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oRo Co., Ltd. (3983.T)

JPY2,197.00 +2.00 (+0.09%)
JP JPX Technology Software - Application
Address Meguro Suda Building 153-0063
Tokyo, JP
CEO Atsushi Kawata
Website oro.com
IPO 2017-03-24
ISIN JP3201900002

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Description

Established in Tokyo, Japan, in 1999, oRo Co., Ltd. specializes in delivering cloud-based services and driving digital transformation for businesses. The company's activities are bifurcated into two main divisions. Its Cloud Solutions segment develops and deploys ZAC, a cloud-native Enterprise Resource Planning (ERP) system tailored for the intellectual service sector, as well as Reforma PSA, a cloud-based Professional Services Automation (PSA) platform designed to automate back-office operations for the same industry. This division additionally offers bespoke system integration, IT infrastructure support, and business process outsourcing (BPO) services. Concurrently, the Marketing Communication segment provides comprehensive digital marketing solutions, prominently featuring the SEMrush suite. This arm is responsible for aiding clients with digital strategy formulation, promotional execution, strategic marketing planning, and orchestrating international communication campaigns. Furthermore, it delivers crucial business support for inbound and outbound marketing, test market evaluations, and e-commerce transactions.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY2,197.00 +2.00 (+0.09%)
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Volume Profile
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Liquidity & share structure
Average Volume
65.0K
Beta
0.63
Float Shares
6.34M
Free Float %
40.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.79% -5.75% -2.98% -2.31% -3.55% -6.54% -30.38% -13.73% -40.75% +80.87% +80.87%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
2,197.00
DCF (Unlevered) 4,261.14 +94.0%
DCF (Levered) 4,456.32 +102.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
8.30
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A+
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Software - Application: +13.0%
    +5.2% Q1'26: +18.7% (vs Q1'25)
  • ✗
    EPS growth Software - Application: +28.6%
    -6.5% Q1'26: +44.8% (vs Q1'25)
  • ✓
    FCF margin FCF growth · Software - Application: +45.3%
    +20.9% Q1'26: +18.2% (vs Q1'25)
  • ✓
    EBIT margin Software - Application: +9.4%
    +31.9% ★ Q1'26: +34.6% (vs Q1'25)
  • ✓
    ROIC Software - Application: +7.5%
    +138.3% ★ Q1'26: +114.7% (vs Q1'25)
  • ✓
    Share dilution Software - Application: +0.0%
    -2.2% ★ Q1'26: -2.3% (vs Q1'25)
  • ✓
    Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.36× ★ Q1'26: 0.23× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.62) × ERP
WACC = 97% × Ke + 3% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 4,258.96 Current price: 2,197.00
Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2017
actual 		Dec 2018
actual 		Dec 2019
actual 		Dec 2020
actual 		Dec 2021
actual 		Dec 2022
actual 		Dec 2023
actual 		Dec 2024
actual 		Dec 2025
actual 		Dec 2026
1 Rev. Ana.
1 EPS Ana. 		Dec 2027
1 Rev. Ana.
1 EPS Ana. 		Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
3.91B
est: 3.68B (+6.2%)
4.46B
est: 4.07B (+9.7%)
5.02B
est: 5.19B (-3.2%)
4.88B
est: 5.06B (-3.6%)
5.51B
est: 5.70B (-3.4%)
6.21B
est: 6.15B (+1.0%)
7.03B
est: 7.00B (+0.5%)
7.90B
est: 8.00B (-1.3%)
8.31B
est: 8.30B (+0.1%)
9.50B
9.50B – 9.50B
+14.5% YoY
10.80B
10.80B – 10.80B
+13.7% YoY
12.20B
12.20B – 12.20B
+13.0% YoY
EBITDA
879.86M
est: 1.50B (-41.4%)
1.24B
est: 1.66B (-25.2%)
1.43B
est: 2.12B (-32.6%)
1.84B
est: 2.06B (-10.8%)
2.33B
est: 2.32B (+0.1%)
2.67B
est: 2.51B (+6.5%)
2.95B
est: 2.85B (+3.3%)
3.08B
est: 3.23B (-4.8%)
2.98B
est: 3.35B (-11.1%)
3.84B
3.84B – 3.84B
+14.5% YoY
4.36B
4.36B – 4.36B
+13.7% YoY
4.93B
4.93B – 4.93B
+13.0% YoY
EBIT
858.50M
est: 1.31B (-34.7%)
1.17B
est: 1.45B (-19.2%)
1.33B
est: 1.85B (-28.0%)
1.56B
est: 1.81B (-13.8%)
2.04B
est: 2.03B (+0.2%)
2.36B
est: 2.20B (+7.5%)
2.61B
est: 2.50B (+4.5%)
2.72B
est: 2.85B (-4.7%)
2.65B
est: 2.96B (-10.6%)
3.39B
3.39B – 3.39B
+14.5% YoY
3.85B
3.85B – 3.85B
+13.7% YoY
4.35B
4.35B – 4.35B
+13.0% YoY
Net Income
574.37M
est: 496.62M (+15.7%)
834.13M
est: 534.51M (+56.1%)
900.31M
est: 948.85M (-5.1%)
1.20B
est: 1.04B (+15.4%)
1.42B
est: 1.40B (+1.6%)
1.62B
est: 1.50B (+8.2%)
1.84B
est: 1.80B (+2.0%)
2.07B
est: 1.95B (+6.2%)
1.90B
est: 1.70B (+11.5%)
2.18B
2.18B – 2.18B
+28.0% YoY
2.53B
2.53B – 2.53B
+16.2% YoY
2.99B
2.99B – 2.99B
+18.0% YoY
SGA
1.05B
est: 1.04B (+0.6%)
1.25B
est: 1.15B (+9.2%)
1.48B
est: 1.46B (+0.8%)
1.35B
est: 1.43B (-5.6%)
1.40B
est: 1.61B (-12.7%)
1.69B
est: 1.73B (-2.6%)
2.08B
est: 1.97B (+5.4%)
2.46B
est: 2.34B (+4.9%)
2.75B
est: 2.43B (+13.0%)
2.78B
2.78B – 2.78B
+14.5% YoY
3.16B
3.16B – 3.16B
+13.7% YoY
3.57B
3.57B – 3.57B
+13.0% YoY
EPS
36.99
est: 30.80 (+20.1%)
50.25
est: 33.15 (+51.6%)
54.24
est: 58.85 (-7.8%)
64.69
est: 64.40 (+0.5%)
87.96
est: 86.90 (+1.2%)
100.75
est: 93.10 (+8.2%)
113.90
est: 111.70 (+2.0%)
128.56
est: 123.80 (+3.8%)
120.25
est: 107.80 (+11.5%)
138.00
138.00 – 138.00
+28.0% YoY
160.40
160.40 – 160.40
+16.2% YoY
189.30
189.30 – 189.30
+18.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 A+ 4/5 5/5 5/5 5/5 3/5 3/5 3/5
2026-05-14 A+ 4/5 5/5 5/5 5/5 3/5 3/5 3/5
2026-05-13 A+ 4/5 5/5 5/5 5/5 3/5 3/5 3/5
2026-05-12 A+ 4/5 5/5 5/5 5/5 3/5 3/5 3/5
2026-05-11 A+ 4/5 5/5 5/5 5/5 3/5 3/5 3/5
2026-05-08 A 4/5 5/5 4/5 5/5 3/5 3/5 3/5
2026-05-07 A 4/5 5/5 4/5 5/5 3/5 3/5 3/5
2026-05-01 A 4/5 5/5 4/5 5/5 3/5 3/5 3/5
2026-04-30 A 4/5 5/5 4/5 5/5 3/5 3/5 3/5
2026-04-28 A 4/5 5/5 4/5 5/5 3/5 3/5 3/5
2026-04-27 A 4/5 5/5 4/5 5/5 3/5 3/5 3/5
2026-04-24 A 4/5 5/5 4/5 5/5 3/5 3/5 3/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-17 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-16 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-15 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.19B
OE per share TTM
139.48
Owner's Yield
7.21%
Maintenance CapEx ratio
4.24%
Maint CapEx / Avg PPE
12.0%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 25 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard International Dividend Appreciation ETF VIGI 0.00% 362.8K 0.07%
2 Dimensional - International Small Cap ETF DFIS 0.00% 127.1K 0.39%
3 iShares Core TOPIX ETF 1475.T 0.00% 265.0K 0.05%
4 Dimensional - International Core Equity 2 ETF DFIC 0.00% 132.4K 0.22%
5 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 73.1K 0.28%
6 Vanguard FTSE Developed Asia Pacific All Cap Index ETF VA.TO 0.00% 1.3K 0.22%
7 Vanguard FTSE Pacific ETF VPL 0.00% 72.4K 0.07%
8 Vanguard FTSE All-World ex-US Small-Cap ETF VSS 0.00% 64.2K 0.06%
9 Vanguard FTSE Developed All Cap ex U.S. Index ETF VDU.TO 0.00% 1.8K 0.22%
10 Vanguard FTSE Developed All Cap ex U.S. Index ETF (CAD-hedged) VEF.TO 0.00% 2.8K 0.22%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
4.85M
Shares Outstanding
15.56M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Atsushi Kawata Founder, President, Chief Executive Officer & Representative Director — male
Ayumu Goto Executive Officer & CTO — —
Jiki Murakami Executive Officer — —
Masanori Seimiya Managing Executive Officer & Deputy Division Manager of Cloud Solutions Division — male
Yasuhisa Hino Senior Managing Executive Officer, GM of Corporate Headquarters & Director — male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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