Every JII Compounder profile, filterable by TSE segment and searchable by ticker or name.
株式会社ジェノバ
JENOBA streams the data that lifts GNSS positioning from meters to centimeters — a 56% operating-margin subscription running on 1,300 Geospatial Information Authority reference stations. The case depends on whether subscriber growth lifts above 6%, and on how the ¥3.0bn net cash gets returned.
株式会社サイバーセキュリティクラウド
Cyber Security Cloud operates Japan's #1 cloud-based WAF "Shadan-kun" and the AWS WAF auto-management service "WafCharm," accumulating 2B+ annual attack data points into proprietary AI engines. ~90% recurring revenue, sub-1% churn, and six consecutive years of 25%+ growth in both revenue and operating profit.
楽待株式会社
Rakumachi sells monthly listing subscriptions to 5,459 Japanese brokerages; the brokerages put rental apartments and small commercial properties in front of 487,000 individual investors. On May 25, 2026 the company restated the page-view figures it had called its headline audience indicator.
株式会社ワンキャリア
ONE CAREER runs the new-graduate hiring platform two-thirds of graduating Japanese students use — a closed database of 700,000 interview reviews competitors cannot replicate. The case depends on whether a founder owning 57% reinvests a 38% return on capital, or returns it.
株式会社ユーザーローカル
User Local is a single-segment SaaS company that helps enterprises analyze customer behavior across websites, social channels, and in-house AI chat workflows. Its earnings model combines sticky subscription revenue from legacy analytics products with newer AI-DX demand, supported by high margins and tight cost control.
株式会社図研
Zuken turns electrical-engineering intent into the working circuit board and the wire harness — a fifty-year franchise locked into Japanese OEM design libraries. The recurring Client Services book compounds with each renewal; the case settles on a capital-return debate just beginning.
株式会社ヤプリ
Yappli sells the no-code platform Japanese retailers and restaurants run native apps on — a moat sub-one-percent churn underwrites. Four products attach to the same identifier layer; the case settles on a capital-return policy still unformalized.
ニッポンインシュア株式会社
Nippon Insure guarantees rent for Japanese tenants whose landlords no longer accept human cosigners — a need aging households keep widening. The case depends on whether management raises a 10% payout as cash builds against a business earning 32% on capital.
株式会社プラスアルファ・コンサルティング
Plus Alpha Consulting is an HR SaaS company in Japan, centered on Talent Palette, with sticky enterprise contracts and high returns on capital. The profile explains why the stock can re-rate if growth and capital policy become easier for investors to verify.
トヨクモ株式会社
Toyokumo sells three pieces of cloud software Japanese small companies use to send disaster-safety alerts, extend the kintone business-app platform, and manage team knowledge. The case depends on whether the NotePM acquisition earns back its goodwill, and whether ¥4.4bn of cash returns to shareholders.
サイボウズ株式会社
Cybozu makes kintone, the no-code platform 39,000 Japanese companies use to build internal business apps. The case depends on whether FY25's price-revision profit jump holds at the higher cost base, and whether the May ¥3bn buyback becomes a stated policy.
ＨＥＮＮＧＥ株式会社
HENNGE sells cloud security software Japanese companies use to sign in to work email and apps safely, with data-protection and endpoint modules. The case depends on whether ARR growth re-accelerates from +14.7% and whether margins settle as new products absorb spend.
株式会社ビジョナル
Visional runs BizReach, Japan's direct-sourcing recruitment platform for mid-career professionals, alongside HRMOS, an HR-management SaaS that just turned profitable. The case depends on whether HRMOS profitability is organic or driven by sonar ATS consolidation, and the use of ¥70bn cash.