Yamada Servicer Synthetic Office Co., Ltd. (4351) AI Stock Analysis

• Market Cap: ¥3.93B
• Dividend Yield: 1.13%
• Average Volume (3M): 1.23K
• Price to Earnings (P/E): 50.6
• Beta (1Y): 0.12
• Revenue Growth: -17.56%
• EPS Growth: -356.81%
• Country: JP
• Employees: 233
• Sector: Industrials
• Sector Strength: 72
• Industry: Specialty Business Services
• EPS (TTM): 53.36
• Shares Outstanding: 4,268,000
• 10 Day Avg. Volume: 760
• 30 Day Avg. Volume: 1,226
• PEG Ratio: 1.17
• Price to Book (P/B): 1.07
• Price to Sales (P/S): 1.58
• P/FCF Ratio: 2.56
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 55 Neutral
• Price Target: ¥858.00 ▲(1.30% Upside)
• Action: Reiterated Date: 03/24/26
• Date: Action: Reiterated 03/24/26

The score is primarily supported by improving financial performance in 2025 (revenue growth, better profitability, and sharply lower leverage), but is capped by historically volatile cash flows and thin returns. Technicals are mildly weak with the stock below major moving averages and a negative MACD, and valuation is a significant headwind due to the elevated P/E and modest yield.

Positive Factors

Revenue and Margin Recovery

Yamada Servicer posted a clear revenue rebound in 2025 alongside margin improvement, showing the business can grow top line and convert incremental sales to profit. This recovery signals improving demand or pricing power and supports more predictable earnings over the next several quarters as management executes on operations.

Negative Factors

Structurally Thin Profitability

Margins and returns remain low, limiting the company's ability to absorb cost inflation or invest for growth without diluting returns. Persistent single-digit operating margins and very low ROE constrain capacity to build shareholder value and make long-term earnings resilience vulnerable to small revenue shocks.

Yamada Servicer Synthetic Office Co., Ltd. Business Overview & Revenue Model

Company Description

Yamada Servicer Synthetic Office Co.,Ltd operates as a servicer company in Japan. The company engages in the management and collection of purchased receivables and entrusted receivables. It also provides revitalization and real estate consulting s...

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Yamada Servicer Synthetic Office Co.,Ltd operates as a servicer company in Japan. The company engages in the management and collection of purchased receivables and entrusted receivables. It also provides revitalization and real estate consulting s...

Yamada Servicer Synthetic Office Co., Ltd. Financial Statement Overview

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	2.03B	2.28B	2.29B	2.48B	2.39B	2.19B
Gross Profit	496.22M	694.24M	657.56M	674.37M	652.14M	703.57M
EBITDA	-97.56M	108.61M	98.56M	116.95M	82.94M	127.05M
Net Income	-143.07M	71.27M	49.70M	120.41M	76.62M	144.56M
Balance Sheet
Total Assets	6.41B	5.80B	6.68B	7.05B	5.17B	6.14B
Cash, Cash Equivalents and Short-Term Investments	1.10B	1.47B	917.16M	708.12M	758.79M	1.35B
Total Debt	2.06B	1.28B	2.15B	2.52B	804.10M	1.80B
Total Liabilities	3.22B	2.43B	3.34B	3.78B	1.99B	2.95B
Stockholders Equity	3.19B	3.37B	3.35B	3.27B	3.18B	3.19B
Cash Flow
Free Cash Flow	0.00	1.41B	620.96M	-1.80B	394.23M	-440.50M
Operating Cash Flow	0.00	1.41B	637.43M	-1.80B	394.23M	-416.26M
Investing Cash Flow	0.00	103.22M	-11.11M	173.91M	69.84M	411.41M
Financing Cash Flow	0.00	-938.86M	-428.22M	1.58B	-1.07B	-255.23M

Yamada Servicer Synthetic Office Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 847.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4351, the sentiment is Positive. The current price of 847 is below the 20-day moving average (MA) of 863.45, below the 50-day MA of 854.24, and below the 200-day MA of 861.80, indicating a bullish trend. The MACD of 12.31 indicates Negative momentum. The RSI at 72.05 is Negative, neither overbought nor oversold. The STOCH value of 91.48 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4351.

Yamada Servicer Synthetic Office Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
6183	73 Outperform	¥107.45B	13.36	―	4.17%	0.44%	44.52%
4384	71 Outperform	¥114.99B	21.77	19.59%	0.16%	18.08%	136.77%
4346	64 Neutral	¥9.94B	35.99	―	3.65%	16.07%	50.91%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
6093	62 Neutral	¥7.77B	419.02	―	3.28%	5.33%	-38.75%
4351	55 Neutral	¥3.93B	50.62	―	1.13%	-17.56%	-356.81%