| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 4457.86 | 37 |
| Intrinsic value (DCF) | 2412.98 | -26 |
| Graham-Dodd Method | n/a | |
| Graham Formula | 3273.42 | 0 |
WingArc1st Inc. is a leading Japanese software company specializing in enterprise information utilization solutions across Japan, China, and the broader APAC region. The company offers a comprehensive suite of products, including Super Visual Formade (SVF) for form-based solutions, SVF Cloud for cloud services, and Dr.Sum and MotionBoard for business intelligence and data visualization. Additionally, WingArc1st provides VyNDEX, a CRM solution, and tailored industry-specific solutions for sectors like manufacturing, retail, and local government digital administration. Founded in 1993 and headquartered in Tokyo, WingArc1st has established itself as a key player in the enterprise software market, leveraging its expertise in data-driven decision-making tools. With a strong focus on consulting, implementation, and training services, the company caters to businesses seeking to enhance operational efficiency through digital transformation. WingArc1st's robust financial performance and innovative product portfolio position it as a significant contender in the competitive APAC software industry.
WingArc1st Inc. presents a compelling investment opportunity with its strong foothold in the enterprise software market, particularly in Japan and the APAC region. The company's diversified product portfolio, including cloud-based solutions and business intelligence platforms, aligns well with the growing demand for digital transformation tools. Financially, WingArc1st demonstrates solid performance with a market cap of ¥126.16 billion, revenue of ¥28.71 billion, and net income of ¥5.93 billion in the latest fiscal year. The company's healthy operating cash flow of ¥8.2 billion and a conservative beta of 0.836 suggest stability. However, investors should consider the competitive landscape and potential challenges in expanding beyond its core markets. The dividend yield, supported by a dividend per share of ¥42, adds to its attractiveness for income-focused investors.
WingArc1st Inc. competes in the enterprise software market with a focus on form-based solutions, business intelligence, and CRM platforms. Its competitive advantage lies in its deep regional expertise and a comprehensive product suite tailored to APAC businesses. The company's SVF and MotionBoard products are particularly strong in Japan, where local customization and support provide an edge over global competitors. WingArc1st's ability to integrate cloud services (SVF Cloud) with on-premise solutions offers flexibility to clients transitioning to digital platforms. However, the company faces stiff competition from larger global players like Salesforce and SAP, which dominate the CRM and enterprise resource planning (ERP) markets. WingArc1st's niche focus on data visualization and form solutions allows it to carve out a specialized market segment, but scalability outside Japan remains a challenge. The company's financial health and consistent profitability underscore its ability to invest in R&D and maintain competitive pricing, but it must continue innovating to fend off rivals encroaching on its core markets.