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Employees: 1,804
Size Software Service (3733.T) is a Japan Information Technology company (Packaged Software) with a market value of $389M, the 1201st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥11,300 on 6 Nov 2026.
Performance Over six months the shares gained 0.2%, against -10.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 22.6% over the last twelve months (peer median +8.3%); the operating margin is 17.4% (peer median 10.8%).
Valuation It trades at 9.0× forward earnings against a peer median of 26.1× (2nd cheapest of 10).
Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -29 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 20.2 points above its cost of capital (5.7% WACC).
Next results Next results expected around 4 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥46.6B | ¥42.3B | ¥38.4B | ¥33.7B | ¥27.6B |
| Revenue growth | — | +10% | +14% | +22% | — |
| Gross profit | ¥11.3B | ¥11.2B | ¥9.92B | ¥9.11B | ¥7.27B |
| EBITDA | ¥8.69B | ¥9.27B | ¥7.93B | ¥7.16B | ¥5.25B |
| Net income | ¥5.75B | ¥6.11B | ¥5.33B | ¥4.86B | ¥3.40B |
| Free cash flow | n/a | ¥2.67B | ¥7.05B | ¥5.37B | ¥853M |
| Capital expenditure | n/a | ¥551M | ¥157M | ¥229M | ¥2.49B |
| Total debt | ¥0 | ¥0 | ¥0 | ¥0 | ¥100M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 3733.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.1% | -7.6% | 9th highest of 21 |
| 6-month return | +0.2% | -10.1% | 7th highest of 21 |
| Distance from 52-week high | -23.6% | -36.4% | 7th highest of 21 |
| Revenue growth (TTM) | +22.6% | +8.3% | 7th highest of 21 |
| Operating margin | 17.4% | 10.8% | 5th highest of 21 |
| Forward P/E | 9.0× | 26.1× | 2nd cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | -13.3% | 3.0% | 3rd least demanding of 11 |
| Growth delivered (Del g) | +15.6% | +7.6% | 5th highest of 11 |
| Hurdle (Req g minus delivered) | -28.9 pp | -4.2 pp | 2nd least demanding of 11 |
| ROIC minus cost of capital | +20.2 pp | +2.6 pp | 2nd highest of 19 |
| EV / EBITDA | 5.3× | 11.3× | cheapest of 11 |
| Net debt / EBITDA | -1.8× | -0.8× | 5th least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Software Service 3733.T | Japan | $389M | 0% | +23% | 17% | 9.0× | -13.3% | +15.6% |
| Shenzhen ZQgame 300052.SZ | China | $391M | -15% | -18% | -17% | n/a | n/a | n/a |
| Finatext 4419.T | Japan | $392M | +6% | +44% | 16% | 26.1× | n/a | n/a |
| Shimeng Supply Chain Management 001220.SZ | China | $392M | -29% | -17% | 16% | n/a | -0.1% | +1.9% |
| Network People Services Technologies NPST.NS | India | $392M | +44% | +47% | 20% | n/a | n/a | n/a |
| TPIsoftware 7781.TWO | Taiwan | $386M | -32% | -16% | -32% | n/a | n/a | n/a |
| Fukui Computer 9790.T | Japan | $393M | -9% | +10% | 43% | 12.2× | -17.7% | +5.3% |
| Datasection 3905.T | Japan | $384M | +6% | +1,178% | 22% | n/a | n/a | n/a |
| ExaWizards 4259.T | Japan | $384M | -11% | +28% | 13% | 30.9× | 40.9% | +35.6% |
| Abaxx Technologies ABXX.TO | Canada | $396M | -72% | +304% | -2,744% | n/a | n/a | n/a |
| Artrya AYA.AX | Australia | $397M | -27% | 0% | -97,479% | n/a | n/a | n/a |
| Bonree Data Technology 688229.SS | China | $382M | -33% | -21% | -93% | n/a | n/a | n/a |
| Miroku Jyoho Service 9928.T | Japan | $382M | +27% | +6% | 15% | 13.4× | -11.7% | +7.5% |
| TASUKI 166A.T | Japan | $398M | +27% | +45% | 14% | n/a | n/a | n/a |
| Kambi KAMBI.ST | Sweden | $398M | 0% | -10% | 9% | 19.1× | 6.1% | +7.7% |
| Zhengzhou Tiamaes Technology 300807.SZ | China | $379M | -45% | -28% | -19% | n/a | 44.1% | -5.8% |
| Energy One EOL.AX | Australia | $379M | +3% | +14% | 17% | 29.5× | 18.7% | +20.3% |
| AsiaInfo Technologies 1675.HK | Hong Kong | $379M | -49% | -3% | -3% | 6.2× | -13.9% | +0.2% |
| CHANGE Holdings,Inc 3962.T | Japan | $407M | -3% | +12% | 20% | n/a | -13.0% | +38.0% |
| Agora, Inc. Sponsored ADR API | United States | $408M | -2% | +14% | -5% | 29.5× | n/a | n/a |
| Nanjing Bestway Intelligent Control Technology 301195.SZ | China | $370M | -18% | -4% | 6% | 29.8× | 10.7% | +17.0% |