Members Co., Ltd. (JP:2130)
:2130
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Members Co., Ltd.
(2130)
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Rating:70Outperform
Price Target:
¥1,157.00
▼(-3.10% Downside)
Action:Upgraded
Date:06/04/26
The score is driven primarily by solid underlying financial health (low leverage and positive cash flow) and supportive valuation (low P/E with a meaningful dividend). These positives are partly offset by weak technical positioning, with the price below key moving averages and only neutral momentum indicators.
Positive Factors
Conservative balance sheet
Members runs a conservatively financed balance sheet with very low debt-to-equity and modest total debt, giving the company durable financial flexibility. This reduces refinancing and solvency risks, supports investment in client services, and cushions cyclical downturns over the next 2–6 months.
Negative Factors
Profitability volatility
Earnings and margin volatility highlights operational sensitivity to client mix and project economics. Sharp margin compression in FY2024–FY2025 implies limited pricing power or cost-leverage issues; sustainability of the FY2026 recovery is uncertain and a key medium-term risk to earnings stability.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Members runs a conservatively financed balance sheet with very low debt-to-equity and modest total debt, giving the company durable financial flexibility. This reduces refinancing and solvency risks, supports investment in client services, and cushions cyclical downturns over the next 2–6 months.
Read all positive factors
Members Co., Ltd. (2130) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥14.44B
Dividend Yield2.51%
Average Volume (3M)60.49K
Price to Earnings (P/E)11.0
Beta (1Y)0.74
Revenue Growth9.38%
EPS Growth246.38%
CountryJP
Employees2,806
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)94.90
Shares Outstanding13,423,300
10 Day Avg. Volume81,750
30 Day Avg. Volume60,493
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)2.02
Price to Sales (P/S)0.55
P/FCF Ratio8.66
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)80.5
Revenue Forecast (FY)¥26.40B
Members Co., Ltd. Business Overview & Revenue Model
Company Description
Based in Tokyo, Japan, Members Co., Ltd. is a company that has been delivering a wide array of digital marketing solutions across the country since its establishment in 1995. Its services encompass the full spectrum of web activities, including ma...
How the Company Makes Money
Members Co., Ltd. primarily generates revenue by providing digital marketing and digital product/service support to corporate clients on a fee-for-service basis. Key revenue streams typically include (1) contracted support for digital marketing op...
Members Co., Ltd. Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
82
Very Positive
Cash Flow
74
Positive
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 24.42B | 22.33B | 20.47B | 17.66B | 14.94B |
| Gross Profit | 6.45B | 4.67B | 4.29B | 5.20B | 4.76B |
| EBITDA | 2.21B | 1.10B | 566.58M | 1.93B | 2.24B |
| Net Income | 1.21B | 349.82M | 126.52M | 1.01B | 1.40B |
Balance Sheet | |||||
| Total Assets | 12.77B | 11.87B | 11.68B | 11.37B | 10.44B |
| Cash, Cash Equivalents and Short-Term Investments | 4.44B | 4.01B | 3.78B | 4.48B | 5.23B |
| Total Debt | 741.76M | 939.75M | 715.83M | 662.78M | 598.25M |
| Total Liabilities | 6.13B | 6.07B | 5.75B | 5.01B | 4.54B |
| Stockholders Equity | 6.64B | 5.81B | 5.93B | 6.37B | 5.90B |
Cash Flow | |||||
| Free Cash Flow | 1.55B | 1.15B | 561.30M | 1.26B | 1.64B |
| Operating Cash Flow | 1.58B | 1.21B | 584.97M | 1.40B | 1.65B |
| Investing Cash Flow | -180.87M | -49.66M | -100.03M | -1.17B | -98.81M |
| Financing Cash Flow | -976.53M | -923.62M | -1.19B | -980.29M | -468.95M |
Members Co., Ltd. Technical Analysis
Neutral
1194.00
Price Trends
1084.30
Negative
1118.47
Negative
1153.30
Negative
Market Momentum
-8.41
Negative
52.97
Neutral
77.08
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2130, the sentiment is Neutral. The current price of 1194 is above the 20-day moving average (MA) of 1054.15, above the 50-day MA of 1084.30, and above the 200-day MA of 1153.30, indicating a neutral trend. The MACD of -8.41 indicates Negative momentum. The RSI at 52.97 is Neutral, neither overbought nor oversold. The STOCH value of 77.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2130.
