Market Momentum
64.69
Negative
62.68
Neutral
65.07
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4058, the sentiment is Positive. The current price of 2781 is above the 20-day moving average (MA) of 1978.05, above the 50-day MA of 1863.04, and above the 200-day MA of 2540.11, indicating a neutral trend. The MACD of 64.69 indicates Negative momentum. The RSI at 62.68 is Neutral, neither overbought nor oversold. The STOCH value of 65.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4058.
Toyokumo, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | ¥21.84B | 12.21 | ― | 2.53% | 13.31% | 28.58% | |
75 Outperform | ¥26.40B | 18.53 | ― | 3.01% | 6.55% | -28.34% | |
73 Outperform | ¥23.37B | 18.73 | ― | 0.52% | 46.71% | 43.62% | |
69 Neutral | ¥17.94B | 9.01 | ― | 2.40% | 15.12% | 40.67% | |
68 Neutral | ¥40.35B | 45.62 | ― | 0.82% | 6.86% | 37.45% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
* Technology Sector Average
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Toyokumo, Inc. Corporate Events
Toyokumo Completes Share Buyback Totaling 150,000 Shares
Jun 2, 2026
Toyokumo, Inc. has completed a share buyback program authorized by its board of directors on February 13, 2026, under provisions of the Companies Act allowing acquisition of its own shares. The initiative focused on purchasing common shares in the...
Toyokumo Issues Cautionary Notice With Q1 FY2026 Results Translation
May 15, 2026
Toyokumo, Inc. released an English reference translation of its May 2026 Q1-FY2026 financial results, emphasizing that the Japanese original is the authoritative version in case of discrepancies. The company stresses that the materials contain for...
Toyokumo lifts Q1 profits over 80% and raises dividend outlook
May 15, 2026
Toyokumo reported strong results for the three months ended March 31, 2026, with net sales rising 29% year on year to ¥1.39 billion and profit attributable to owners of parent surging 82.9% to ¥401 million. Earnings per share climbed to ...
Toyokumo Posts 33% April Sales Growth, Extending Strong FY2026 Momentum
May 14, 2026
Toyokumo, Inc. reported preliminary consolidated net sales of 500 million yen for April 2026, representing a year-on-year increase of 33.2%, with cumulative sales for the year reaching 1,890 million yen, up 30.1%. While the disclosed figures under...
Toyokumo Advances Share Buyback, Repurchasing Over 100,000 Shares
May 7, 2026
Toyokumo, Inc. has disclosed the status of its ongoing share repurchase program conducted under the provisions of the Companies Act, reporting the acquisition of 48,000 common shares for ¥87,450,000 between April 1 and April 30, 2026. This ac...
Toyokumo Sustains Strong Double-Digit Sales Growth in March 2026
Apr 15, 2026
Toyokumo reported consolidated net sales of 474 million yen for March 2026, bringing cumulative sales for the first quarter of FY2026 to 1,389 million yen, with year-on-year growth of 130.4% for the month and 129.0% cumulatively. These preliminary...
Toyokumo Reports Progress on Share Buyback Program
Apr 2, 2026
Toyokumo, Inc. has disclosed the progress of its ongoing share buyback program conducted under the Companies Act, detailing that it repurchased 37,100 common shares for approximately ¥67.1 million between March 1 and March 31, 2026. This brin...
Toyokumo Maintains Double-Digit Sales Growth at Start of FY2026
Mar 13, 2026
Toyokumo, Inc. reported preliminary consolidated net sales of 463 million yen for February 2026, up 26.6% year on year, following January sales of 451 million yen that were 30.0% higher than the prior-year period. Cumulative sales for the first tw...
Toyokumo Reports Progress on Share Buyback Under Board-Approved Program
Mar 3, 2026
Toyokumo, Inc. has disclosed the status of its ongoing share buyback program authorized under Japan’s Companies Act, acquiring 23,600 of its own common shares for a total of ¥43,210,100 between February 16 and February 28, 2026. This pu...
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.