Industries›3 companies · latest full-year results
An industry providing solutions to promote digitalization in the medical field, including platforms for healthcare professionals, electronic medical records, and telemedicine.
The 3 healthcare it companies we cover had combined revenue of ¥438.6B (+23.2% year over year) and operating profit of ¥86.2B, an industry-wide operating margin of 19.7%.
M3 leads on revenue (¥351.4B, a 80.1% share). 2 grew both revenue and operating profit; 0 saw both fall.
M3 has the highest operating margin (20.9%); average pay across the industry is ¥7.72M, highest at M3 (¥9.31M).
Industry total
Healthcare IT · 3 companies
YoY compares companies with prior-year figures
StockShares are −10.2% over a year, behind the all-industry average (+14.9%) — #51 of 53 industries. Over the last month: +3.9%, +6.6pt against the market.Details
GuidanceCompany plans for FY2027 (3 companies combined): revenue +15.6%, operating profit +9.5%. Planned profit growth is below the all-industry plan (+13.0%).Details
Latest resultsYear to date through Q1, 2 companies combined: revenue +5.9%, operating profit −6.7% year over year. 1 are ahead of an even pace toward their full-year plan, 1 behind.Details
Earnings dates3 companies report within 30 days, starting with M3 on Nov 4 and JMDC on Nov 5.Details
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Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Healthcare IT | +3.9% | +12.4% | −10.2% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | +6.6pt | +13.3pt | −25.2pt |
Rank among industries:3M #4/531Y #51/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥351.4B | +23.3% | ¥73.5B | 20.9% | 80.1% | ¥9.31M | 34.7 | 704 |
| 2 | ¥50.5B | +20.9% | ¥10.5B | 20.8% | 11.5% | ¥8.23M | 39.4 | 499 |
| 3 | ¥36.8B | +25.5% | ¥2.1B | 5.8% | 8.4% | ¥5.63M | 33.8 | 1,511 |
| Industry total / average | ¥438.6B | +23.2% | ¥86.2B | 19.7% | 100% | ¥7.72M | 36.0 | 2,714 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
