DATA HORIZON CO.,LTD (3628) Stock Price

Market cap
¥5.8B
P/E ratio
9.2x
Data Horizon develops healthcare software and analytics for Japanese insurers, municipalities, and pharmaceutical companies to optimize medical costs and support public health research.

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Business Overview

Data Horizon aims to contribute to public health and optimize healthcare costs in Japan, where the population is aging and the birth rate is declining. The company develops software utilizing medical-related databases and provides data solutions to insurers, municipalities, universities, and pharmaceutical companies. Through this approach, the company operates data utilization services that return evidence-based insights to society.

Data Horizon's business consists primarily of a single Healthcare segment. This segment is divided into data health-related services for insurers and data utilization services for municipalities, universities, and pharmaceutical companies. In data health-related services, the company contracts with insurers to provide analytical reports for healthcare cost optimization and a health management app called "kencom."

Data Horizon's data health-related services analyze claims and specific health checkup data received from insurers to support healthcare cost optimization. Specifically, the company assists in creating data health plans and supporting health promotion initiatives, including sending notifications to members and providing health guidance. Through the health management app "kencom," the company provides members with health data and information.

In data utilization services, the company serves pharmaceutical companies and academic institutions by providing solutions using anonymized information based on contracts with insurers. This supports analysis and evidence creation related to chronic diseases and pharmaceuticals. As of March 31, 2025, the company provides solutions to 69 companies and has achieved over 290 academic presentations and published papers.

Management Policy

Data Horizon provides solutions leveraging medical-related databases to optimize healthcare spending in Japan and improve public health. The company delivers data health-related services and data utilization services to insurers, municipalities, universities, and pharmaceutical companies, with the goal of returning evidence-based insights to society.

The company's growth strategy centers on revitalizing and improving efficiency in data health-related services, alongside strong growth in data utilization services. In particular, the company aims to expand its business through productivity improvements using AI and strengthened sales efforts tailored to municipal needs. Building on domestic success, the company is also considering international expansion and investment in new business areas.

Data Horizon positions the fiscal year ending March 2026 as a major milestone for revenue growth and profitability, aiming to realize the results of prior investments and structural reforms. Using EBITDA as a key management metric, the company is working to improve operational efficiency to drive sustainable growth and increase corporate value.

In data health-related services, the company aims to expand its top market share among municipalities while advancing efficiency through AI utilization. In data utilization services, the company is pursuing increased transaction volume and higher unit prices through strengthened sales operations and partnerships with collaborators, driving further expansion of revenue scale.

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