GiXo（9219 TSE Growth）
＋English Summary on This Page
Providing a data-informed business by leveraging data to solve managerial challenges
1. Corporate Overview
With the purpose of “making every decision data-informed,” GiXo specializes in providing a data-informed business that establishes systems that understand matters and make judgments by using data. This helps customer companies to solve managerial problems and enhances their competitiveness. Data-informed decision-making leverages data to aid logical human thinking and rational judgments.
2. Financial Analysis
Net sales from fiscal year ended June 2017 to fiscal year ended June 2023 expanded at an annual rate of 50.3% as the number of projects implemented increased. At the same time, ordinary profit remained largely flat between fiscal year ended June 2018 and fiscal year ended June 2021 due to an increase in personnel expenses and burdens of research and development expenses. On balance, ordinary profit increased 85.1% year-on-year in fiscal year ended June 2022 and increased 3.7 times year-on-year in fiscal year ended June 2023 due to a reduction in fixed cost burdens associated with a revenue increase.
In comparing GiXo’s financial indicators with other companies, its three growth indicators are at a high level.
3. Non-Financial Analysis
The sources of GiXo’s intellectual capital are thought to include the know-how and expertise in the data-informed business that the company has accumulated since starting, as well as relationship capital through the continuous provision of services to major customer companies.
4. Corporate Strategy Analysis
While GiXo plans to actively develop new customers, it will also focus on expanding its business with companies by introducing its services to other departments, and link these initiatives to sustainable business growth.
5. Analyst Evaluation
We believe that GiXo’s strength lies in its ability to provide services that assist each customer company in addressing specific challenges by leveraging its accumulated know-how and advanced data analysis capabilities since the inception of its business.
In terms of corporate performance, GiXo is expected to slightly exceed its performance forecast in fiscal year ending June 2024, and is also expected to continue recording revenue and profit growth in fiscal year ending June 2025 and beyond.
1. Corporate Overview
With the purpose of “making every decision data-informed,” GiXo specializes in providing a data-informed business that establishes systems that understand matters and make judgments by using data. This helps customer companies to solve managerial problems and enhances their competitiveness. Data-informed decision-making leverages data to aid logical human thinking and rational judgments.
2. Financial Analysis
Net sales from fiscal year ended June 2017 to fiscal year ended June 2023 expanded at an annual rate of 50.3% as the number of projects implemented increased. At the same time, ordinary profit remained largely flat between fiscal year ended June 2018 and fiscal year ended June 2021 due to an increase in personnel expenses and burdens of research and development expenses. On balance, ordinary profit increased 85.1% year-on-year in fiscal year ended June 2022 and increased 3.7 times year-on-year in fiscal year ended June 2023 due to a reduction in fixed cost burdens associated with a revenue increase.
In comparing GiXo’s financial indicators with other companies, its three growth indicators are at a high level.
3. Non-Financial Analysis
The sources of GiXo’s intellectual capital are thought to include the know-how and expertise in the data-informed business that the company has accumulated since starting, as well as relationship capital through the continuous provision of services to major customer companies.
4. Corporate Strategy Analysis
While GiXo plans to actively develop new customers, it will also focus on expanding its business with companies by introducing its services to other departments, and link these initiatives to sustainable business growth.
5. Analyst Evaluation
We believe that GiXo’s strength lies in its ability to provide services that assist each customer company in addressing specific challenges by leveraging its accumulated know-how and advanced data analysis capabilities since the inception of its business.
In terms of corporate performance, GiXo is expected to slightly exceed its performance forecast in fiscal year ending June 2024, and is also expected to continue recording revenue and profit growth in fiscal year ending June 2025 and beyond.
概要（レポートから抜粋）
1．会社概要
・ギックス（以下、同社）は、「あらゆる判断を、Data-Informed（データインフォームド）に。」をパーパス（企業の目的や存在意義）とし、企業の経営課題解決、競争力強化のために、データを用いて物事を理解して判断する仕組みを構築するData-Informed事業を行っている。データインフォームドとは、人間が論理的に思考し、合理的な判断をすることを目的としたデータ活用のことである。
2．財務面の分析
・プロジェクト実施数の増加に伴い売上高は拡大が続いており、17/6期から23/6期の年平均成長率は50.3%となっている。経常利益は人員増に伴う人件費の増加、研究開発費負担のため18/6期から21/6期までほぼ横ばいだったが、22/6期は増収に伴う固定費負担の軽減により前期比85.1%増、23/6期は同3.7倍となった。
・他社との財務指標比較では、成長性の3項目は高い水準にある。
3．非財務面の分析
・知的資本の源泉は、同社が事業開始以来蓄積してきたData-Informed事業におけるノウハウや知見、継続的にサービスを提供する大手顧客企業といった関係資本などにあると考えられる。
4．経営戦略の分析
・同社は、積極的に顧客企業の新規開拓を行うとともに、サービス導入企業内における他部署への展開などに注力し、持続的な事業成長につなげていく考えである。
5．アナリストの評価
・証券リサーチセンターでは、事業開始以来蓄積したノウハウや高いデータ分析力を活かし、顧客企業それぞれの課題解決に役立つサービス提供を行っている点が同社の強みと考えている。
・業績については、24/6期は会社計画を若干上回る水準を予想し、25/6期以降も増収増益が続くと予想した。
・ギックス（以下、同社）は、「あらゆる判断を、Data-Informed（データインフォームド）に。」をパーパス（企業の目的や存在意義）とし、企業の経営課題解決、競争力強化のために、データを用いて物事を理解して判断する仕組みを構築するData-Informed事業を行っている。データインフォームドとは、人間が論理的に思考し、合理的な判断をすることを目的としたデータ活用のことである。
2．財務面の分析
・プロジェクト実施数の増加に伴い売上高は拡大が続いており、17/6期から23/6期の年平均成長率は50.3%となっている。経常利益は人員増に伴う人件費の増加、研究開発費負担のため18/6期から21/6期までほぼ横ばいだったが、22/6期は増収に伴う固定費負担の軽減により前期比85.1%増、23/6期は同3.7倍となった。
・他社との財務指標比較では、成長性の3項目は高い水準にある。
3．非財務面の分析
・知的資本の源泉は、同社が事業開始以来蓄積してきたData-Informed事業におけるノウハウや知見、継続的にサービスを提供する大手顧客企業といった関係資本などにあると考えられる。
4．経営戦略の分析
・同社は、積極的に顧客企業の新規開拓を行うとともに、サービス導入企業内における他部署への展開などに注力し、持続的な事業成長につなげていく考えである。
5．アナリストの評価
・証券リサーチセンターでは、事業開始以来蓄積したノウハウや高いデータ分析力を活かし、顧客企業それぞれの課題解決に役立つサービス提供を行っている点が同社の強みと考えている。
・業績については、24/6期は会社計画を若干上回る水準を予想し、25/6期以降も増収増益が続くと予想した。
