Minkabu The Infonoid Inc
Minkabu The Infonoid Inc provides advertising and marketing services, generating revenue primarily through service fees and client contracts.
Business. Minkabu The Infonoid Inc (4436.T) is a Japanese advertising and marketing company headquartered in Japan. The firm operates within the Cyclical Consumer Services sector, providing advertising and marketing solutions. It is primarily listed on the Tokyo Stock Exchange. Specific operating segments and geographic revenue breakdowns are not disclosed in the available data.
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1 analysts · consensus HoldAt a glance
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- 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
Signals & dispatch
Composite-score breakdown
Synthesis
Minkabu The Infonoid Inc (4436.T) is a Japanese advertising and marketing company headquartered in Japan. The firm operates within the Cyclical Consumer Services sector, providing advertising and marketing solutions. It is primarily listed on the Tokyo Stock Exchange. Specific operating segments and geographic revenue breakdowns are not disclosed in the available data.
Minkabu The Infonoid Inc has a price-to-book ratio of 1.24 and a debt-to-equity ratio of 1.16, indicating a moderate level of leverage and a market valuation that is slightly above its book value. The company's liquidity position is characterized by a current ratio of 1.51, suggesting it has sufficient short-term assets to cover its short-term liabilities. However, the company's net cash position is negative after subtracting total debt, which indicates potential liquidity constraints.
The company's profitability metrics are concerning, with a return on equity of -0.1583 and a return on assets of -0.0658, both of which are negative and suggest that the company is not generating returns for its shareholders or effectively utilizing its assets. These figures are below the industry norms for the Advertising & Marketing sector, which typically expects positive returns on equity and assets.
Minkabu The Infonoid Inc's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no significant geographic diversification reported. This lack of diversification could expose the company to higher risks if demand in its primary market fluctuates.
The company's growth trajectory is uncertain, with a net loss of 976,667,000 JPY and an operating loss of 792,910,000 JPY in the latest reporting period. Analysts have provided a mean price target of 480.00 JPY, which is slightly below the current market price of 498.00 JPY, indicating a cautious outlook. The company's capital expenditures of -1,242,216,000 JPY suggest a significant outlay on long-term assets, which could impact short-term liquidity.
The risk assessment for Minkabu The Infonoid Inc highlights a medium liquidity risk and a low dilution risk. The company's negative net cash position after subtracting total debt is a key flag, indicating potential challenges in maintaining liquidity. There is no indication of dilution pressure in the near term, as the number of shares outstanding has not changed between basic and diluted counts.
Recent events and filings do not provide specific details on new product launches or strategic partnerships, but the company's financial performance and analyst recommendations suggest a need for strategic adjustments to improve profitability and liquidity.
- Minkabu The Infonoid Inc is currently experiencing a net loss and operating loss, indicating poor financial performance.
- The company's liquidity position is moderate, with a current ratio of 1.51, but its net cash position is negative after subtracting total debt.
- The company's profitability metrics are negative, with a return on equity of -0.1583 and a return on assets of -0.0658.
- Analysts have provided a mean price target of 480.00 JPY, which is slightly below the current market price of 498.00 JPY.
- The company's capital expenditures are significant, which could impact short-term liquidity.
- margin_outlook_rationale: The company's negative return on equity and assets indicates a need for cost reduction and improved operational efficiency to enhance margins.
- rd_outlook_rationale: There is no specific information provided on research and development activities, but the company's financial performance suggests a need for innovation to drive growth.
Bull / Bear case
Generated · model-assistedRevenue grew at a 26.2% CAGR over four years, reaching 10.5 billion JPY in fiscal 2025.
Analysts project 17.6% upside to a target price of 480 JPY from the current market price.
Gross profit remained positive at 2.9 billion JPY in fiscal 2025 despite significant operating losses.
Free cash flow deteriorated sharply to a 6.1 billion JPY outflow in fiscal 2025.
Operating and net margins rank in the bottom quartile compared to the advertising cohort median.
The company carries a high credit risk flag and a debt-to-equity ratio of 1.16.
In focus — financials by report
Revenue ¥2.32B, +1,8% YoY; Operating income +126,4% YoY.
- ▍Revenue ¥2.32B, +1,8% YoY
- ▍Operating income +126,4% YoY
- ▍Net income +115,5% YoY
- ▍Net margin 4.5%
Revenue ¥2.14B, −17,0% YoY; Operating income +263,0% YoY.
- ▍Revenue ¥2.14B, −17,0% YoY
- ▍Operating income +263,0% YoY
- ▍Net income +328,0% YoY
- ▍Net margin 5.9%
Revenue ¥2.16B, +0,4% YoY; Operating income +133,2% YoY.
- ▍Revenue ¥2.16B, +0,4% YoY
- ▍Operating income +133,2% YoY
- ▍Net income +122,2% YoY
- ▍Net margin 2.4%
Revenue ¥3.54B, +26,6% YoY; Operating income −435,6% YoY.
- ▍Revenue ¥3.54B, +26,6% YoY
- ▍Operating income −435,6% YoY
- ▍Net income −366,4% YoY
- ▍Net margin -128.7%
Revenue ¥2.28B; Operating income -¥735.0M.
- ▍Revenue ¥2.28B
- ▍Operating income -¥735.0M
- ▍Net margin -29.7%
Revenue ¥2.57B; Operating income ¥30.9M.
- ▍Revenue ¥2.57B
- ▍Operating income ¥30.9M
- ▍Net margin -2.2%
Revenue ¥2.15B; Operating income -¥283.9M.
- ▍Revenue ¥2.15B
- ▍Operating income -¥283.9M
- ▍Net margin -11.0%
Revenue ¥2.79B; Operating income -¥792.9M.
- ▍Revenue ¥2.79B
- ▍Operating income -¥792.9M
- ▍Net margin -35.0%
Revenue ¥10.55B, +6,3% YoY; Operating income −373,0% YoY.
- ▍Revenue ¥10.55B, +6,3% YoY
- ▍Operating income −373,0% YoY
- ▍Net income −367,9% YoY
- ▍Free cash flow −259,7% YoY
- ▍Net margin -52.4%
Revenue ¥9.92B, +45,1% YoY; Operating income −175,5% YoY.
- ▍Revenue ¥9.92B, +45,1% YoY
- ▍Operating income −175,5% YoY
- ▍Net income −262,6% YoY
- ▍Free cash flow −1 065,7% YoY
- ▍Net margin -11.9%
Revenue ¥6.84B, +24,7% YoY; Operating income +67,8% YoY.
- ▍Revenue ¥6.84B, +24,7% YoY
- ▍Operating income +67,8% YoY
- ▍Net income +4,4% YoY
- ▍Free cash flow +4,5% YoY
- ▍Net margin 10.6%
Revenue ¥5.48B, +31,8% YoY; Operating income +21,4% YoY.
- ▍Revenue ¥5.48B, +31,8% YoY
- ▍Operating income +21,4% YoY
- ▍Net income +23,3% YoY
- ▍Free cash flow −29,9% YoY
- ▍Net margin 12.7%
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Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 20,35 |
| Revenue | —no estimate | —no estimate | 8,9B JPY |
| Operating income | —no estimate | —no estimate | —no estimate |
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consensus EPS · 26-week trendSell-side observations
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- Net cash is negative after subtracting total debt.
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- Minkabu The Infonoid Inc Market data — financials · 2026-05-26
- Minkabu The Infonoid Inc Market data — analyst estimates · 2026-05-26