Amazia,inc. (4424.T)

Wednesday

4:07 AM

ThesisThe company's ongoing operational losses and declining revenue growth have shifted investor sentiment towards caution, despite potential demand increases in compliance solutions.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$3.6B	$2.8B
Rev. Growth	-22.9%	-20.7%
EPS	$-89.62	$-56.60
EPS Growth	-867%	+36.8%
P/E	—	—

What Moves the Stock

01Changes in healthcare regulations impacting software compliance requirements
02Client acquisition rates in the healthcare sector
03Competitive pricing strategies from rivals
04Technological advancements in application features
05Healthcare software solutions - 60%
06Financial application services - 30%
07Consulting and support services - 10%
08Healthcare digital transformation

FY2025 Snapshot

Revenue: $2.8B
Rev. Growth: -20.7%
Gross Margin: 20.3%
Op. Margin: -12.7%
Net Margin: -13.1%
Net Income: $-372M
NI Growth: +36.8%
EPS: $-56.60
1Y Return: +8.0%

4424.T Chart

My Notes

"Management acknowledges the need for a strategic pivot to regain market share."
Moat: Amazia's competitive advantage is currently weak due to declining margins and revenue, making it vulnerable to competitors.
value - Investors may be attracted to the stock due to its low price-to-sales ratio, despite current operational challenges.
Higher interest rates could increase financing costs for the company, impacting its ability to invest in growth and potentially leading…
Watch on earnings: Healthcare software compliance requirements, Client acquisition rates, Operating margin.

One Sentence Summary:

Amazia,inc.: the story is balanced — changes in healthcare regulations impacting software compliance requirements.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance