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PLAID Inc.
(4165)
PLAID Inc. (4165) vs. iShares MSCI Japan ETF (EWJ)
PLAID Inc. Business Overview & Revenue Model
PLAID Inc. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 12.76B | 13.40B | 10.99B | 8.63B | 7.30B | 5.44B |
| Gross Profit | 9.31B | 9.71B | 7.87B | 6.24B | 5.37B | 3.99B |
| EBITDA | 1.29B | 1.45B | 142.95M | -1.88B | -779.95M | -63.41M |
| Net Income | 1.14B | 1.10B | 320.73M | -2.11B | -930.78M | -106.65M |
Balance Sheet | ||||||
| Total Assets | 8.52B | 9.65B | 7.30B | 6.22B | 7.09B | 6.98B |
| Cash, Cash Equivalents and Short-Term Investments | 5.95B | 6.60B | 4.74B | 3.83B | 4.24B | 4.17B |
| Total Debt | 1.03B | 1.82B | 1.32B | 1.38B | 1.84B | 916.09M |
| Total Liabilities | 4.03B | 4.84B | 4.10B | 3.47B | 3.02B | 2.03B |
| Stockholders Equity | 4.44B | 4.79B | 3.15B | 2.60B | 4.06B | 4.86B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.33B | 842.86M | -371.80M | -883.55M | 391.12M |
| Operating Cash Flow | 0.00 | 1.38B | 900.48M | -325.09M | -809.23M | 410.90M |
| Investing Cash Flow | 0.00 | 215.71M | -49.69M | -89.00M | -135.11M | -1.33B |
| Financing Cash Flow | 0.00 | 264.84M | 66.77M | 905.00K | 1.01B | 3.00B |
PLAID Inc. Technical Analysis
PLAID Inc. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥21.88B | 15.96 | ― | 3.86% | 0.50% | 17.15% | |
70 Outperform | ¥32.45B | 17.37 | ― | 1.45% | 5.48% | 5.36% | |
64 Neutral | ¥62.15B | -33.25 | ― | ― | 8.98% | -581.59% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
59 Neutral | ¥31.51B | 28.31 | ― | ― | 21.87% | 240.21% | |
52 Neutral | ¥47.70B | -191.31 | ― | ― | 29.56% | 86.66% | |
41 Neutral | ¥10.79B | -27.12 | ― | ― | 22.18% | 28.27% |
PLAID Inc. Corporate Events
PLAID, Inc. has approved the issuance of 11,072 shares of common stock as restricted stock compensation to two outside directors, with a total paid-in amount of ¥9,599,424 based on the January 15, 2026 market closing price of ¥867 per share. The move extends the company’s existing restricted stock compensation plan—originally designed for internal directors—to outside directors, following shareholder approval in December 2025, in order to align their interests more closely with shareholders, incentivize long-term oversight of management, and secure director commitment over a three-year period through transfer restrictions and clawback-style provisions tied to tenure and organizational changes.
The most recent analyst rating on (JP:4165) stock is a Buy with a Yen871.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID, Inc. announced an amendment to its restricted stock compensation plan to include Outside Directors, aiming to align their interests with shareholders and enhance their supervisory role. This move, pending shareholder approval, reflects PLAID’s commitment to improving corporate governance and could impact its market positioning by fostering stronger alignment between management and shareholders.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID, Inc. announced a proposal to reduce its capital reserve and transfer the amount to other capital surplus, a move aimed at enabling more flexible capital policy implementation. This internal financial adjustment, set to be finalized by February 2026, will not affect the company’s net assets or business results, ensuring stability for stakeholders.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID Inc. has announced a revision to its full-year consolidated earnings forecast due to a change in its fiscal year-end, extending the current fiscal year to a 15-month period ending December 31, 2026. This adjustment, pending shareholder approval, reflects an increase in projected net sales and income figures, indicating a positive outlook for the company’s financial performance during this transitional period.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID, Inc. announced a change in its fiscal year-end from September 30 to December 31, aiming to reduce the impact of seasonal factors on performance and enhance management transparency. This change, along with amendments to the Articles of Incorporation, is expected to improve operational efficiency and corporate value, affecting the timing of shareholder meetings and dividend distributions.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID Inc. announced its acquisition of CloudFit, Inc., a startup specializing in digital transformation and cloud services, to make it a subsidiary. This strategic move aims to enhance PLAID’s digital transformation capabilities and accelerate business expansion by integrating CloudFit’s expertise with PLAID’s existing services. The acquisition is expected to strengthen PLAID’s market position by expanding professional services and creating new business models through generative AI, ultimately improving productivity and profitability for clients.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID, Inc. announced extraordinary losses in its non-consolidated financial results for the fiscal year ending September 30, 2025, due to a provision for doubtful accounts and a loss on valuation of shares of its subsidiary, Emotion Tech Inc. The company recorded a 100 million yen provision for doubtful accounts and a 109 million yen loss on the valuation of shares, but these losses do not impact the consolidated financial results as they are offset and eliminated in the consolidated statements.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID Inc. reported a significant increase in its financial performance for the fiscal year ended September 30, 2025, compared to the previous year. The company achieved a 21.9% increase in net sales, driven by strong subscription revenue and demand for its consulting services. Effective cost management also contributed to a substantial rise in operating income, highlighting PLAID’s successful strategic execution and market positioning.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID Inc. reported a significant increase in its financial performance for the fiscal year ended September 30, 2025, with net sales rising by 21.9% and net income attributable to owners of the parent soaring by 242.7%. The company plans to continue its growth trajectory by executing agile growth investments and providing quarterly earnings forecasts to enhance transparency.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1010.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.
PLAID, Inc. has entered into a loan agreement to secure financing aimed at supporting its organic growth, funding mergers and acquisitions, and optimizing capital efficiency. The company secured a total of 4 billion yen from multiple banks, with the loans being unsecured and unguaranteed, and the impact on the company’s business performance for the fiscal year ending September 2026 is expected to be minor.
The most recent analyst rating on (JP:4165) stock is a Hold with a Yen1198.00 price target. To see the full list of analyst forecasts on PLAID Inc. stock, see the JP:4165 Stock Forecast page.