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Smaregi, Inc. (JP:4431)
:4431
Japanese Market
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Smaregi, Inc. (4431) Price & Analysis

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4431 Stock Chart & Stats

¥3055.00
-¥42.00(-1.56%)
At close: 4:00 PM EST
¥3055.00
-¥42.00(-1.56%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue ModelSmaregi's core business is a cloud POS platform sold largely via recurring fees, creating predictable subscription revenue and customer lock-in. This durable model supports steady cash inflows, higher lifetime value, and scalable margins as revenue grows, aiding multi‑period reinvestment and planning.
Strong Top-line Growth With Healthy MarginsSustained double‑digit revenue growth paired with high gross and operating margins signals a scalable software business. Durable growth plus 20%+ EBIT margins suggest structural unit economics that can fund R&D and sales while preserving profitability over the medium term, supporting free cash generation.
Conservative Balance Sheet And Strong ROEExtremely low leverage and a strengthened equity base reduce financial risk and provide capacity for opportunistic investments. Combined with a ~21% ROE, this indicates efficient capital use and a solid buffer to weather cyclical stress while preserving strategic optionality over a 2–6 month horizon.
Bears Say
Margin Variability RiskAlthough margins are currently strong, historical variability suggests profitability is sensitive to cost pressures or growth investments. That undermines predictability of long‑term cash flows and could compress free cash flow if Smaregi ramps spending or faces pricing pressure in its merchant markets.
Uneven Cash ConversionOperating cash flow trailing net income in 2025 and past weakness indicate working‑capital or timing volatility. This uneven conversion increases the risk that accounting profits won't consistently translate to free cash flow, limiting predictable funding for capex, dividends, or buybacks over the medium term.
ROE Sensitivity Due To Minimal LeverageExtremely conservative leverage reduces financial risk but removes a source of return enhancement. In a downturn, without leverage to cushion or boost returns, ROE could decline sharply, making equity returns more dependent on sustained earnings growth and tight cost control.

Smaregi, Inc. News

4431 FAQ

What was Smaregi, Inc.’s price range in the past 12 months?
Smaregi, Inc. lowest stock price was ¥1969.00 and its highest was ¥3630.00 in the past 12 months.
    What is Smaregi, Inc.’s market cap?
    Smaregi, Inc.’s market cap is ¥50.51B.
      When is Smaregi, Inc.’s upcoming earnings report date?
      The company’s upcoming earnings report date is not yet available.
      How were Smaregi, Inc.’s earnings last quarter?
      Currently, no data Available
      Is Smaregi, Inc. overvalued?
      According to Wall Street analysts Smaregi, Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
        Does Smaregi, Inc. pay dividends?
        Smaregi, Inc. pays a Notavailable dividend of ¥15 which represents an annual dividend yield of 0.52%. See more information on Smaregi, Inc. dividends here
          What is Smaregi, Inc.’s EPS estimate?
          Smaregi, Inc.’s EPS estimate for its next earnings report is not yet available.
          How many shares outstanding does Smaregi, Inc. have?
          Smaregi, Inc. has 19,693,800 shares outstanding.
            What happened to Smaregi, Inc.’s price movement after its last earnings report?
            Currently, no data Available
            Which hedge fund is a major shareholder of Smaregi, Inc.?
            Currently, no hedge funds are holding shares in JP:4431
            What is the TipRanks Smart Score and how is it calculated?
            Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

              Company Description

              Smaregi, Inc.

              Smaregi, Inc. plans, designs, develops, and provides Web services. The company also offers Smaregi, a cloud type POS cash register system; Smaregi Waiter, an order management system that uses smartphones; and Smaregi - Time Card, a cloud-based attendance management service that manages attendance information, as well as provides payroll calculation, vacation management, shift management, daily report, and project management functions. It is also involved in data collection/analysis and mail order businesses. The company was incorporated in 2005 and is headquartered in Osaka, Japan.

              Smaregi, Inc. (4431) Earnings & Revenues

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