I'LL inc.

TSE:3854 Stock Report

Market Cap: JP¥53.2b

I'LL Past Earnings Performance

Past criteria checks 4/6

I'LL has been growing earnings at an average annual rate of 24.7%, while the Software industry saw earnings growing at 14.9% annually. Revenues have been growing at an average rate of 11% per year. I'LL's return on equity is 30.1%, and it has net margins of 20%.

Key information

24.67%

Earnings growth rate

24.84%

EPS growth rate

Software Industry Growth12.13%
Revenue growth rate10.98%
Return on equity30.12%
Net Margin19.99%
Last Earnings Update31 Jul 2026

Recent past performance 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...

Revenue & Expenses Breakdown

How I'LL makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

TSE:3854 Revenue, expenses and earnings (JPY Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Jul 2620,8904,1766,4260
30 Apr 2620,7404,0636,1940
31 Jan 2620,4123,9076,0980
31 Oct 2519,8093,6585,9860
31 Jul 2519,2943,4885,8400
30 Apr 2518,7373,0595,8550
31 Jan 2518,1792,9355,7520
31 Oct 2417,7732,8865,6270
31 Jul 2417,5082,8875,5090
30 Apr 2417,1312,9285,3600
31 Jan 2416,9042,8565,2730
31 Oct 2316,6112,7495,1900
31 Jul 2315,9242,4725,1340
30 Apr 2315,1602,1034,9700
31 Jan 2314,4901,9194,8330
31 Oct 2213,6141,6344,7100
31 Jul 2212,9441,3774,6370
30 Apr 2212,8841,3454,5770
31 Jan 2212,6521,1524,5200
31 Oct 2112,6981,0744,4280
31 Jul 2113,2031,2244,3070
30 Apr 2112,4061,0244,2010
31 Jan 2112,3181,0154,1210
31 Oct 2012,1249984,0280
31 Jul 2012,6791,1893,9640
30 Apr 2013,2311,2553,8920
31 Jan 2012,7471,1843,7430
31 Oct 1912,1541,0783,6110
31 Jul 1910,5226213,4700
30 Apr 199,9105073,3760
31 Jan 199,8064413,3910
31 Oct 189,7773503,4300
31 Jul 189,4123363,3660
30 Apr 189,2363243,3080
31 Jan 188,9793253,1860
31 Oct 178,8084073,0000
31 Jul 178,6212992,8970
30 Apr 178,5573282,7800
31 Jan 178,2522292,7380
31 Oct 167,8601742,6960
31 Jul 167,8962472,6250
30 Apr 167,7252462,5830
31 Jan 167,4221872,5080
31 Oct 157,2381552,4590

Quality Earnings: 3854 has a high level of non-cash earnings.

Growing Profit Margin: 3854's current net profit margins (20%) are higher than last year (18.1%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 3854's earnings have grown significantly by 24.7% per year over the past 5 years.

Accelerating Growth: 3854's earnings growth over the past year (19.7%) is below its 5-year average (24.7% per year).

Earnings vs Industry: 3854 earnings growth over the past year (19.7%) exceeded the Software industry 14.9%.

Return on Equity

High ROE: 3854's Return on Equity (30.1%) is considered high.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 08:24
End of Day Share Price 2026/09/11 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
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.