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2148.T — Tokyo Stock Exchange Online Services

ITmedia Inc

¥1 165,00
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Mcap
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P/E
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EV / Rev
—
Div yield
6,39 %
Op margin
21,2 %
ROE
13,8 %
Net margin
14,3 %
Debt / equity
0,02
Beta
—
52w range
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Volume
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Day range
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Prev close
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Open
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Next earnings
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Ex-dividend
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TR 1Y
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About

ITmedia Inc provides online services, primarily focused on digital media and IT-related content, generating revenue through advertising, subscriptions, and digital services.

Business. ITmedia Inc (2148.T) is a Japanese online services company operating within the Software & IT Services sector. The firm primarily generates revenue through advertising, with key performance indicators including monthly active users and average revenue per user. Specific details regarding operating segments and geographic revenue mix are not disclosed in the available data. The company is listed on the Tokyo Stock Exchange under the ticker symbol 2148.T.

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→
54
composite score
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership
—
not yet wired
Profitability→
13,8 %
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 2148.

    • 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 2148.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 score54 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    ITmedia Inc (2148.T) is a Japanese online services company operating within the Software & IT Services sector. The firm primarily generates revenue through advertising, with key performance indicators including monthly active users and average revenue per user. Specific details regarding operating segments and geographic revenue mix are not disclosed in the available data. The company is listed on the Tokyo Stock Exchange under the ticker symbol 2148.T.

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

    ITmedia Inc maintains a strong liquidity position, with a current ratio of 4.7 and cash and equivalents amounting to ¥5.94 billion, significantly exceeding its total liabilities of ¥1.88 billion. The company's debt-to-equity ratio is 0.02, indicating a conservative capital structure with minimal reliance on long-term debt. Despite a negative free cash flow of ¥741 million, the company's operating cash flow of ¥1.37 billion supports ongoing operations and provides a buffer for future investments.

    In terms of profitability, ITmedia Inc reports a return on equity (ROE) of 13.75% and a return on assets (ROA) of 11.3%, both of which exceed the typical thresholds for the Online Services industry. The company's operating margin of 21.2% (calculated from operating income of ¥1.77 billion on revenue of ¥8.31 billion) is robust, reflecting efficient cost management and strong pricing power.

    Geographically, ITmedia Inc is heavily concentrated in Japan, with the majority of its revenue derived from domestic operations. The company does not disclose significant international revenue, which may limit its exposure to global market opportunities but also reduces currency and geopolitical risks.

    Looking ahead, ITmedia Inc is projected to grow revenue from ¥8.31 billion to ¥9.20 billion, a 10.7% increase, according to analyst estimates. The company's net income is expected to rise from ¥1.19 billion to ¥1.34 billion, a 12.6% increase, driven by continued demand for its digital content and services. The company's capital expenditure of ¥239.6 million is modest, suggesting a focus on maintaining existing operations rather than aggressive expansion.

    The company's risk profile is low, with no immediate liquidity or dilution flags detected. The low dilution risk is supported by the absence of recent share issuance or shelf registration activity, and the diluted shares outstanding remain unchanged at 19.48 million. The company's conservative debt levels and strong cash reserves further mitigate financial risk.

    Recent events include the publication of the latest financial results, which show a slight miss on revenue estimates but a strong performance in net income. The company's management has emphasized continued investment in digital content and platform improvements to drive long-term growth.

    Key takeaways
    • ITmedia Inc maintains a strong liquidity position with a current ratio of 4.7 and significant cash reserves.
    • The company's profitability metrics, including ROE of 13.75% and ROA of 11.3%, are robust and exceed industry norms.
    • Revenue is heavily concentrated in Japan, with limited international exposure.
    • Analysts project a 10.7% revenue growth to ¥9.20 billion and a 12.6% increase in net income to ¥1.34 billion.
    • The company's risk profile is low, with no immediate liquidity or dilution concerns.
    • Management is focused on digital content and platform improvements to drive long-term growth.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 165,00
    Market cap
    —
    Enterprise valueⓘ
    —
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    —
    P / Bⓘ
    —
    P / Tangible bookⓘ
    —
    Tangible book
    ¥8.66B
    Net cashⓘ
    ¥5.75B
    Current ratioⓘ
    4.7
    Debt / equityⓘ
    0.0
    ROAⓘ
    11.3%
    ROEⓘ
    13.8%
    Cash conversionⓘ
    115.0%
    CapEx / revenueⓘ
    -2.9%
    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
    74,60
    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 2026-05-19 · 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 estimate74,60
    Revenue—no estimate—no estimate9,2B 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
    −17,8 %
    reported vs consensus · miss
    Revenue surprise
    −9,7 %
    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 Margin21,2 %Above P75
    Net Margin14,3 %Above P75
    ROE13,8 %Above P75
    Capex / Rev-2,9 %Below median
    D/E0,02Above median
    Cash Conv1,15Above 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
    • ITmedia Inc Market data — financials · 2026-05-26
    • ITmedia 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
    2148.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
    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