| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 363.56 | -22 |
| Intrinsic value (DCF) | 797.87 | 70 |
| Graham-Dodd Method | 324.39 | -31 |
| Graham Formula | 421.14 | -10 |
Just Planning Inc. is a Japan-based technology company specializing in software solutions for the food and beverage industry. Founded in 1994 and headquartered in Ota, Japan, the company develops and sells ASP store management and POS (Point of Sale) order entry systems tailored for restaurants. Its comprehensive suite of services includes sales management, attendance management, purchase management, and ordering systems, along with consulting and operational support for both store and headquarters systems. Additionally, Just Planning Inc. supplies various consumables to its clients. Operating in the competitive Computer Hardware sector under the broader Technology industry, the company has established a niche in Japan's restaurant management software market. With a market capitalization of approximately ¥4.59 billion, Just Planning Inc. continues to leverage its expertise to enhance operational efficiency for food service businesses, positioning itself as a key player in Japan's digital transformation of the F&B sector.
Just Planning Inc. presents a stable investment opportunity with its focus on the niche restaurant management software market in Japan. The company boasts a solid financial position, with no debt and a healthy cash reserve of ¥1.37 billion. Its diluted EPS of ¥29.55 and a dividend per share of ¥10 indicate shareholder-friendly policies. However, the company operates in a highly competitive sector with potential risks from larger tech firms expanding into POS solutions. The low beta of 0.342 suggests lower volatility compared to the market, which might appeal to conservative investors. Revenue growth and market expansion will be critical factors to monitor, given the company's current reliance on the Japanese market.
Just Planning Inc. competes in the specialized market of restaurant management and POS systems in Japan. Its competitive advantage lies in its deep understanding of the local F&B industry, offering tailored ASP and POS solutions that cater specifically to Japanese restaurant operations. The company's integrated systems for sales, attendance, and purchase management provide a comprehensive solution that enhances operational efficiency for its clients. However, its market is increasingly contested by larger global and domestic tech firms that offer broader, more scalable solutions. Just Planning's strength is its localized service and support, which larger competitors may lack. Yet, its relatively small scale (¥2.20 billion revenue) limits its ability to compete on price or innovation with giants like Oracle or Square. The company's zero debt and strong cash position provide financial flexibility, but its growth potential may be constrained without significant investment in R&D or international expansion.