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4800.T — Tokyo Stock Exchange Online Services

4800.T

¥1 328,00
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JPY
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Mcap
17,0B JPY
P/E
—
EV / Rev
—
Div yield
2,95 %
Op margin
27,9 %
ROE
17,5 %
Net margin
20,2 %
Debt / equity
0,03
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
—
Open
—
Next earnings
—
Ex-dividend
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TR 1Y
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About

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

Business. 4800.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→
97
composite score
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership
—
not yet wired
Profitability→
17,5 %
return on equity
Quality→
58
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 4800.

    • 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 4800.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 score97 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    4800.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 a current ratio of 4.34 and a significant cash and equivalents balance of 3,951,789,000 JPY. The price-to-book ratio is 2.36, indicating that the market values the company at a premium to its book value. The return on equity is 17.54%, which is a strong indicator of the company's profitability relative to its equity base.

    Profitability metrics show that the company is performing well compared to industry standards. The return on assets of 14.34% suggests efficient use of assets to generate profit. The operating income of 1,373,714,000 JPY and net income of 992,077,000 JPY reflect a healthy margin structure. The debt-to-equity ratio of 0.03 indicates a conservative capital structure with minimal leverage.

    The company's revenue is primarily concentrated in its core online services segment, with no significant geographic diversification reported. The financial data does not provide specific segment or geographic revenue breakdowns, but the overall revenue of 4,916,037,000 JPY suggests a strong market presence in its primary operations.

    The company's growth trajectory is positive, with a strong operating cash flow of 1,208,051,000 JPY and a free cash flow of 647,953,000 JPY. Analyst estimates suggest a mean revenue estimate of 6,350,000,000 JPY for the upcoming period, indicating a potential growth of approximately 29.07% from the last reported revenue of 4,916,000,000 JPY.

    Risk factors for the company are currently low, with no immediate filing-based liquidity or dilution flags detected. The dilution potential is also low, and the company's capital structure remains stable with a low debt-to-equity ratio. The company has not made any recent significant capital expenditures, with a capital expenditure of -128,850,000 JPY, indicating a net cash inflow from investing activities.

    Recent events and filings do not indicate any significant changes in the company's operations or financial strategy. The company's financial performance aligns with analyst estimates, with the last actual EPS of 76.42 JPY compared to a mean EPS estimate of 79.50 JPY. The company's financial health and market position suggest a stable and growing business.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 4.34 and a significant cash balance.
    • The company's profitability is robust, with a return on equity of 17.54% and a return on assets of 14.34%.
    • The company's capital structure is conservative, with a low debt-to-equity ratio of 0.03.
    • Analyst estimates suggest a potential revenue growth of approximately 29.07% for the upcoming period.
    • The company's risk profile is low, with no immediate liquidity or dilution flags detected.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 328,00
    Market cap
    ¥13.38B
    Enterprise valueⓘ
    ¥9.62B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    8.0x
    P / Bⓘ
    2.4x
    P / Tangible bookⓘ
    2.4x
    Tangible book
    ¥5.66B
    Net cashⓘ
    ¥3.76B
    Current ratioⓘ
    4.3
    Debt / equityⓘ
    0.0
    ROAⓘ
    14.3%
    ROEⓘ
    17.5%
    Cash conversionⓘ
    122.0%
    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
    79,50
    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
    EPS—no estimate—no estimate79,50
    Revenue—no estimate—no estimate6,3B JPY
    Operating income—no estimate—no estimate—no 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
    −3,9 %
    reported vs consensus · miss
    Revenue surprise
    −22,6 %
    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 Margin27,9 %Best in class
    Net Margin20,2 %Best in class
    ROE17,5 %Above P75
    Capex / Rev-2,6 %Below median
    D/E0,03Above median
    Cash Conv1,22Above 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
    • 4800.T Market data — financials · 2026-05-26
    • Oricon 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
    4800.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