Ymirlink (TSE:4372) Scaled Net Operating Assets: 0.13 (As of Dec. 2025)


TSE:4372 Ymirlink Inc TSE:4372
86 GF Score
Price 円1,220.00
GF Value 円1,779.99
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Ymirlink Scaled Net Operating Assets?

Ymirlink TSE:4372 -0.73% 86 Scaled Net Operating Assets is 0.13 as of Dec. 2025. GuruFocus rates TSE:4372 with a GF Score™ of 86/100 and a GF Value™ of 円1,779.99 (Significantly Undervalued). The stock has 1 warning sign investors should review.

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Ymirlink's operating assets for the quarter that ended in Dec. 2025 was 円995 Mil. Ymirlink's operating liabilities for the quarter that ended in Dec. 2025 was 円576 Mil. Ymirlink's Total Assets for the quarter that ended in Jun. 2025 was 円3,291 Mil. Therefore, Ymirlink's scaled net operating assets (SNOA) for the quarter that ended in Dec. 2025 was 0.13.


Ymirlink Scaled Net Operating Assets Historical Data

* Premium members only.

The historical data trend for Ymirlink's Scaled Net Operating Assets can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ymirlink Scaled Net Operating Assets Chart

Ymirlink Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Scaled Net Operating Assets
Get a 7-Day Free Trial 0.13 0.10 0.12 0.13 0.12

Ymirlink Quarterly Data
Dec19 Dec20 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Dec24 Mar25 Jun25 Dec25 Mar26
Scaled Net Operating Assets Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.12 0.16 0.17 0.13 0.14

TSE:4372 vs UBER, SHOP, CRM: Scaled Net Operating Assets Comparison

For the Software - Application subindustry, Ymirlink's Scaled Net Operating Assets, along with its competitors' market caps and Scaled Net Operating Assets data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Ymirlink Scaled Net Operating Assets vs Software Industry

For the Software industry and Technology sector, Ymirlink's Scaled Net Operating Assets distribution charts can be found below:

* The bar in red indicates where Ymirlink's Scaled Net Operating Assets falls into.


TSE:4372
86GF Score
Ymirlink Inc TSE:4372
Scaled Net Operating Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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Ymirlink Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Ymirlink's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Dec. 2025 is calculated as

Scaled Net Operating Assets (SNOA)(A: Dec. 2025 )
=(Operating Assets (A: Dec. 2025 )-Operating Liabilities (A: Dec. 2025 ))/Total Assets (A: Dec. 2024 )
=(994.946-575.604)/3435.222
=0.12

where

Operating Assets(A: Dec. 2025 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=3576.032 - 2581.086
=994.946

Operating Liabilities(A: Dec. 2025 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=575.604 - 0 - 0
=575.604

Ymirlink's Scaled Net Operating Assets (SNOA) for the quarter that ended in Dec. 2025 is calculated as

Scaled Net Operating Assets (SNOA)(Q: Dec. 2025 )
=(Operating Assets (Q: Dec. 2025 )-Operating Liabilities (Q: Dec. 2025 ))/Total Assets (Q: Jun. 2025 )
=(994.946-575.604)/3290.988
=0.13

where

Operating Assets(Q: Dec. 2025 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=3576.032 - 2581.086
=994.946

Operating Liabilities(Q: Dec. 2025 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=575.604 - 0 - 0
=575.604

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Scaled Net Operating Assets of 0.13 mean?
Ymirlink (TSE:4372) has a Scaled Net Operating Assets of 0.13 as of Dec. 2025. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Ymirlink and its competitors.
Is Ymirlink's Scaled Net Operating Assets too high?
Ymirlink's current Scaled Net Operating Assets is 0.13. Overall, Ymirlink has a GF Score™ of 86/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ymirlink's Scaled Net Operating Assets compare to UBER and SHOP?
Ymirlink's Scaled Net Operating Assets of 0.13 can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Scaled Net Operating Assets for a Software company?
A good Scaled Net Operating Assets depends on the Software industry context. However, Scaled Net Operating Assets should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Scaled Net Operating Assets mean?
A high Scaled Net Operating Assets can signal that a stock is expensive relative to its fundamentals. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Ymirlink and its competitors. Ymirlink's current Scaled Net Operating Assets is 0.13. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ymirlink stock overvalued right now?
Based on GuruFocus' analysis, Ymirlink (TSE:4372) is currently considered Significantly Undervalued. The stock's GF Value™ is 円1,779.99, compared to a current price of 円1,220.00 — trading 31.5% below its estimated fair value. The current Scaled Net Operating Assets is 0.13. Ymirlink's overall GF Score™ is 86/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Scaled Net Operating Assets calculated?
Scaled Net Operating Assets is calculated from a company's financial statements. For Ymirlink (TSE:4372), the current Scaled Net Operating Assets is 0.13 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ymirlink (TSE:4372) Overvalued in 2026?

Based on GuruFocus' analysis, Ymirlink stock appears to be undervalued. The current stock price of 円1,220.00 is trading 31.5% below its estimated GF Value™ of 円1,779.99. GuruFocus considers Ymirlink to be Significantly Undervalued.

Key valuation signals for TSE:4372:

  • Scaled Net Operating Assets: 0.13
  • GF Value™: 円1,779.99 vs. price of 円1,220.00 (31.5% below fair value)
  • GF Score™: 86/100 with 1 warning sign

No single metric tells the full story. See the TSE:4372 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Ymirlink Business Description

Address 2-2-1 Yoyogi, 12th Floor, Odakyu Southern Tower, Shibuya-ku, Tokyo, JPN, 151-8583
Ymirlink Inc provides messaging solutions that enable businesses to communicate effectively, safely, and securely using the Internet. It offers solutions that connect corporations and other organizations with society and individuals through the messaging platform, Cuenote. The company's Cuenote series of software products includes Cuenote FC, Cuenote SR-S, Cuenote SMS, Cuenote Auth, Cuenote Push, etc., which offer web push notification services, survey systems, authentication services, SMS and Email delivery, and other related services. It operates in a single segment, the messaging solutions business.
86GF Score

Get the complete analysis for TSE:4372

Scaled Net Operating Assets is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円1,220.00
Price
円1,779.99
GF Value