Members Co., Ltd. (JP:2130)
:2130
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Members Co., Ltd.
(2130)
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Rating:69Neutral
Price Target:
¥1,163.00
▼(-2.60% Downside)
Action:ReiteratedDate:02/06/26
The score is driven primarily by strong financial quality (low leverage, improving returns, and high free-cash-flow conversion), supported by reasonable valuation and a moderate dividend yield. This is partly offset by weak near-term technicals, with the stock trading below key moving averages despite oversold readings.
Positive Factors
Free cash flow generation
Consistently strong FCF and near-one-to-one conversion with net income indicate durable cash generation. This supports reinvestment in services, funds working-capital needs, and shareholder returns without needing higher leverage, enhancing financial resilience over 2–6 months.
Negative Factors
Margins below prior peaks
Margins have rebounded but remain well under prior peak levels, suggesting the company has not fully restored pricing power or scale efficiencies. Persistent margin gap could limit free cash flow expansion and returns unless structural improvement continues.
Read all positive and negative factors
Positive Factors
Negative Factors
Free cash flow generation
Consistently strong FCF and near-one-to-one conversion with net income indicate durable cash generation. This supports reinvestment in services, funds working-capital needs, and shareholder returns without needing higher leverage, enhancing financial resilience over 2–6 months.
Read all positive factors
Members Co., Ltd. (2130) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥14.32B
Dividend Yield2.51%
Average Volume (3M)60.49K
Price to Earnings (P/E)12.1
Beta (1Y)0.75
Revenue Growth10.17%
EPS Growth327.27%
CountryJP
Employees2,806
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)26.43
Shares Outstanding13,423,300
10 Day Avg. Volume81,750
30 Day Avg. Volume60,493
Financial Highlights & Ratios
PEG Ratio0.23
Price to Book (P/B)2.48
Price to Sales (P/S)0.64
P/FCF Ratio12.51
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)80.6
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 primarily makes money by providing digital support services to corporate clients, with revenue generated from fees paid for the provision of specialized talent and operational support (e.g., staffed teams or assigned specialists) and from ...
Members Co., Ltd. Financial Statement Overview
Summary
Income Statement
63
Positive
Balance Sheet
78
Positive
Cash Flow
82
Very Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 23.96B | 22.33B | 20.47B | 17.66B | 14.94B | 12.09B |
| Gross Profit | 5.99B | 4.67B | 4.29B | 5.20B | 4.76B | 3.86B |
| EBITDA | 2.06B | 1.10B | 566.58M | 1.93B | 2.24B | 1.61B |
| Net Income | 978.37M | 349.82M | 126.52M | 1.01B | 1.40B | 896.36M |
Balance Sheet | ||||||
| Total Assets | 11.61B | 11.87B | 11.68B | 11.37B | 10.44B | 8.68B |
| Cash, Cash Equivalents and Short-Term Investments | 3.52B | 4.01B | 3.78B | 4.48B | 5.23B | 4.14B |
| Total Debt | 605.32M | 939.75M | 715.83M | 662.78M | 598.25M | 392.10M |
| Total Liabilities | 5.70B | 6.07B | 5.75B | 5.01B | 4.54B | 4.06B |
| Stockholders Equity | 5.91B | 5.81B | 5.93B | 6.37B | 5.90B | 4.61B |
Cash Flow | ||||||
| Free Cash Flow | 1.33B | 1.15B | 561.30M | 1.26B | 1.64B | 1.78B |
| Operating Cash Flow | 1.36B | 1.21B | 584.97M | 1.40B | 1.65B | 1.83B |
| Investing Cash Flow | -46.86M | -49.66M | -100.03M | -1.17B | -98.81M | -57.80M |
| Financing Cash Flow | -970.19M | -923.62M | -1.19B | -980.29M | -468.95M | -751.67M |
Members Co., Ltd. Technical Analysis
Neutral
1194.00
Price Trends
1152.65
Negative
1163.25
Negative
1182.32
Negative
Market Momentum
-17.89
Negative
47.23
Neutral
39.77
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 1062.20, above the 50-day MA of 1152.65, and above the 200-day MA of 1182.32, indicating a neutral trend. The MACD of -17.89 indicates Negative momentum. The RSI at 47.23 is Neutral, neither overbought nor oversold. The STOCH value of 39.77 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 |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥12.51B | 11.62 | ― | 1.27% | 7.24% | 215.65% | |
71 Outperform | ¥19.79B | 16.52 | ― | 9.87% | 11.51% | -29.82% | |
69 Neutral | ¥14.32B | 12.09 | ― | 2.51% | 10.17% | 327.27% | |
66 Neutral | ¥8.38B | 12.89 | ― | 2.61% | 11.84% | 246.10% | |
66 Neutral | ¥19.48B | 8.10 | ― | 2.01% | 15.43% | 12.47% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
57 Neutral | ¥14.96B | 29.59 | ― | 7.85% | -3.20% | 34.08% |
* Communication Services Sector Average
JP:2130
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Members Co., Ltd. Corporate Events
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...
Members Co., Ltd. Ties FY2026 3Q Results to Sustainability-Focused Membership Vision
Feb 10, 2026
Members Co., Ltd. outlined its mission and long-term vision alongside its FY2026 third-quarter financial results, emphasizing the concept of “membership” as a core approach to marketing and corporate activity. The company positions int...
Members Co., Ltd. Swings Back to Profit and Affirms Strong FY2026 Outlook
Feb 10, 2026
Members Co., Ltd. reported non-consolidated revenue of ¥17.65 billion for the nine months ended December 31, 2025, up 10.1% year on year, with operating profit recovering to ¥752 million from a loss a year earlier. Quarterly profit reach...
Members Co. rebounds to profit and sticks with FY2026 guidance
Feb 4, 2026
Members Co., Ltd. reported non-consolidated nine-month revenue of ¥17.65 billion and a return to profitability with ¥533 million in net income, rebounding from a prior-year loss and lifting the equity ratio to 50.9%. The comp...
Members Co., Ltd. Updates Internal Control Policy for Consolidated Group Governance
Jan 22, 2026
Members Co., Ltd. has resolved at its board meeting to partially revise its Basic Policy on Establishing Internal Control Systems, mainly to update the framework governing proper operations across its corporate group in line with a transition to c...
Members Co., Ltd. Revises Corporate Governance Policy to Reflect Consolidated Accounting Focus
Jan 22, 2026
Members Co., Ltd. has approved a partial revision of its Basic Policy on Corporate Governance, mainly to align its governance framework and disclosure standards with a transition to consolidated accounting. Key changes include incorporating “...
Members Co. to Adopt Consolidated IFRS Reporting After ajike Acquisition, Issues Strong FY2026 Forecast
Jan 22, 2026
Members Co., Ltd. announced it will shift to consolidated accounting under International Financial Reporting Standards (IFRS) from the fiscal year ending March 31, 2026, following the January 1, 2026 acquisition of ajike Co., Ltd. as a subsidiary....
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.