Members Co., Ltd. (JP:2130)
:2130
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Members Co., Ltd.
(2130)
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Rating:69Neutral
Price Target:
¥1,198.00
▲(0.34% Upside)
Action:Reiterated
Date:05/15/26
The score is primarily supported by solid financial fundamentals (low leverage, consistent cash generation, and strong revenue growth), tempered by historically volatile profitability despite the FY2026 rebound. Valuation is supportive (modest P/E and ~3% yield), while technicals are mixed with improving momentum but still below key long-term moving averages.
Positive Factors
Conservative balance sheet
A consistently low debt-to-equity ratio and modest total debt provide lasting financial flexibility. This reduces bankruptcy and refinancing risk, supports counter-cyclical investment in digital capabilities, and preserves capacity for strategic M&A or client-facing spending during downturns.
Negative Factors
Profitability volatility
Sharp swings in margins reduce earnings predictability and undermine confidence in sustainable profitability. For a services firm, margin compression may reflect pricing pressure or cost structure inflexibility, risking slower reinvestment and weaker returns if adverse trends reappear.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
A consistently low debt-to-equity ratio and modest total debt provide lasting financial flexibility. This reduces bankruptcy and refinancing risk, supports counter-cyclical investment in digital capabilities, and preserves capacity for strategic M&A or client-facing spending during downturns.
Read all positive factors
Members Co., Ltd. (2130) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥14.52B
Dividend Yield2.51%
Average Volume (3M)60.49K
Price to Earnings (P/E)11.6
Beta (1Y)0.73
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
Members Co., Ltd. provides digital marketing services in Japan. The company offers website operation management, web integration, social media marketing, promotional support, and web strategy/UX design services. Members Co., Ltd. was incorporated ...
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
Negative
1194.00
Price Trends
1090.75
Positive
1161.89
Negative
1168.83
Negative
Market Momentum
0.88
Positive
47.81
Neutral
27.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2130, the sentiment is Negative. The current price of 1194 is above the 20-day moving average (MA) of 1121.10, above the 50-day MA of 1090.75, and above the 200-day MA of 1168.83, indicating a neutral trend. The MACD of 0.88 indicates Positive momentum. The RSI at 47.81 is Neutral, neither overbought nor oversold. The STOCH value of 27.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥11.80B | 8.82 | ― | 1.27% | 10.46% | 53.77% | |
74 Outperform | ¥19.67B | 17.05 | ― | 9.87% | 9.99% | 34.81% | |
69 Neutral | ¥14.52B | 11.58 | ― | 2.51% | 9.38% | 246.38% | |
66 Neutral | ¥8.53B | 20.33 | ― | 2.61% | 11.29% | ― | |
66 Neutral | ¥17.12B | 6.65 | ― | 2.01% | 4.60% | 6.55% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
54 Neutral | ¥15.58B | -13.12 | ― | 7.85% | -38.96% | -127.02% |
* Communication Services Sector Average
JP:2130
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Members Co., Ltd. Corporate Events
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...
Members Co. Reshapes Leadership With Shift to Single Representative Director
Feb 26, 2026
Members Co., Ltd. will change its leadership structure on April 1, 2026, as Chairman and Representative Director Tadashi Kenmochi becomes a non-executive director, while the company shifts from a dual- to a single-representative director system un...
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.