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Appier Group, Inc.
(4180)
Select Model
Select Model
Rating:66Neutral
Price Target:
¥778.00
▼(-27.56% Downside)
Action:Reiterated
Date:05/15/26
The score is driven primarily by solid financial performance (profitability turnaround and positive cash generation), supported by constructive technical trends. It is meaningfully held back by very expensive valuation (high P/E and minimal dividend yield) and some recent softening in margins and cash-flow growth.
Positive Factors
Sustained profitability
The multi-year shift to sustained profitability since 2022 shows the business model reached recurring-margin scale. Durable profits improve internal funding for R&D, strengthen customer confidence in product maturity, and reduce dependency on external capital for medium-term expansion.
Negative Factors
Net margin compression
A noticeable fall in net margin suggests rising operating costs or heavier reinvestment needs that erode profitability leverage. If sustained, weaker margins limit internal funding for growth, reduce free-cash-flow upside, and pressure returns to shareholders over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained profitability
The multi-year shift to sustained profitability since 2022 shows the business model reached recurring-margin scale. Durable profits improve internal funding for R&D, strengthen customer confidence in product maturity, and reduce dependency on external capital for medium-term expansion.
Read all positive factors
Appier Group, Inc. (4180) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥73.98B
Dividend Yield0.18%
Average Volume (3M)754.20K
Price to Earnings (P/E)28.3
Beta (1Y)1.25
Revenue Growth29.01%
EPS Growth-10.58%
CountryJP
Employees708
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)25.46
Shares Outstanding102,753,490
10 Day Avg. Volume619,750
30 Day Avg. Volume754,196
Financial Highlights & Ratios
PEG Ratio-3.44
Price to Book (P/B)2.94
Price to Sales (P/S)2.50
P/FCF Ratio33.60
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥915.00Price Target Upside-14.80% Downside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)33.6
Revenue Forecast (FY)¥54.25B
Appier Group, Inc. Business Overview & Revenue Model
Company Description
Headquartered in Tokyo, Japan, and established in 2018, Appier Group, Inc. operates as a technology enterprise. The company furnishes businesses, both in Japan and globally, with artificial intelligence (AI) platforms designed to empower data-driv...
How the Company Makes Money
Appier primarily makes money by selling AI-driven software and related services to business customers, typically under subscription and/or usage-based arrangements tied to its marketing and advertising solutions. Key revenue streams generally come...
Appier Group, Inc. Financial Statement Overview
Summary
Income Statement
76
Positive
Balance Sheet
72
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 46.49B | 43.74B | 34.06B | 26.42B | 19.43B | 12.66B |
| Gross Profit | 22.09B | 19.64B | 17.80B | 13.71B | 10.00B | 6.24B |
| EBITDA | 6.07B | 6.46B | 5.07B | 3.19B | 1.49B | -414.61M |
| Net Income | 2.59B | 2.56B | 2.93B | 1.00B | 21.32M | -1.18B |
Balance Sheet | ||||||
| Total Assets | 61.29B | 60.50B | 44.64B | 37.85B | 35.94B | 31.21B |
| Cash, Cash Equivalents and Short-Term Investments | 11.97B | 14.30B | 12.22B | 14.14B | 17.74B | 21.50B |
| Total Debt | 12.38B | 11.11B | 3.78B | 3.35B | 5.06B | 7.71B |
| Total Liabilities | 23.59B | 23.35B | 10.32B | 8.76B | 9.74B | 8.37B |
| Stockholders Equity | 37.71B | 37.15B | 34.31B | 29.09B | 26.20B | 22.84B |
Cash Flow | ||||||
| Free Cash Flow | 3.03B | 3.25B | 1.85B | 2.11B | 898.24M | -849.61M |
| Operating Cash Flow | 3.06B | 3.27B | 1.93B | 2.22B | 995.89M | -746.78M |
| Investing Cash Flow | -3.10B | -4.33B | -2.24B | 1.97B | -3.77B | -9.08B |
| Financing Cash Flow | 6.47B | 7.04B | -792.00M | -2.25B | -520.05M | 14.40B |
Appier Group, Inc. Technical Analysis
Negative
1074.00
Price Trends
898.92
Negative
866.41
Negative
1073.76
Negative
Market Momentum
-48.86
Positive
27.51
Positive
6.12
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4180, the sentiment is Negative. The current price of 1074 is above the 20-day moving average (MA) of 831.90, above the 50-day MA of 898.92, and above the 200-day MA of 1073.76, indicating a bearish trend. The MACD of -48.86 indicates Positive momentum. The RSI at 27.51 is Positive, neither overbought nor oversold. The STOCH value of 6.12 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4180.
Appier Group, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥51.67B | 22.82 | ― | 0.52% | 20.60% | 35.88% | |
68 Neutral | ¥78.99B | 32.27 | 6.41% | ― | 61.41% | -14.56% | |
66 Neutral | ¥73.98B | 28.28 | ― | 0.18% | 29.01% | -10.58% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
60 Neutral | ¥138.13B | 20.92 | ― | 1.76% | 178.95% | 4567.63% | |
59 Neutral | ¥7.95B | 22.96 | ― | ― | 7.92% | ― | |
53 Neutral | ¥3.25B | -1.88 | ― | 1.17% | -7.26% | -128.69% |
* Technology Sector Average
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Appier Group, Inc. Corporate Events
Appier Leans on Agentic AI Strategy in FY2026 Q1 Update
May 13, 2026
Appier Group reported its FY2026 first-quarter earnings while emphasizing its strategy of turning agentic AI capabilities into tangible returns on investment for clients. The company highlighted recent recognition by Gartner as a product leader in...
Appier Posts Strong Q1 2026 Growth and Keeps Bullish Full-Year Outlook
May 13, 2026
Appier Group reported strong first-quarter 2026 results, with revenue rising 29.4% year-on-year to ¥12.1 billion and EBITDA up 40.6%, while net income attributable to owners of the parent nearly doubled to ¥69 million. The company also s...
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.