2024/04/03
The drawing app ibis maintains high growth post-IPO, leaving a favorable impression.
クリスのレポート
お絵描きアプリの会社。派遣や外注のビジネスもやっており、売上の30％がそこ。自己資本率61.1%、流動比率2.37、キャッシュフロー全体で＋と財務的には良い。成長力もあり、2022年度で20％の成長をしており、Z世代に人気のアプリを開発している。成長性が続く限りは投資検討に値する魅力がある。
Chris's report
A company behind a drawing app. It also engages in staffing and outsourcing business, with 30% of its revenue coming from that segment. Financially sound with an equity ratio of 61.1%, a current ratio of 2.37, and overall positive cash flow. It has growth potential, having grown 20% in the fiscal year 2022, and develops apps popular among Generation Z. As long as its growth continues, it has attractive qualities worth considering for investment.
楽天証券のアプリで今日の株価値上がり幅ランキングで出てきた、時価総額が300億以下の会社。
Insight
A company with a market capitalization of less than 30 billion appeared in today's stock price increase ranking on the Rakuten Securities app.
ミナの判断
イラストを描くと言う行為の長期的なトレンドがよくわからないが、市場規模と獲得市場の乖離が大きいため、まだ2−3年は高成長が維持されると考えられるため中期的に保持し売却を考えても良い銘柄。
Mina's judgment
The long-term trend of drawing illustrations is unclear, but due to the large gap between market size and captured market, it's believed that high growth can be maintained for another 2-3 years. Therefore, it could be a good stock to hold in the medium term and consider selling later.
時価総額 Market capitalization
NOW 127億 12.7billion
My Forecast. 207億 20.7billion
PER
SBI Forcast 19.8
My Forcast 50-40
純利益 Net income
NOW 288,575千円 288million
My Forcast 415,548千円 415million
EPS
SBI Forcast 181.6
My Forcast 114
株価 Stock price
NOW. 3470円
My Forcast 5716-4573円
