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Updated 1m ago
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I'LL inc.TSE:3854 Stock Report

Market Cap JP¥53.2b
Updated 1m ago
Share Price
n/a
1Y-27.6%
7D-12.6%
1D1.5%
Portfolio Value
​
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I'LL inc.

TSE:3854 Stock Report

Market Cap: JP¥53.2b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

I'LL (3854) Stock Overview

Operates as a system solution business in Japan. More details

3854 fundamental analysis
Snowflake Score
Valuation5/6
Future Growth3/6
Past Performance4/6
Financial Health6/6
Dividends4/6

Rewards

Trading at 36.8% below our estimate of its fair value

Earnings are forecast to grow 8.55% per year

Earnings grew by 19.7% over the past year

Trading at good value compared to peers and industry

Risk Analysis

High level of non-cash earnings

Unstable dividend track record


3854 Community Fair Values

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JP¥
Current Price
JP¥2.13k11.5% undervalued intrinsic discount
%/yr
Decrease
Increase
PastFuture032b2016201920222025202620282031Revenue JP¥32.2bEarnings JP¥6.4b
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I'LL inc. Competitors

SRA Holdings

Symbol: TSE:3817
Market cap: JP¥59.1b

Computer Engineering & Consulting

Symbol: TSE:9692
Market cap: JP¥71.1b

Digital Arts

Symbol: TSE:2326
Market cap: JP¥59.7b

Alpha Systems

Symbol: TSE:4719
Market cap: JP¥46.1b

Price History & Performance

Summary of share price highs, lows and changes for I'LL
Historical stock prices
Current Share PriceJP¥2,129.00
52 Week HighJP¥2,990.00
52 Week LowJP¥2,080.00
Beta0.055
1 Month Change-6.54%
3 Month Change-3.97%
1 Year Change-27.58%
3 Year Change-43.15%
5 Year Change7.53%
Change since IPO782.49%

Recent News & Updates

Recent updates

Analysis Article • Jul 17

I'LL (TSE:3854) Has Announced That It Will Be Increasing Its Dividend To ¥27.00

The board of I'LL inc. ( TSE:3854 ) has announced that it will be paying its dividend of ¥27.00 on the 28th of October...
Analysis Article • Jun 11

I'LL (TSE:3854) Will Pay A Larger Dividend Than Last Year At ¥27.00

I'LL inc.'s ( TSE:3854 ) periodic dividend will be increasing on the 28th of October to ¥27.00, with investors...
Analysis Article • May 09

Market Participants Recognise I'LL inc.'s (TSE:3854) Earnings Pushing Shares 26% Higher

Those holding I'LL inc. ( TSE:3854 ) shares would be relieved that the share price has rebounded 26% in the last thirty...
Analysis Article • Sep 13

I'LL's (TSE:3854) Solid Profits Have Weak Fundamentals

I'LL inc.'s ( TSE:3854 ) robust earnings report didn't manage to move the market for its stock. We did some digging...
Analysis Article • Jul 16

Does I'LL (TSE:3854) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Apr 02

Some Confidence Is Lacking In I'LL inc. (TSE:3854) As Shares Slide 26%

I'LL inc. ( TSE:3854 ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
Analysis Article • Mar 08

Investors Shouldn't Overlook I'LL's (TSE:3854) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Shareholder Returns

3854JP SoftwareJP Market
7D-12.6%-3.0%-0.5%
1Y-27.6%-21.7%28.3%

Return vs Industry: 3854 underperformed the JP Software industry which returned -21.7% over the past year.

Return vs Market: 3854 underperformed the JP Market which returned 28.3% over the past year.

Price Volatility

Is 3854's price volatile compared to industry and market?
3854 volatility
3854 Average Weekly Movement4.8%
Software Industry Average Movement5.5%
Market Average Movement3.9%
10% most volatile stocks in JP Market8.8%
10% least volatile stocks in JP Market2.0%

Stable Share Price: 3854 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 3854's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19911,009Tetsuo Iwamotowww.ill.co.jp

I'LL inc. operates as a system solution business in Japan. The company operates in two segments, system solutions and web solutions. The System Solutions Business segment provides services, including network construction and security management; store management services for the fashion industry; educational services, such as IT and OA literacy education, engineer training, support for obtaining qualifications, and business skills training, as well as develops systems for other industries, including fashion, food, and medical equipment.

I'LL inc. Fundamentals Summary

How do I'LL's earnings and revenue compare to its market cap?
3854 fundamental statistics
Market capJP¥53.22b
Earnings (TTM)JP¥4.18b
Revenue (TTM)JP¥20.89b
12.7x
P/E Ratio
2.5x
P/S Ratio

Is 3854 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
3854 income statement (TTM)
RevenueJP¥20.89b
Cost of RevenueJP¥8.90b
Gross ProfitJP¥11.99b
Other ExpensesJP¥7.82b
EarningsJP¥4.18b

Last Reported Earnings

Jul 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)167.04
Gross Margin57.40%
Net Profit Margin19.99%
Debt/Equity Ratio0%

How did 3854 perform over the long term?

See historical performance and comparison

Dividends

3.3%
Current Dividend Yield
40%
Payout Ratio

Does 3854 pay a reliable dividends?

See 3854 dividend history and benchmarks
When do you need to buy 3854 by to receive an upcoming dividend?
I'LL dividend dates
Ex Dividend DateJul 30 2026
Dividend Pay DateOct 26 2026
Days until Ex dividend43 days
Days until Dividend pay date45 days

Does 3854 pay a reliable dividends?

See 3854 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 20:08
End of Day Share Price 2026/09/10 00:00
Earnings2026/07/31
Annual Earnings2026/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

I'LL inc. is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nobuo KurahashiIchiyoshi Research Institute Inc.
Tatsuo MajimaTokai Tokyo Intelligence Laboratory Co., Ltd.
Ryusei MashimaTokai Tokyo Intelligence Laboratory Co., Ltd.

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