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Employees: 1,076
Size I'LL (3854.T) is a Japan Information Technology company (Information Technology Services) with a market value of $357M, the 1250th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,249 on 6 Nov 2026.
Performance Over six months the shares fell 5.6%, against -16.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 8.3% over the last twelve months (peer median +7.8%); the operating margin is 26.6% (peer median 1.5%).
Valuation It trades at 15.5× forward earnings against a peer median of 13.8× (6th most expensive of 12).
Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 61.0 points above its cost of capital (5.0% WACC).
Next results Next results expected around 4 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | ¥20.9B | ¥20.9B | ¥19.3B | ¥17.5B | ¥15.9B |
| Revenue growth | — | +8% | +10% | +10% | — |
| Gross profit | ¥12.0B | ¥12.0B | ¥10.7B | ¥9.77B | ¥8.68B |
| EBITDA | ¥6.06B | ¥6.06B | ¥5.21B | ¥4.67B | ¥4.03B |
| Net income | ¥4.18B | ¥4.18B | ¥3.49B | ¥2.89B | ¥2.47B |
| Free cash flow | n/a | ¥3.06B | ¥3.31B | ¥2.52B | ¥2.93B |
| Capital expenditure | n/a | ¥666M | ¥426M | ¥612M | ¥548M |
| Total debt | ¥0 | ¥0 | ¥0 | ¥0 | ¥0 |
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 | 3854.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.9% | -2.5% | 5th highest of 21 |
| 6-month return | -5.6% | -16.6% | 9th highest of 21 |
| Distance from 52-week high | -15.2% | -43.6% | 2nd highest of 21 |
| Revenue growth (TTM) | +8.3% | +7.8% | 10th highest of 21 |
| Operating margin | 26.6% | 1.5% | highest of 21 |
| Forward P/E | 15.5× | 13.8× | 6th most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | -11.5% | -1.2% | 4th least demanding of 15 |
| Growth delivered (Del g) | +9.6% | +5.3% | 6th highest of 15 |
| Hurdle (Req g minus delivered) | -21.1 pp | -2.4 pp | 4th least demanding of 15 |
| ROIC minus cost of capital | +61.0 pp | -6.4 pp | highest of 20 |
| EV / EBITDA | 8.0× | 6.0× | 5th most expensive of 10 |
| Net debt / EBITDA | -1.3× | 0.0× | 5th least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| I'LL 3854.T | Japan | $357M | -6% | +8% | 27% | 15.5× | -11.5% | +9.6% |
| Sword SWP.PA | France | $360M | +4% | +8% | 9% | 12.0× | -0.1% | +11.0% |
| Telos TLS | United States | $360M | +8% | +66% | -2% | 38.1× | -2.3% | -1.7% |
| SRA 3817.T | Japan | $352M | 0% | -5% | 16% | 10.3× | -20.2% | +6.2% |
| Nanjing TDH Technology 301378.SZ | China | $347M | -26% | -2% | -39% | n/a | n/a | n/a |
| Alight ALIT | United States | $347M | -31% | -4% | 0% | 3.4× | 29.4% | -3.7% |
| JFE Systems 4832.T | Japan | $369M | -2% | -14% | 11% | n/a | -19.0% | +4.3% |
| ChinaEtek Service and Technology 301208.SZ | China | $369M | -25% | +47% | 3% | n/a | n/a | n/a |
| Andes Technology 6533.TW | Taiwan | $343M | -12% | +26% | -21% | 61.3× | 24.6% | +20.5% |
| BizConf Technology 300578.SZ | China | $373M | -41% | -3% | -13% | 97.8× | n/a | n/a |
| Aurionpro Solutions AURIONPRO.NS | India | $338M | -33% | +12% | 15% | 13.8× | n/a | n/a |
| R Systems International RSYSTEMS.NS | India | $336M | -11% | +24% | 13% | 13.6× | 14.7% | +17.3% |
| Softcreate 3371.T | Japan | $328M | +9% | +12% | 18% | n/a | -12.5% | +7.2% |
| HCR 688500.SS | China | $391M | -28% | +5% | -17% | n/a | n/a | n/a |
| Yidu Tech 2158.HK | Hong Kong | $392M | -53% | +17% | -11% | 30.6× | 2.9% | -1.9% |
| NCC NCC.L | United Kingdom | $324M | +18% | -38% | -10% | 28.9× | -4.1% | -2.0% |
| CI&T CINT | United States | $394M | -21% | +20% | 11% | 7.6× | -4.4% | +21.4% |
| Tsuzuki Denki 8157.T | Japan | $395M | +9% | +8% | 7% | n/a | -9.2% | -2.9% |
| Piesat Information Technology 688066.SS | China | $323M | -55% | -81% | -1,364% | n/a | 52.9% | -12.0% |
| Weihai Huadong Automation 002248.SZ | China | $396M | -34% | +1% | 8% | n/a | 36.8% | +10.1% |
| Carlsmed CARL | United States | $396M | +48% | +65% | -61% | n/a | n/a | n/a |