Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
3640.T
Strong BuyUnloved QualityREMOVEDensan Co., Ltd. · Technology · Japan · $100M · Avg Vol: $187K/d
Lacks the scale economics or 'destination business' characteristics required to maintain high conviction in a volatile macro environment.
COMPANY DESCRIPTION
Densan Co., Ltd. is a Japanese IT solutions provider offering a range of services including software development, system integration, network construction, and data center operations for diverse industries and public sectors. The company's competitive moat lies in its deep expertise in delivering customized IT solutions and comprehensive system integration, coupled with strong client relationships within Japan. Densan is recognized for its reliable IT infrastructure support and tailor-made software services.
FINANCIAL SUMMARY (JPY)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 17.8B | 16.0B | 18.7B | 28.0B | 16.3% | 27.7B |
| EPS (JPY) | 171.75 | 321.46 | 169.29 | 317.42 | 806.94 | 47.2% | 780.87 |
| Shares | — | 5.0M | 5.8M | 5.8M | 5.5M | +10.6% | 5.5M |
| Debt | — | 6.3B | 4.9B | 3.8B | 2.2B | -29.3% | 945.0M |
| Equity | — | 8.9B | 10.8B | 12.7B | 16.3B | 22.1% | — |
| Op CF | — | 1.5B | 1.6B | 3.0B | 4.3B | 43.4% | 4.1B |
| Inv CF | — | -432.9M | -1.4B | -930.3M | -861.6M | — | — |
| Fin CF | — | -1.2B | -194.3M | -1.3B | -2.3B | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 3640.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 3640.T | Densan Co., Ltd.(you) | $100M | 99 | Strong Buy |
| 7087.T | WILLTEC Co.,Ltd. | $56M | 97 | Strong Buy |
| 6730.T | AXELL Corporation | $81M | 89 | Strong Buy |
| 8150.T | Sanshin Electronics Co., Ltd. | $252M | 98 | Strong Buy |
| 6616.T | Torex Semiconductor Ltd. | $128M | 73 | Buy |
| 8084.T | Ryoden Corporation | $644M | 98 | Strong Buy |
| 6832.T | AOI Electronics Co., Ltd. | $160M | 61 | Hold |
| 6769.T | THine Electronics, Inc. | $80M | 50 | Hold |
| 2737.T | Tomen Devices Corporation | $1.4B | 96 | Strong Buy |
| 3156.T | Restar Corporation | $905M | 85 | Strong Buy |
Peer medians: ROE 12.7% · P/E 18.1x · Gross margin 32.8%