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Cybozu, Inc.4776.TCompetitor analysis, valuation and peers

Japan · JPY·Information Technology›Packaged Software
Momentum leader 92
Mkt cap
$862M
US dollars, full cap
Free float
40%
of shares outstanding
$/day
$4.59M
20-day average traded
Fwd P/E
16.8×
forward earnings
ROIC−WACC
+77.4 pp
WACC 6.3%
Hurdle
-22 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · JPY¥2,962
1D-4.3%
1W-1.1%
1M+0.1%
3M+11.7%
6M+42.5%
YTD+5.2%
1Y-8.3%
ATR %3.7%
52w lowhigh13.1% off high

What Cybozu does

Employees: 1,356

Cybozu at a glance

Size Cybozu (4776.T) is a Japan Information Technology company (Packaged Software) with a market value of $862M, the 803rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,962 on 6 Nov 2026.

Performance Over six months the shares gained 42.5%, against -14.9% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 20.4% over the last twelve months (peer median +21.1%); the operating margin is 27.0% (peer median 7.1%).

Valuation It trades at 16.8× forward earnings against a peer median of 26.4× (2nd cheapest of 16).

Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -22 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 77.4 points above its cost of capital (6.3% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 20264776.T 142Peer median 84
Six months, rebased to 100: Cybozu against the median of its 20 peers (local-currency closes).

Cybozu financials

Reported figures in JPY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥40.3B¥37.4B¥29.7B¥25.4B¥22.1B
Revenue growth—+26%+17%+15%—
Gross profit¥36.3B¥33.7B¥26.7B¥23.1B¥20.1B
EBITDA¥13.7B¥12.8B¥7.25B¥5.44B¥2.21B
Net income¥7.69B¥7.08B¥3.56B¥2.49B¥66.0M
Free cash flown/a¥7.80B¥2.91B¥2.28B-¥1.53B
Capital expendituren/a¥3.20B¥2.97B¥2.45B¥2.98B
Total debt¥29.0M¥35.0M¥0¥0¥4.68B

Quarterly statements and history in the cockpit →

Cybozu competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%+40%-20%0%+20%3005253009253005234180300043DSPFQT603776300075BKSYPAR603383328130215A3738HSTMQTCOMPRL4776.T6-month return →1-month return →
Up and to the right = strong over both horizons. Cybozu is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%20×40×3005253009253005234180DSPFQT300075PAR002123603383215A3738HSTMQTCOMPRL4776.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Cybozu is the large dot.

Capital: growth delivered against growth the price implies

0%+25%+50%+75%0%50%3005254180300043DSPFQT603776603383215AQTCOM4776.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Cybozu is the large dot.

Cybozu competitors and peer comparison

How Cybozu compares with its peers

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.

Cybozu against its 20 peers (data as of 6 Nov 2026)
Measure4776.TPeer medianRank in peer set
1-month return+0.1%+0.1%11th highest of 21
6-month return+42.5%-14.9%4th highest of 21
Distance from 52-week high-13.1%-38.5%3rd highest of 21
Revenue growth (TTM)+20.4%+21.1%11th highest of 21
Operating margin27.0%7.1%2nd highest of 21
Forward P/E16.8×26.4×2nd cheapest of 16
Growth the price implies (Req g, 7 yrs)-2.8%12.6%3rd least demanding of 11
Growth delivered (Del g)+19.0%+13.1%4th highest of 11
Hurdle (Req g minus delivered)-21.8 pp-6.2 pp2nd least demanding of 11
ROIC minus cost of capital+77.4 pp-3.3 pphighest of 21
EV / EBITDA9.3×12.4×4th cheapest of 9
Net debt / EBITDA-0.6×-0.4×5th least indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Cybozu 4776.TJapan$862M+43%+20%27%16.8×-2.8%+19.0%
Fujian Boss Software 300525.SZChina$861M-24%-5%8%26.4×5.4%+12.1%
Shenzhen Farben Information Technology 300925.SZChina$867M-27%+22%1%45.7×n/an/a
Beijing Global Safety Technology 300523.SZChina$855M-14%+29%-11%34.9×n/an/a
Appier 4180.TJapan$869M+50%+28%7%30.7×19.5%+37.3%
Rastar 300043.SZChina$870M-20%-43%20%n/a10.6%+3.7%
Viant Technology DSPUnited States$854M+7%+22%36%50.8×-4.6%+15.8%
Frequentis FQT.DEGermany$870M-15%+34%9%19.0×-7.6%+14.1%
Youon Technology 603776.SSChina$852M+3%+34%-28%n/a16.7%-14.0%
Beijing eGOVA 300075.SZChina$851M-29%-5%-102%25.4×n/an/a
BlackSky Technology BKSYUnited States$873M-46%+4%-43%n/an/an/a
PAR Technology PARUnited States$850M+43%+19%-10%17.7×n/an/a
Montnets Cloud Technology 002123.SZChina$875M-21%-30%-11%22.8×n/an/a
Fujian Apex Software 603383.SSChina$848M-15%-8%25%27.8×16.4%+10.7%
Lunit 328130.KSSouth Korea$846M-25%+24%-76%n/an/an/a
Beijing Shenzhou Aerospace Software Technology 688562.SSChina$878M-21%+24%-5%n/an/an/a
Timee 215A.TJapan$878M+9%+56%18%21.0×0.0%+89.1%
Vobile 3738.HKHong Kong$844M-17%+20%13%18.8×n/an/a
HealthStream HSTMUnited States$884M+21%+10%8%38.7×14.6%+4.4%
Qt Group Plc QTCOM.HEFinland$887M+62%+17%16%26.8×16.4%+22.2%
Propel PRL.TOCanada$830M+28%+24%17%7.6×n/an/a

Questions

Which companies are Cybozu's closest peers?
The cockpit's peer set: Fujian Boss Software (300525.SZ), Shenzhen Farben Information Technology (300925.SZ), Beijing Global Safety Technology (300523.SZ), Appier (4180.T), Rastar (300043.SZ), Viant Technology (DSP), Frequentis (FQT.DE), Youon Technology (603776.SS).
Is Cybozu expensive compared with its peers?
On forward p/e it trades at 16.8× against a peer median of 26.4×, 2nd cheapest of 16 in its peer set. For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -22 pp: the price already allows for a slowdown.
How has Cybozu stock performed?
Over six months to 6 Nov 2026 the shares returned +42.5% against -14.9% for the median peer; over one year -8.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.