Obermatt

Rakus

TYO:3923 · JP3967170006
SoftwareMedium

360

46
Medium confidence — indicative
EV / EBIT34
Price / Owner Earnings42
Owner Earnings Yield71
Dividend Yield49
Price/Sales22
EV / Gross Profit34
Price/Book13
Return on Capital99
Cash Return on Capital96
Return on Equity92
EBIT Margin92
Gross Profitability100
Cash Conversion14
Accruals15
Owner Earnings Margin90
Sales growth24
Profit Growth67
Long-Term EPS Growth21
Reinvestment50
Price momentum58
Debt load46
Refinancing51
Debt Payback100
Liquidity100
Analyst ratings41
Opinion Changes50
Price Target Upside25
Market mood99
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Rakus generates returns well above its cost of capital, the foundation of durable shareholder value.

Based on 3/5 components.

Profile

CountryJapan
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeTSE
Founded2000
Employees125
ISINJP3967170006
Last UpdateApr 2, 2026
Index & Theme
Cloud ManagementCloud Data ServicesHuman ResourcesInformation TechnologySoftware

Description

Analysis

Quality compounder

Rakus Co., Ltd. is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is fair. You pay 21.4× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone.

The trajectory is tepid and the balance sheet is uncertain. The company scores 20/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
88
2023202420252026

All-time high

88

Mar 2026

All-time low

37

Jan 2024

Average rank

69

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
22
11
9
8
Price/Earnings
23
35
13
7
Price/Book
13
3
3
3
Dividend Yield
49
48
32
34
Value (overall)
20
21
8
5

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →