6081
Allied Architects, Inc.
アライドアーキテクツ株式会社
Services
Allied Architects, Inc. engages in the marketing DX support business in Japan, the United States, and internationally. The company's products include Letro and Letro Studio, a video production tool service; Monipla, a platform for public relations and product development; and echoes, a service for instant win campaigns. It also provides solutions for SNS advertising and account management, web promotions, and fan marketing solutions. Additionally, the company offers advertising and other account and marketing support services. The company was incorporated in 2005 and is headquartered in Shibuya, Japan.
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Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥3.0B
¥3.5B
¥4.1B
¥4.6B
¥6.2B
Cost of Sales
¥965M
¥1.1B
¥1.0B
¥1.0B
¥3.4B
Gross Profit
¥2.0B
¥2.4B
¥3.1B
¥3.5B
¥2.8B
SG&A
¥2.2B
¥2.8B
¥2.9B
¥2.5B
¥2.0B
Operating Income
¥-188M
¥-460M
¥259M
¥1.0B
¥775M
Non-Operating Income
¥67M
¥116M
¥105M
¥113M
¥87M
Dividend Income
¥0M
¥0M
¥4M
¥0M
¥6M
Interest Income
¥2M
¥0M
¥0M
¥0M
¥0M
Non-Operating Expenses
¥39M
¥43M
¥50M
¥50M
¥12M
Interest Expense
¥7M
¥7M
¥4M
¥1M
¥3M
Ordinary Income
¥-160M
¥-387M
¥314M
¥1.1B
¥850M
Pre-tax Income
¥-534M
¥-428M
¥103M
¥1.1B
¥969M
Income Taxes
¥191M
¥66M
¥225M
¥272M
¥235M
Current Tax
¥194M
¥31M
¥226M
¥273M
¥263M
Deferred Tax
¥-3M
¥35M
¥4M
¥-1M
¥-28M
Net Income (owners)
¥-743M
¥-516M
¥-147M
¥806M
¥727M
Minority Interest
¥18M
¥23M
¥25M
¥15M
¥7M
Comprehensive Income
¥-908M
¥-385M
¥-149M
¥720M
¥671M
EBITDA
¥-66M
¥-340M
¥368M
¥1.1B
¥897M
Goodwill Amort. (J-GAAP)
¥18M
¥16M
¥5M
¥6M
¥2M
EPS
¥-51.81
¥-36.33
¥-10.35
¥56.95
¥51.56
Shares Outstanding
15.9M
14.2M
14.2M
14.2M
14.1M
Shares Issued (total)
15.9M
14.2M
14.2M
14.2M
14.1M
Treasury Shares
0.0M
0.0M
0.0M
0.0M
0.0M
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥3.3B
¥4.1B
¥4.1B
¥4.6B
¥3.8B
Current Assets
¥2.5B
¥3.0B
¥3.3B
¥3.5B
¥2.8B
Cash & Deposits
¥1.5B
¥1.9B
¥1.8B
¥2.1B
¥1.7B
Non-Current Assets
¥753M
¥1.1B
¥761M
¥1.0B
¥1.0B
PP&E
¥30M
¥41M
¥53M
¥69M
¥64M
Goodwill
¥54M
¥69M
¥14M
¥48M
¥6M
Intangible Assets
¥361M
¥402M
¥252M
¥172M
¥139M
Investment Securities
¥268M
¥546M
¥349M
¥685M
¥703M
Deferred Tax Assets
—
—
—
¥11M
¥20M
Total Liabilities
¥1.3B
¥1.6B
¥1.0B
¥1.4B
¥1.3B
Current Liabilities
¥965M
¥954M
¥800M
¥1.1B
¥1.2B
ST Debt
¥163M
¥172M
¥83M
¥216M
¥160M
Taxes Payable
¥210M
¥16M
¥109M
¥152M
¥216M
Non-Current Liabilities
¥346M
¥599M
¥213M
¥274M
¥183M
Total LT Borrowings
¥276M
¥439M
¥186M
¥269M
¥183M
Deferred Tax Liab.