Members Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥11.40B | 8.60 | ― | 1.27% | 10.46% | 53.77% | |
74 Outperform | ¥19.52B | 16.34 | ― | 9.87% | 9.99% | 34.81% | |
70 Outperform | ¥14.44B | 11.00 | ― | 2.51% | 9.38% | 246.38% | |
66 Neutral | ¥8.68B | 20.84 | ― | 2.61% | 11.29% | ― | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
60 Neutral | ¥15.72B | 6.22 | ― | 2.01% | -2.12% | -14.54% | |
54 Neutral | ¥14.90B | -12.91 | ― | 7.85% | -38.96% | -127.02% |
* Communication Services Sector Average
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Members Co., Ltd. Corporate Events
Members Co. refines capital-efficient DX growth strategy and sets 2035 AI-driven vision
Jun 19, 2026
Members Co., Ltd. has reassessed its capital-cost-conscious management and stock price strategy after restructuring its business foundation under a medium-term growth plan launched in the fiscal year ended March 2025. The company has shifted towar...
Members Co., Ltd. to Grant Restricted Treasury Shares to Directors and Executives
Jun 19, 2026
Members Co., Ltd. has resolved to dispose of 20,722 shares of its treasury stock, valued at approximately 22.23 million yen, as restricted stock compensation for two directors and nine executive officers, at a disposal price of 1,073 yen per share...
Members Co., Ltd. Sets Director Nominees and Outlines Post-AGM Board Structure
May 20, 2026
Members Co., Ltd. announced that its Board of Directors has tentatively nominated candidates for director positions, following consultation with the Audit and Supervisory Committee and recommendations from its voluntary Nominating and Compensation...
Members Co. Reports Profit Surge and Projects Strong Growth Under New Consolidated Reporting
May 19, 2026
Members Co., Ltd. reported consolidated revenue of ¥24.4 billion for the fiscal year ended March 31, 2026, up 9.4% year on year, with operating profit surging to ¥1.6 billion and profit attributable to owners of the parent rising to ...
Members Co. Unveils 2035 FUTURE VISION and Shifts Focus to DX Field Support
May 14, 2026
Members Co., Ltd. has replaced its previous long-term strategy, VISION2030, with a new FUTURE VISION targeting 2035, reflecting rapid shifts in technology, demographics, and climate-related pressures. After profitability in its traditional web ope...
Members Co. Profit Soars as Shift to Consolidated Reporting Highlights Earnings Strength
May 14, 2026
Members Co., Ltd. reported consolidated revenue of ¥24.4 billion for the fiscal year ended March 31, 2026, up 9.4% year on year, reflecting continued expansion of its digital services. Operating profit surged 224.6% to ¥1.6 billion and p...
Members Adds Japanese GAAP and XBRL Data to Q3 FY2026 Results Without Changing Figures
Apr 28, 2026
Members Co., Ltd. announced it has supplemented its previously disclosed non-consolidated third-quarter financial results for the fiscal year ending March 31, 2026, prepared under IFRS. The company emphasized that the newly provided information do...
Members Adds Japanese GAAP and XBRL Data to Q1 FY2026 Results Without Changing Figures
Apr 28, 2026
Members Co., Ltd. has announced the partial addition of disclosure items to its previously released non-consolidated financial results for the first quarter of the fiscal year ending March 31, 2026, prepared under IFRS. The company clarified that ...
Members Adds Japanese GAAP and XBRL Data to Q3 FY2025 Results
Apr 28, 2026
Members Co., Ltd. announced that it has supplemented its previously released non-consolidated IFRS financial results for the third quarter of the fiscal year ending March 31, 2025 with additional disclosure items. The newly added materials compris...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.