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3843.T Tokyo Stock Exchange Integrated Telecommunications Services

FreeBit Co Ltd

¥1 368,00
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Mcap
P/E
EV / Rev
Div yield
2,14 %
Op margin
10,4 %
ROE
42,3 %
Net margin
5,0 %
Debt / equity
3,35
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

FreeBit Co Ltd provides wired telecommunications services, generating revenue primarily through service subscriptions and infrastructure-related offerings.

Business. FreeBit Co Ltd (3843.T) is a Japanese integrated telecommunications services provider that operates within the wired telecommunications services industry. The company generates revenue primarily through a subscription-based model. Specific details regarding its operating segments, headquarters location, and additional primary listings are not available in the provided data.

Classification92 %
SectorTechnology
Business sectorTelecommunications Services
IndustryIntegrated Telecommunications Services
ActivityWired Telecommunications Services
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target1 905,00

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
1 905,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
62
composite score
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
42,3 %
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 3843.
  • 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 3843.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 score62 / 100
    Composite score 0-100 · Data quality 0,57
    Data quality0,57 / 1.00

    Synthesis

    Business

    FreeBit Co Ltd (3843.T) is a Japanese integrated telecommunications services provider that operates within the wired telecommunications services industry. The company generates revenue primarily through a subscription-based model. Specific details regarding its operating segments, headquarters location, and additional primary listings are not available in the provided data.

    Classification92 %
    SectorTechnology
    Business sectorTelecommunications Services
    IndustryIntegrated Telecommunications Services
    ActivityWired Telecommunications Services
    AI synthesis
    GENERATED

    FreeBit maintains a strong liquidity position with JPY 20.68 billion in cash and equivalents, but its debt-to-equity ratio of 3.35 indicates a leveraged capital structure. The company's free cash flow of JPY 3.51 billion supports operational flexibility, though its long-term debt of JPY 21.75 billion suggests a need for disciplined debt management.

    Profitability metrics show a return on equity of 42.28% and a return on assets of 6.78%, both exceeding the typical thresholds for the integrated telecommunications industry. The operating margin of 10.41% (calculated from operating income of JPY 5.73 billion on revenue of JPY 55.07 billion) is robust, indicating efficient cost control.

    The company's revenue is concentrated in its core wired telecommunications services, with no disclosed geographic diversification. This concentration may expose FreeBit to regional economic or regulatory risks.

    FreeBit's revenue growth trajectory is stable, with no significant changes in the outlook for the current or next fiscal year. The company's operating cash flow of JPY 4.57 billion supports its capital expenditure of JPY 566.76 million, indicating a balanced approach to reinvestment.

    The risk assessment highlights a medium liquidity risk due to the company's net cash position being negative after subtracting total debt. While dilution risk is currently low, the company's high debt-to-equity ratio could necessitate future equity issuance, potentially diluting existing shareholders.

    Recent investor relations data show a mean price target of JPY 1,905.00, with a median of JPY 1,905.00 and a range from JPY 1,710.00 to JPY 2,100.00. Analysts have issued one strong-buy and one buy recommendation, with no holds, suggesting a generally positive outlook.

    Key takeaways
    • FreeBit maintains a strong liquidity position with JPY 20.68 billion in cash and equivalents.
    • The company's return on equity of 42.28% is significantly higher than typical industry benchmarks.
    • FreeBit's debt-to-equity ratio of 3.35 indicates a leveraged capital structure that may require careful management.
    • Analysts have a generally positive outlook, with a mean price target of JPY 1,905.00 and no hold recommendations.
    • The company's revenue is concentrated in its core wired telecommunications services, with no disclosed geographic diversification.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 368,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥6.50B
    Net cash
    -¥1.07B
    Current ratio
    2.1
    Debt / equity
    3.4
    ROA
    6.8%
    ROE
    42.3%
    Cash conversion
    166.0%
    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
    183,10
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-22 · 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 estimate183,10
    Revenueno estimateno estimate62,1B 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

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy1
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥1 905,00 · Median ¥1 905,00
    Low ¥1 710,00High ¥2 100,00
    EPS surprise
    −25,8 %
    reported vs consensus · miss
    Revenue surprise
    −11,4 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥1 710,00
    Mean¥1 905,00
    Median¥1 905,00
    High¥2 100,00
    Spot¥1 368,00
    +39.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin10,4 %Above median
    Net Margin5,0 %Below median
    ROE42,3 %Best in class
    Capex / Rev-1,0 %Above P75
    D/E3,35Bottom quartile
    Cash Conv1,66Above 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
    • FreeBit Co Ltd Market data — financials · 2026-05-26
    • FreeBit 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
    3843.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    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