Buy Or Sell Opportunity • Jun 17
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 8.2% to JP¥489. The fair value is estimated to be JP¥402, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Jun 01
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 2.6% to JP¥473. The fair value is estimated to be JP¥393, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable. Announcement • May 27
Paycloud Holdings Inc. to Report Q3, 2026 Results on Jul 14, 2026 Paycloud Holdings Inc. announced that they will report Q3, 2026 results on Jul 14, 2026 New Risk • Apr 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (JP¥7.50b market cap, or US$47.0m). Buy Or Sell Opportunity • Apr 24
Now 22% overvalued Over the last 90 days, the stock has fallen 6.8% to JP¥465. The fair value is estimated to be JP¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last year. Meanwhile, the company has become profitable. Announcement • Apr 17
Paycloud Holdings Inc. (TSE:4015) announces an Equity Buyback for 600,000 shares, representing 3.75% for ¥300 million. Paycloud Holdings Inc. (TSE:4015) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 3.57% of its share capital for ¥300 million. The shares will be repurchased at a price of ¥500 per share. The purpose of the program is to improve capital efficiency and implement agile capital policies in response to changes in the business environment. The program is valid till August 31, 2026. As of March 31, 2026, the company has 16,016,377 issued shares (excluding treasury stock) and had 771 shares in treasury. Reported Earnings • Apr 16
Second quarter 2026 earnings released: EPS: JP¥5.21 (vs JP¥9.33 in 2Q 2025) Second quarter 2026 results: EPS: JP¥5.21 (down from JP¥9.33 in 2Q 2025). Revenue: JP¥2.32b (down 6.9% from 2Q 2025). Net income: JP¥83.0m (down 44% from 2Q 2025). Profit margin: 3.6% (down from 5.9% in 2Q 2025). Announcement • Apr 07
Paycloud Holdings Inc. to Report Q2, 2026 Results on Apr 14, 2026 Paycloud Holdings Inc. announced that they will report Q2, 2026 results on Apr 14, 2026 Reported Earnings • Jan 15
First quarter 2026 earnings released: EPS: JP¥3.40 (vs JP¥4.12 in 1Q 2025) First quarter 2026 results: EPS: JP¥3.40 (down from JP¥4.12 in 1Q 2025). Revenue: JP¥2.40b (up 2.4% from 1Q 2025). Net income: JP¥54.0m (down 17% from 1Q 2025). Profit margin: 2.3% (down from 2.8% in 1Q 2025). Announcement • Nov 27
Paycloud Holdings Inc. to Report Q1, 2026 Results on Jan 14, 2026 Paycloud Holdings Inc. announced that they will report Q1, 2026 results on Jan 14, 2026 Valuation Update With 7 Day Price Move • Oct 22
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥539, the stock trades at a trailing P/E ratio of 60x. Average trailing P/E is 16x in the Professional Services industry in Japan. Total returns to shareholders of 31% over the past three years. Announcement • Oct 16
Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2025 Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2025. Reported Earnings • Oct 16
Full year 2025 earnings released: EPS: JP¥9.02 (vs JP¥5.36 in FY 2024) Full year 2025 results: EPS: JP¥9.02 (up from JP¥5.36 in FY 2024). Revenue: JP¥10.2b (up 49% from FY 2024). Net income: JP¥143.0m (up 93% from FY 2024). Profit margin: 1.4% (up from 1.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 184% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Sep 01
Paycloud Holdings Inc. to Report Fiscal Year 2025 Results on Oct 15, 2025 Paycloud Holdings Inc. announced that they will report fiscal year 2025 results on Oct 15, 2025 Reported Earnings • Jul 16
Third quarter 2025 earnings released: EPS: JP¥7.63 (vs JP¥9.67 in 3Q 2024) Third quarter 2025 results: EPS: JP¥7.63 (down from JP¥9.67 in 3Q 2024). Revenue: JP¥2.81b (flat on 3Q 2024). Net income: JP¥121.0m (down 20% from 3Q 2024). Profit margin: 4.3% (down from 5.4% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 203% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Announcement • May 29
Paycloud Holdings Inc. to Report Q3, 2025 Results on Jul 14, 2025 Paycloud Holdings Inc. announced that they will report Q3, 2025 results on Jul 14, 2025 Board Change • May 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Chairman of the Board Takashi Miura was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 15