¥61M
¥142M
¥12M
—
—
Total Equity
¥1.9B
¥2.5B
¥3.1B
¥3.2B
¥2.5B
Capital Stock
¥1.0B
¥887M
¥887M
¥874M
¥857M
Capital Surplus
¥1.4B
¥1.2B
¥1.2B
¥1.2B
¥1.2B
Retained Earnings
¥-437M
¥305M
¥1.0B
¥1.2B
¥386M
Treasury Stock
¥-12M
¥-12M
¥-12M
¥-12M
¥-12M
AOCI
¥-167M
¥10M
¥-96M
¥-69M
¥32M
Equity (owners)
¥2.0B
¥2.4B
¥3.1B
¥3.2B
¥2.4B
Minority Interests
¥156M
¥144M
¥84M
¥59M
¥41M
Total Interest-Bearing Debt ⓘ
¥439M
¥611M
¥269M
¥485M
¥343M
Net Cash ⓘ
¥1.1B
¥1.3B
¥1.6B
¥1.6B
¥1.4B
NCAV ⓘ
¥1.2B
¥1.4B
¥2.3B
¥2.2B
¥1.5B
NCAV/Share
¥75
¥102
¥164
¥154
¥104
BV/Share
¥123
¥167
¥218
¥227
¥170
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥-861M
¥-107M
¥-119M
¥339M
¥849M
Taxes Paid
¥90M
¥-238M
¥-268M
¥-323M
¥-158M
Interest Paid
¥-7M
¥-7M
¥-4M
¥-2M
¥-3M
Interest Received
¥4M
¥5M
¥4M
¥0M
¥6M
D&A
¥104M
¥104M
¥104M
¥122M
¥120M
Goodwill Amort.
¥18M
¥16M
¥5M
¥6M
¥2M
Investing CF
¥315M
¥-140M
¥49M
¥-67M
¥88M
CapEx
¥4M
¥8M
¥13M
¥23M
¥23M
Purchase Investments
—
¥-10M
¥-10M
¥-20M
—
Proceeds from Invest.
¥392M
¥24M
¥200M
¥42M
¥174M
Financing CF
¥139M
¥311M
¥-235M
¥108M
¥-424M
Share Buybacks
—
—
¥-0M
¥-0M
¥-0M
LT Debt Repaid
¥-172M
¥-165M
¥-217M
¥-176M
¥-309M
Free Cash Flow
¥-865M
¥-115M
¥-131M
¥316M
¥826M
Net Change in Cash
¥-412M
¥95M
¥-271M
¥413M
¥531M
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
-33.2%
-18.3%
-4.8%
28.9%
34.9%
ROA
-20.3%
-12.6%
-3.4%
19.2%
19.0%
EPS
¥-51.81
¥-36.33
¥-10.35
¥56.95
¥51.56
BPS
¥112.48
¥168.00
¥211.30
¥222.31
¥172.10
FCF/Share
¥-55
¥-8
¥-9
¥22
¥59
NCAV/Share
¥75
¥102
¥164
¥154
¥104
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 22
Date Activist Stake Event Flag Demands Source
2026-05-20
DeFi Development Corp.
8.62%
initial_5pct
Passive
—
2026-05-19
Macquarie Bank Limited
37.33%
-1.24%
change
Passive
—
2026-05-13
Macquarie Bank Limited
38.57%
initial_5pct
Passive
—
2026-01-21
Sumitomo Mitsui Trust Bank,Limited
—
exit
Passive
—
2026-01-06
Masahide Nakamura
32.49%
correction
Passive
—
2026-01-05
Masahide Nakamura
32.49%
-3.72%
change
Passive
—
2025-12-19
Sumitomo Mitsui Trust Bank,Limited
5.66%
change
Passive
—
2025-10-22
Masahide Nakamura
36.21%
change
Passive
—
2025-10-22
Masahide Nakamura
36.21%
correction
Passive
—
2024-08-06
Nomura Securities Co.,Ltd.
4.09%
+1.01%
change
Passive
—
2024-07-05
NOMURA INTERNATIONAL PLC
5.29%
initial_5pct
Passive
—
2024-03-26
Bell Investments Inc.
