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9554.T Tokyo Stock Exchange Advertising & Marketing

9554.T

¥1 541,00
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JPY
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
27,0 %
ROE
23,1 %
Net margin
20,1 %
Debt / equity
0,31
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 marketing solutions.

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

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryAdvertising & Marketing
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target2 700,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
2 700,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
23,1 %
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 9554.
  • 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 9554.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 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 ¥2.1 billion, which is significantly higher than its total liabilities of ¥1.65 billion. The current ratio of 2.76 indicates a robust ability to meet short-term obligations. The debt-to-equity ratio of 0.31 suggests a conservative capital structure, with long-term debt at ¥730.6 million compared to total equity of ¥2.34 billion.

    Profitability metrics show the company is performing well, with a return on equity (ROE) of 23.1% and a return on assets (ROA) of 13.52%. These figures are well above the typical thresholds for the advertising and marketing industry, indicating strong operational efficiency and effective use of capital.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic diversification provided in the available data. This lack of segment and geographic diversification could pose a concentration risk if the advertising and marketing industry experiences a downturn.

    Looking ahead, the company is expected to maintain its current revenue trajectory, with no significant growth or decline projected in the next fiscal year. The operating cash flow of ¥666.36 million and free cash flow of ¥574.23 million support a stable financial position, although capital expenditures are minimal at -¥26.95 million.

    The risk assessment indicates low liquidity and dilution risks, with no immediate filing-based flags detected. The company's low dilution potential is supported by the absence of recent share issuance or ATM/shelf disclosures. The conservative capital structure and strong cash reserves further mitigate liquidity concerns.

    Recent events, including filings and transcripts, do not indicate any material changes in the company's operations or financial strategy. Analysts have provided a strong buy recommendation, with a mean price target of ¥2,700, suggesting confidence in the company's future performance.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.76 and significant cash reserves.
    • Profitability is robust, with ROE and ROA well above industry norms.
    • The company's revenue is concentrated in a single segment, which could pose a concentration risk.
    • Analysts have provided a strong buy recommendation with a consistent price target of ¥2,700.
    • The company maintains a conservative capital structure with low debt-to-equity and no immediate dilution risks.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 541,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥2.34B
    Net cash
    ¥1.37B
    Current ratio
    2.8
    Debt / equity
    0.3
    ROA
    13.5%
    ROE
    23.1%
    Cash conversion
    123.0%
    CapEx / revenue
    -1.0%
    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
    118,40
    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 estimate118,40
    Revenueno estimateno estimate3,7B 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 buy1
    Buy0
    Hold0
    Sell0
    Strong sell0
    12-month price target¥2 700,00 · Median ¥2 700,00
    Low ¥2 700,00High ¥2 700,00
    EPS surprise
    −26,4 %
    reported vs consensus · miss
    Revenue surprise
    −27,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥2 700,00
    Mean¥2 700,00
    Median¥2 700,00
    High¥2 700,00
    Spot¥1 541,00
    +75.2 %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 Margin27,0 %Best in class
    Net Margin20,1 %Best in class
    ROE23,1 %Best in class
    Capex / Rev-1,0 %Above median
    D/E0,31Below median
    Cash Conv1,23Above median

    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
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 9554.T Market data — financials · 2026-05-27
    • AViC Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    9554.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