Second quarter 2025 earnings released: EPS: JP¥9.33 (vs JP¥1.09 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥9.33 (up from JP¥1.09 loss in 2Q 2024). Revenue: JP¥2.50b (up 163% from 2Q 2024). Net income: JP¥148.0m (up JP¥161.0m from 2Q 2024). Profit margin: 5.9% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. New Risk • Apr 08
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (JP¥8.73b market cap, or US$59.4m). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥482, the stock trades at a trailing P/E ratio of 54.6x. Average trailing P/E is 14x in the Professional Services industry in Japan. Total loss to shareholders of 10% over the past three years. Announcement • Feb 27
Paycloud Holdings Inc. to Report Q2, 2025 Results on Apr 14, 2025 Paycloud Holdings Inc. announced that they will report Q2, 2025 results on Apr 14, 2025 New Risk • Jan 16
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (JP¥8.15b market cap, or US$52.1m). Reported Earnings • Jan 15
First quarter 2025 earnings released: EPS: JP¥4.12 (vs JP¥0.084 loss in 1Q 2024) First quarter 2025 results: EPS: JP¥4.12 (up from JP¥0.084 loss in 1Q 2024). Revenue: JP¥2.34b (up 125% from 1Q 2024). Net income: JP¥65.0m (up JP¥66.0m from 1Q 2024). Profit margin: 2.8% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Announcement • Dec 03
Paycloud Holdings Inc. to Report Q1, 2025 Results on Jan 14, 2025 Paycloud Holdings Inc. announced that they will report Q1, 2025 results on Jan 14, 2025 Reported Earnings • Oct 18
Full year 2024 earnings released: EPS: JP¥5.36 (vs JP¥10.64 in FY 2023) Full year 2024 results: EPS: JP¥5.36 (down from JP¥10.64 in FY 2023). Revenue: JP¥6.85b (up 53% from FY 2023). Net income: JP¥74.0m (down 35% from FY 2023). Profit margin: 1.1% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses. Announcement • Oct 15
Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2024 Paycloud Holdings Inc., Annual General Meeting, Nov 26, 2024. Buy Or Sell Opportunity • Oct 04
Now 20% undervalued Over the last 90 days, the stock has risen 24% to JP¥618. The fair value is estimated to be JP¥775, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Announcement • Aug 28
Paycloud Holdings Inc. to Report Fiscal Year 2024 Results on Oct 15, 2024 Paycloud Holdings Inc. announced that they will report fiscal year 2024 results on Oct 15, 2024 Buy Or Sell Opportunity • Aug 28
Now 23% undervalued Over the last 90 days, the stock has risen 37% to JP¥614. The fair value is estimated to be JP¥793, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to JP¥643, the stock trades at a trailing P/E ratio of 56.1x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total loss to shareholders of 48% over the past three years. Reported Earnings • Jul 16
Third quarter 2024 earnings released: EPS: JP¥9.67 (vs JP¥3.57 in 3Q 2023) Third quarter 2024 results: EPS: JP¥9.67 (up from JP¥3.57 in 3Q 2023). Revenue: JP¥2.83b (up 145% from 3Q 2023). Net income: JP¥152.0m (up 262% from 3Q 2023). Profit margin: 5.4% (up from 3.6% in 3Q 2023). The increase in margin was driven by higher revenue. New Risk • Jun 06
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risks Less than 3 years of financial data is available. Shareholders have been diluted in the past year (42% increase in shares outstanding). Market cap is less than US$100m (JP¥7.42b market cap, or US$47.6m). Board Change • Apr 14
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Takeshi Kaneko was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Mar 03
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 54% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (54% increase in shares outstanding). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥8.03b market cap, or US$53.5m). Announcement • Feb 29
arara inc. to Report Q2, 2024 Results on Apr 12, 2024 arara inc. announced that they will report Q2, 2024 results on Apr 12, 2024 Board Change • Feb 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Emi Yoneda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jan 14
First quarter 2024 earnings released First quarter 2024 results: JP¥0.084 loss per share. Net loss: JP¥1.00m (flat on 1Q 2023). Valuation Update With 7 Day Price Move • Nov 27
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥624, the stock trades at a trailing P/E ratio of 64.9x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total loss to shareholders of 78% over the past three years. Announcement • Nov 02
arara inc. to Report Q1, 2024 Results on Jan 12, 2024 arara inc. announced that they will report Q1, 2024 results on Jan 12, 2024 Valuation Update With 7 Day Price Move • Oct 20
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥579, the stock trades at a trailing P/E ratio of 60.2x. Average trailing P/E is 17x in the Professional Services industry in Japan. Total returns to shareholders of 47% over the past year. Announcement • Oct 15
arara inc., Annual General Meeting, Nov 28, 2023 arara inc., Annual General Meeting, Nov 28, 2023. Announcement • Sep 17
arara inc. to Report Fiscal Year 2023 Results on Oct 13, 2023 arara inc. announced that they will report fiscal year 2023 results on Oct 13, 2023 Announcement • May 28
arara inc. to Report Q3, 2023 Results on Jul 14, 2023 arara inc. announced that they will report Q3, 2023 results on Jul 14, 2023 Announcement • Feb 04
arara inc. to Report Q2, 2023 Results on Apr 14, 2023 arara inc. announced that they will report Q2, 2023 results on Apr 14, 2023 Announcement • Nov 03
arara inc. to Report Q1, 2023 Results on Jan 13, 2023 arara inc. announced that they will report Q1, 2023 results on Jan 13, 2023 Reported Earnings • Oct 17
Full year 2022 earnings released: JP¥252 loss per share (vs JP¥37.31 profit in FY 2021) Full year 2022 results: JP¥252 loss per share (down from JP¥37.31 profit in FY 2021). Revenue: JP¥1.17b (down 20% from FY 2021). Net loss: JP¥1.83b (down JP¥2.06b from profit in FY 2021). Announcement • Oct 15
Arara Inc. Provides Consolidated Earnings Guidance for the Period Ending August 2023 arara inc. provided consolidated earnings guidance for the period ending August 2023. For the period ending August 2023, the company expects net sales of JPY 4,300 million, operating loss of JPY 100 million. Announcement • Oct 14
arara inc., Annual General Meeting, Nov 25, 2022 arara inc., Annual General Meeting, Nov 25, 2022. Announcement • Aug 03
arara inc. to Report Fiscal Year 2022 Results on Oct 14, 2022 arara inc. announced that they will report fiscal year 2022 results on Oct 14, 2022 Reported Earnings • Jul 17
Third quarter 2022 earnings released: JP¥7.03 loss per share (vs JP¥6.23 profit in 3Q 2021) Third quarter 2022 results: JP¥7.03 loss per share (down from JP¥6.23 profit in 3Q 2021). Revenue: JP¥287.0m (down 11% from 3Q 2021). Net loss: JP¥45.0m (down 215% from profit in 3Q 2021). Board Change • Jun 03
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Emi Yoneda was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • May 12
arara inc. to Report Q3, 2022 Results on Jul 15, 2022 arara inc. announced that they will report Q3, 2022 results on Jul 15, 2022 Reported Earnings • Apr 15
Second quarter 2022 earnings released: JP¥6.66 loss per share (vs JP¥6.23 profit in 2Q 2021) Second quarter 2022 results: JP¥6.66 loss per share (down from JP¥6.23 profit in 2Q 2021). Revenue: JP¥279.0m (down 13% from 2Q 2021). Net loss: JP¥42.0m (down 208% from profit in 2Q 2021). Announcement • Feb 03
arara inc. to Report Q2, 2022 Results on Apr 14, 2022 arara inc. announced that they will report Q2, 2022 results on Apr 14, 2022 Reported Earnings • Jan 16
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: JP¥205 loss per share (down from JP¥9.15 profit in 1Q 2021). Revenue: JP¥277.0m (down 8.6% from 1Q 2021). Net loss: JP¥1.29b (down JP¥1.34b from profit in 1Q 2021). Revenue was in line with analyst estimates. Reported Earnings • Dec 05
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥37.31 (up from JP¥25.15 in FY 2020). Revenue: JP¥1.46b (up 22% from FY 2020). Net income: JP¥229.0m (up 60% from FY 2020). Profit margin: 16% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Announcement • Aug 26
arara inc. (TSE:4015) agreed to acquire 33.3% stake in Valuedesign Inc. from JNS Holdings Inc. (TSE:3627) and its subsidiaries. arara inc. (TSE:4015) agreed to acquire 33.3% stake in Valuedesign Inc. from JNS Holdings Inc. (TSE:3627) and its subsidiaries on August 25, 2021. As per terms, arara will acquire 0.58 million shares. Trasnaction is expected to close by August 31, 2021. Announcement • Feb 17
arara inc. to Report Q2, 2021 Results on Apr 13, 2021 arara inc. announced that they will report Q2, 2021 results on Apr 13, 2021 Announcement • Nov 20
arara inc. has completed an IPO in the amount of ¥1.11034 billion. arara inc. has completed an IPO in the amount of ¥1.11034 billion.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 793,100
Price\Range: ¥1400
Discount Per Security: ¥112
Transaction Features: Sponsor Backed Offering