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3665.T Tokyo Stock Exchange Online Services

3665.T

¥377,00
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JPY
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Mcap
15,0B JPY
P/E
EV / Rev
Div yield
2,66 %
Op margin
-2,6 %
ROE
2,8 %
Net margin
5,2 %
Debt / equity
0,01
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the online services sector, providing digital solutions and services to its customers.

Business. 3665.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
77
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
2,8 %
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 3665.
  • 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 3665.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 score77 / 100
    Composite score 0-100 · Data quality 0,57
    Data quality0,57 / 1.00

    Synthesis

    Business

    3665.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 8,790,447,000 JPY, which is significantly higher than its total liabilities of 3,531,224,000 JPY, resulting in a current ratio of 3.35. The price-to-book ratio of 1.19 and a low debt-to-equity ratio of 0.01 indicate a conservative capital structure with minimal leverage.

    Profitability metrics show mixed results. The company reported a net income of 326,645,000 JPY, but it experienced an operating loss of 164,113,000 JPY, which is below the industry median for operating income. The return on equity of 2.78% and return on assets of 2.14% are also below the industry average, suggesting that the company is not generating strong returns relative to its equity and asset base.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases the risk of revenue volatility due to market-specific factors.

    Looking ahead, the company is expected to see a significant increase in revenue, with analysts forecasting a mean revenue estimate of 10,800,000,000 JPY compared to the last actual revenue of 6,295,860,000 JPY. However, the operating cash flow of 209,995,000 JPY and negative free cash flow of -61,094,000 JPY indicate that the company is not currently generating sufficient cash to fund operations without external financing.

    The risk assessment indicates low liquidity and dilution risks, with no immediate filing-based flags detected. The company's low debt levels and strong cash reserves reduce the likelihood of financial distress. However, the negative operating income and reliance on a single revenue stream pose operational and strategic risks.

    Recent events and filings do not show any significant changes in the company's financial or operational status. The company's last actual EPS of 8.23 JPY was higher than the mean EPS estimate of 1.30 JPY, indicating strong recent performance. However, the discrepancy between actual and estimated figures may suggest volatility in future earnings.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 3.35 and significant cash reserves.
    • Despite a net income, the company reported a negative operating income, indicating operational inefficiencies.
    • The company's revenue is concentrated in a single segment, increasing exposure to market-specific risks.
    • Analysts expect a significant increase in revenue, but the company's negative free cash flow suggests ongoing financial challenges.
    • The company has low liquidity and dilution risks, but its operational performance and return metrics are below industry averages.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥377,00
    Market cap
    ¥14.00B
    Enterprise value
    ¥5.28B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    25.2x
    P / B
    1.2x
    P / Tangible book
    1.2x
    Tangible book
    ¥11.76B
    Net cash
    ¥8.72B
    Current ratio
    3.4
    Debt / equity
    0.0
    ROA
    2.1%
    ROE
    2.8%
    Cash conversion
    64.0%
    CapEx / revenue
    -2.6%
    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
    1,30
    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 2026-05-10 · 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 estimate1,30
    Revenueno estimateno estimate10,8B 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
    +533,3 %
    reported vs consensus · beat
    Revenue surprise
    −41,7 %
    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 Margin-2,6 %Below median
    Net Margin5,2 %Above median
    ROE2,8 %Below median
    Capex / Rev-2,6 %Below median
    D/E0,01Above median
    Cash Conv0,64Below 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
    • 3665.T Market data — financials · 2026-05-26
    • Enigmo Inc 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
    3665.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)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    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