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3496.T Tokyo Stock Exchange Online Services

3496.T

¥4 240,00
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JPY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
52,3B JPY
P/E
EV / Rev
Div yield
3,13 %
Op margin
19,0 %
ROE
26,8 %
Net margin
13,6 %
Debt / equity
0,01
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company provides online services, primarily generating revenue through its software and IT services offerings.

Business. 3496.T is a technology company operating in the Online Services industry within the Software & IT Services sector. The firm generates revenue primarily through advertising, with key performance indicators including monthly active users, average revenue per user, and ad impressions. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryOnline Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
75
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
26,8 %
return on equity
Quality
57
quality score (0-100)

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 3496.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 3496.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • 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

    Composite score75 / 100
    Composite score 0-100 · Data quality 0,57
    Data quality0,57 / 1.00

    Synthesis

    Business

    3496.T is a technology company operating in the Online Services industry within the Software & IT Services sector. The firm generates revenue primarily through advertising, with key performance indicators including monthly active users, average revenue per user, and ad impressions. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustryOnline Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥5.74 billion, representing 64.5% of total assets. The liquidity FPT (free cash flow to total liabilities) ratio is 0.74, indicating a robust ability to meet short-term obligations. The current ratio of 4.49 further supports this, showing that the company has more than four times the current assets to cover its current liabilities.

    Profitability metrics show the company is performing well relative to its industry. The return on equity (ROE) of 26.83% and return on assets (ROA) of 20.6% are both significantly above the industry median for online services. The gross margin of 42.26% and operating margin of 18.99% also reflect strong operational efficiency.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification may expose the company to higher risk if demand in its primary market fluctuates. The absence of segment or geographic breakdown in the financial data limits the ability to assess exposure to different markets.

    Looking ahead, the company is projected to grow revenue by 27.5% in the current fiscal year and 12.3% in the following year. These growth rates are supported by a strong free cash flow of ¥1.53 billion and a capital expenditure of -¥339.39 million, indicating efficient capital use and reinvestment.

    The company's risk profile is low, with minimal debt and no immediate liquidity or dilution concerns. The debt-to-equity ratio of 0.01 and long-term debt of ¥72.42 million suggest a conservative capital structure. No dilution sources were identified in the risk assessment, and the dilution potential is classified as low.

    Recent financial filings and transcripts indicate consistent performance, with the last actual EPS of ¥153.62 compared to the mean estimate of ¥386.20. The company's revenue of ¥13.47 billion was below the mean estimate of ¥17.3 billion, suggesting potential challenges in meeting analyst expectations.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 4.49 and cash and equivalents of ¥5.74 billion.
    • Profitability metrics such as ROE (26.83%) and ROA (20.6%) are well above industry medians.
    • The company's revenue is concentrated in a single business segment, with no geographic diversification disclosed.
    • Revenue growth is projected at 27.5% for the current fiscal year and 12.3% for the next, supported by strong free cash flow.
    • The company maintains a low-risk profile with minimal debt and no immediate dilution concerns.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥4 240,00
    Market cap
    ¥51.44B
    Enterprise value
    ¥45.77B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    23.5x
    P / B
    7.5x
    P / Tangible book
    7.5x
    Tangible book
    ¥6.83B
    Net cash
    ¥5.66B
    Current ratio
    4.5
    Debt / equity
    0.0
    ROA
    20.6%
    ROE
    26.8%
    Cash conversion
    106.0%
    CapEx / revenue
    -2.5%
    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
    386,20
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · 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 estimate386,20
    Revenueno estimateno estimate17,3B 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 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −60,2 %
    reported vs consensus · miss
    Revenue surprise
    −22,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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 Margin19,0 %Above P75
    Net Margin13,6 %Above P75
    ROE26,8 %Best in class
    Capex / Rev-2,5 %Below median
    D/E0,01Above median
    Cash Conv1,06Above 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
    • 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
    • 3496.T Market data — financials · 2026-05-26
    • AZoom 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
    3496.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full 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 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage