| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | n/a | n/a |
| Intrinsic value (DCF) | n/a | |
| Graham-Dodd Method | 730.94 | -88 |
| Graham Formula | 3284.73 | -46 |
Infocom Corporation (4348.T) is a Tokyo-based IT solutions provider specializing in services for medical institutions, corporations, public agencies, and research facilities in Japan. A subsidiary of Teijin Limited, the company offers comprehensive IT solutions, including system planning, operations management, and health IT services tailored for radiology, pharmaceuticals, and other medical fields. Additionally, Infocom provides enterprise service management, ERP solutions like GRANDIT, and emergency communication systems such as Emergency Call. The company also operates Mecha Comic, an e-comic distribution platform. Founded in 1983, Infocom has established itself as a key player in Japan's IT services sector, leveraging its expertise in healthcare and enterprise IT to drive efficiency and innovation. With a market cap of ¥332.27 billion, the company combines stability with niche specialization, making it a notable name in Japan's communication services and publishing industries.
Infocom Corporation presents a stable investment opportunity with a low beta (0.43), indicating lower volatility relative to the market. The company's revenue of ¥84.45 billion and net income of ¥6.6 billion reflect steady performance, supported by strong cash reserves (¥37.89 billion) and minimal debt (¥30 million). Its diversified IT solutions, particularly in healthcare and enterprise services, provide resilience against sector-specific downturns. However, its niche focus on Japan may limit growth compared to global IT service providers. The dividend payout, though modest, adds to its appeal for income-focused investors. Risks include dependence on the Japanese market and potential competition from larger IT firms expanding into healthcare and enterprise solutions.
Infocom Corporation holds a competitive edge in Japan's IT services market through its specialized healthcare IT solutions and enterprise service management. Its subsidiary status under Teijin Limited provides financial stability and potential synergies in healthcare technology. The company's GRANDIT ERP and Emergency Call systems differentiate it in enterprise and public safety IT niches. However, its domestic focus limits scalability compared to global competitors. While Infocom's low debt and strong cash position afford flexibility, it faces competition from larger IT service providers like NTT Data and Fujitsu, which have broader international reach and resources. The company's expertise in medical IT is a key strength, but it must innovate continuously to maintain its position against tech giants expanding into healthcare digitization. Its publishing segment, including Mecha Comic, adds diversification but operates in a highly competitive digital content market.