3.77%
-1.24%
change
Passive
—
2024-02-22
Asset Management One Co., Ltd.
—
exit
Passive
—
2024-02-07
Asset Management One Co., Ltd.
8.33%
+1.25%
change
Passive
—
2024-02-02
Bell Investments Inc.
5.01%
-0.01%
correction
Passive
—
2024-02-01
Bell Investments Inc.
5.02%
initial_5pct
Passive
—
2024-01-18
Nomura Securities Co.,Ltd.
3.08%
-2.04%
change
Passive
—
2024-01-09
Nomura Securities Co.,Ltd.
5.12%
-0.1%
change
Passive
—
2023-12-22
Nomura Securities Co.,Ltd.
5.22%
initial_5pct
Passive
—
2023-10-30
Masahide Nakamura
36.27%
change
Passive
—
2023-08-07
Asset Management One Co., Ltd.
7.08%
-1.3%
change
Passive
—
2023-06-07
Asset Management One Co., Ltd.
8.38%
change
Passive
—
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 2
#
Shareholder
Shares (thou.)
% of Total
1
中村壮秀
1
1.00%
2
木下政弘
630,000
3.97%
3
INTERACTIVE BROKERS LLC (常任代理人 インタラクティブ・グローカーズ証券株式会社)
621,500
3.92%
4
株式会社SBI証券
308,300
1.94%
5
渡邉涼一
261,700
1.65%
6
株式会社ZUU
261,700
1.65%
7
合同会社MNカンパニー
250,000
1.58%
8
株式会社MFTRUSTLead
237,000
1.49%
9
アライドアーキテクツ従業員持株会
220,100
1.39%
10
和田孝行
213,100
1.34%
Domestic Nominees
0.0%
+0.0% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
-0.9% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
19.9%
+5.6% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
木下政弘
2.12%
3.73%
3.97%
+0.24%
Interactive Brokers
↑
—
0.98%
3.92%
+2.94%
式会社SBI証券
NEW ENTRY
—
—
—
1.94%
NEW
渡邉涼一
NEW ENTRY
—
—
—
1.65%
NEW
式会社ZUU
NEW ENTRY
—
—
—
1.65%
NEW
同会社MNカンパニー
—
1.76%
1.58%
-0.18%
式会社MFTRUSTLead
NEW ENTRY
—
—
—
1.49%
NEW
アライドアーキテクツ従業員持株会
—
1.55%
1.39%
-0.16%
和田孝行
—
1.50%
1.34%
-0.16%
中村壮秀
1.00%
1.00%
1.00%
Barclays
last seen 2024
Exited Top 10
—
1.50%
—
JPモルガン証券
last seen 2024
Exited Top 10
—
1.32%
—
古川良太
last seen 2024
Exited Top 10
—
1.03%
—
BNY Mellon
last seen 2024
Exited Top 10
—
0.95%
—
野村證券
last seen 2023
Exited Top 10
3.40%
—
—
Goldman Sachs
last seen 2023
Exited Top 10
2.61%
—
—
日本カストディ銀行
last seen 2023
Exited Top 10
1.00%
—
—
日本証券金融
last seen 2023
Exited Top 10
2.52%
—
—
BNY GCM CLIENT ACCOUNT JPRD AC ISG(FE-AC)
last seen 2023
Exited Top 10
2.79%
—
—
日本マスタートラスト信託銀行
last seen 2023
Exited Top 10
3.31%
—
—
NOMURA INTERNATIONAL PLC A/C JAPAN FLOW
last seen 2023
Exited Top 10
3.06%
—
—
ベル投資事業有限責任組合1
last seen 2023
Exited Top 10
2.01%
—
—
Concentration (HHI)
ⓘ
63
30
50
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥17M
+13% since 2023
Holdings
2
Trend
Stable
vs 2023
Held Company
FY2025
¥17M total
FY2023
¥15M total
Book Val ¥M
Shares
Book Val ¥M
Shares
INSIGHT INC.
㈱インサイト
17
40,000
15
40,000
AI Robotics Co., Ltd.
Aiロボティクス㈱
—
—
Portfolio total
17
15
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding