Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
3969.T
STRONG BUYREMOVEATLED CORP. · Technology · Japan · $66M · Avg Vol: $99K/d
ATLED CORP. is a high-quality Japanese workflow software provider with solid recurring revenues, but it lacks a powerful macro inflection point or alignment with our core 18-month themes to justify an asymmetric bet.
COMPANY DESCRIPTION
ATLED CORP. specializes in the development and sale of workflow automation software, notably its flagship 'AgileWorks' and 'X-point' platforms. The company holds a leading market share in Japan's workflow system market, catering to both large enterprises and SMEs seeking digital transformation. Its competitive moat lies in its highly customizable, user-friendly interface that seamlessly integrates with existing legacy IT systems.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 13M | 14M | 16M | 17M | 9.4% |
| EPS | 0.51 | 0.56 | 0.60 | 0.61 | 6.4% |
| Shares | 7M | 7M | 7M | 7M | +0.1% |
| Debt | 7M | 6M | 7M | 7M | 2.6% |
| Equity | 22M | 25M | 29M | 32M | 13.2% |
| Op CF | 6M | 5M | 7M | 7M | 5.3% |
| Inv CF | -1M | -2M | -3M | -3M | — |
| Fin CF | -974,993 | -1M | -1M | -1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 3969.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 3969.T | ATLED CORP.(you) | $66M | 90 | STRONG BUY |
| 332A.T | MEEQ INC | $73M | 92 | STRONG BUY |
| 4193.T | Fabrica Holdings Co., Ltd. | $73M | 92 | STRONG BUY |
| 4299.T | HIMACS, Ltd. | $74M | 93 | STRONG BUY |
| 9343.T | ibis inc. | $91M | 87 | STRONG BUY |
| 9698.T | Creo Co.,Ltd. | $58M | 99 | STRONG BUY |
| 4168.T | Yappli, Inc. | $59M | 82 | STRONG BUY |
| 2307.T | Cross Cat Co., Ltd. | $82M | 98 | STRONG BUY |
| 3648.T | AGS Corporation | $106M | 82 | STRONG BUY |
| 9691.T | Ryomo Systems Co.,Ltd. | $114M | 98 | STRONG BUY |
Peer medians: ROE 12.4% · P/E 17.0x · Gross margin 33.1%