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2491.T Tokyo Stock Exchange Advertising & Marketing

2491.T

¥457,00
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JPY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
9,9B JPY
P/E
EV / Rev
Div yield
10,23 %
Op margin
6,8 %
ROE
4,0 %
Net margin
2,0 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the advertising and marketing industry, generating revenue primarily through advertising services and related marketing solutions.

Business. The company operates in the advertising and marketing industry, generating revenue primarily through advertising services and related marketing solutions.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryAdvertising & Marketing
Generated · model-assisted
Sell-side consensus
HOLD1 analysts
0 buy1 hold0 sell
Avg 12m price target500,00

Analyst recommendations

1 analysts · consensus Hold
Buy0
Hold1
Sell0
12-month price target
500,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
1 analysts · indicative
Ownership
not yet wired
Profitability
4,0 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 2491.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 2491.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the advertising and marketing industry, generating revenue primarily through advertising services and related marketing solutions.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryAdvertising & Marketing
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥11.03 billion, representing 68.3% of total assets. The current ratio of 3.94 indicates a robust ability to cover short-term liabilities. However, the company reported negative free cash flow of ¥711 million, driven by capital expenditures of ¥362 million, suggesting reinvestment in operations or expansion.

    Profitability metrics show a return on equity (ROE) of 4.0% and a return on assets (ROA) of 3.02%, both below the industry median for advertising and marketing firms. The operating margin of 6.76% (¥1.63 billion operating income on ¥24.17 billion revenue) is also below the sector average, indicating potential inefficiencies in cost management or pricing power.

    Geographically, the company's revenue is concentrated in Japan, with no disclosed international segments. Segment-wise, the company operates as a single business unit, with no material diversification across product lines or client industries. This concentration increases exposure to domestic economic cycles and regulatory shifts.

    The company's revenue growth outlook for the current fiscal year is flat, with no significant changes expected in the near term. Analysts have assigned a mean price target of ¥500, suggesting a 3.95% upside from the current market price of ¥481. However, the lack of strong buy or buy ratings from analysts indicates cautious sentiment.

    The company's risk profile is characterized by low liquidity and dilution risk, with no immediate filing-based flags detected. The absence of long-term debt and a debt-to-equity ratio of 0.0 further supports a conservative capital structure. However, the negative free cash flow and capital expenditures suggest potential reinvestment needs that could impact future liquidity.

    Recent filings and transcripts do not indicate any material events or strategic shifts. The company's operations remain stable, with no disclosed changes in management, major contracts, or regulatory actions. Analysts have not issued any strong buy or buy recommendations, with one hold rating and no sell or strong sell ratings.

    Key takeaways
    • The company maintains a strong liquidity position with ¥11.03 billion in cash and equivalents.
    • Profitability metrics (ROE and ROA) are below industry medians, indicating potential inefficiencies.
    • Revenue is concentrated in Japan, increasing exposure to domestic economic cycles.
    • Analysts have assigned a neutral outlook with a mean price target of ¥500.
    • The company has no long-term debt and a debt-to-equity ratio of 0.0, supporting a conservative capital structure.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥457,00
    Market cap
    ¥10.46B
    Enterprise value
    -¥569.7M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    -0.3x
    P / B
    0.9x
    P / Tangible book
    0.9x
    Tangible book
    ¥12.18B
    Net cash
    ¥11.03B
    Current ratio
    3.9
    Debt / equity
    0.0
    ROA
    3.0%
    ROE
    4.0%
    Cash conversion
    395.0%
    CapEx / revenue
    -1.5%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    -37,20
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-37,20
    Revenueno estimateno estimate14,2B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy0
    Hold1
    Sell0
    Strong sell0
    12-month price target¥500,00 · Median ¥500,00
    Low ¥500,00High ¥500,00
    EPS surprise
    +132,5 %
    reported vs consensus · beat
    Revenue surprise
    +67,5 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥500,00
    Mean¥500,00
    Median¥500,00
    High¥500,00
    Spot¥457,00
    +9.4 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin6,8 %Above median
    Net Margin2,0 %Below median
    ROE4,0 %Above median
    Capex / Rev-1,5 %Below median
    D/E0,00Above P75
    Cash Conv3,95Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 2491.T Market data — financials · 2026-05-26
    • ValueCommerce Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2491.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage