MarketEnterprise Co.Ltd (3135) AI Stock Analysis

• Market Cap: ¥7.47B
• Dividend Yield: N/A
• Average Volume (3M): 25.36K
• Price to Earnings (P/E): 17.5
• Beta (1Y): 0.95
• Revenue Growth: 25.60%
• EPS Growth: N/A
• Country: JP
• Employees: 433
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): -20.06
• Shares Outstanding: 5,354,900
• 10 Day Avg. Volume: 28,330
• 30 Day Avg. Volume: 25,356
• PEG Ratio: -0.08
• Price to Book (P/B): 5.91
• Price to Sales (P/S): 0.32
• P/FCF Ratio: 19.28
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 61 Neutral
• Price Target: ¥1,473.00 ▼(-3.73% Downside)

MarketEnterprise Co.Ltd's overall stock score is driven by its strong financial performance, particularly in revenue growth and cash flow management. However, the technical analysis indicates bearish trends, and the valuation suggests moderate attractiveness. The absence of earnings call insights and corporate events limits additional context.

Positive Factors

Revenue Growth

Sustained double-digit revenue growth demonstrates durable customer demand and successful market penetration, supporting scalable operations. Over the next 2-6 months this trend underpins topline resilience, enabling reinvestment in distribution and product assortment to reinforce competitive position.

Cash Generation

Recovery to positive operating cash flow and rising free cash flow indicate robust internal cash generation. This durable improvement enhances capacity to fund growth, service debt, and allocate capital to high-return projects without reliance on external financing, strengthening financial flexibility.

Margin and Operational Efficiency

Stable gross margins combined with improving EBIT/EBITDA margins reflect persistent cost control and operational leverage. These fundamentals point to sustainable profitability improvements that can support long-term cash generation and competitive pricing flexibility in specialty retail.

Negative Factors

Rising Leverage

Higher debt-to-equity raises financial risk and reduces balance sheet optionality. In a multi-quarter horizon elevated leverage can constrain investment choices, increase interest expense sensitivity, and amplify downside risk if revenue or margins weaken, pressuring liquidity and ratings.

Volatile Net Profitability

Fluctuating net margins signal earnings volatility despite revenue growth. This undermines predictability of free cash flow and makes long-term planning harder for capital allocation, potentially forcing conservative investment or higher capital buffers to absorb recurring profit swings.

Limited Investor Communication

Sparse earnings-call detail and few corporate events reduce transparency on strategy and execution. Over coming quarters this limits investor visibility into management priorities, guidance quality, and governance, making it harder to assess management effectiveness and long-term strategic commitments.

MarketEnterprise Co.Ltd Business Overview & Revenue Model

Company Description

MarketEnterprise Co.,Ltd operates an online shop for reusable goods in Japan. It operates approximately 40 sites on Web and mobile platforms. The company also sells items on Yahoo! Auctions. In addition, it purchases and sells used agricultural equipment. MarketEnterprise Co.,Ltd was founded in 2004 and is headquartered in Tokyo, Japan.

How the Company Makes Money

MarketEnterprise generates revenue primarily through its suite of digital marketing services and solutions. The company earns money by charging clients for service contracts that include campaign management, data analytics, and customer relationship management software subscriptions. Additionally, MarketEnterprise may implement performance-based pricing models, allowing it to earn bonuses based on the success of marketing campaigns. Key revenue streams also include consulting services, where the company provides expertise to help businesses refine their marketing strategies. Strategic partnerships with technology providers and other firms in the marketing ecosystem further enhance its offerings, enabling MarketEnterprise to tap into new markets and increase its customer base, ultimately contributing to its earnings.

MarketEnterprise Co.Ltd Financial Statement Overview

Summary

MarketEnterprise Co.Ltd demonstrates strong financial performance with consistent revenue growth and improved profitability. The balance sheet shows increased leverage, which requires careful monitoring, but the company has managed to enhance its return on equity. Cash flow improvements highlight effective cash management, positioning the company well for future growth.

Income Statement

MarketEnterprise Co.Ltd has shown consistent revenue growth over the years, with a notable increase of 5.36% in the latest period. The gross profit margin has remained stable, indicating efficient cost management. However, the net profit margin has fluctuated, with recent improvements turning positive, reflecting better profitability. The EBIT and EBITDA margins have also improved, suggesting enhanced operational efficiency.

Balance Sheet

The company's debt-to-equity ratio has increased, indicating higher leverage, which could pose a risk if not managed carefully. However, the return on equity has improved significantly, showcasing better utilization of shareholder funds. The equity ratio remains stable, reflecting a balanced capital structure.

Cash Flow

The cash flow statements reveal a strong recovery in operating cash flow, turning positive after previous negative figures. The free cash flow has also shown significant growth, indicating improved cash generation capabilities. The ratios of operating and free cash flow to net income suggest efficient cash management.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	24.77B	24.77B	19.01B	15.26B	11.99B	10.88B
Gross Profit	8.52B	8.50B	6.94B	5.82B	4.27B	3.88B
EBITDA	803.14M	802.66M	-20.97M	772.15M	-203.70M	164.17M
Net Income	484.07M	484.71M	-476.30M	290.40M	-404.19M	-40.12M
Balance Sheet
Total Assets	6.24B	6.24B	5.35B	4.85B	3.53B	3.46B
Cash, Cash Equivalents and Short-Term Investments	1.71B	1.71B	1.49B	1.64B	941.70M	1.47B
Total Debt	2.17B	2.17B	2.32B	1.75B	1.22B	1.08B
Total Liabilities	4.32B	4.32B	4.04B	3.15B	2.24B	1.81B
Stockholders Equity	1.36B	1.36B	880.52M	1.35B	1.05B	1.44B
Cash Flow
Free Cash Flow	0.00	417.43M	-471.54M	158.61M	-483.42M	574.29M
Operating Cash Flow	0.00	482.47M	-424.12M	192.95M	-394.60M	595.39M
Investing Cash Flow	0.00	-51.20M	-230.22M	87.18M	-274.80M	-76.56M
Financing Cash Flow	0.00	-196.57M	495.63M	421.51M	129.87M	-306.16M

MarketEnterprise Co.Ltd Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 1530.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3135, the sentiment is Negative. The current price of 1530 is above the 20-day moving average (MA) of 1436.95, below the 50-day MA of 1540.20, and below the 200-day MA of 1628.99, indicating a bearish trend. The MACD of -42.93 indicates Negative momentum. The RSI at 30.33 is Neutral, neither overbought nor oversold. The STOCH value of 15.60 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3135.

MarketEnterprise Co.Ltd Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2674	74 Outperform	¥28.20B	12.73	―	3.77%	7.88%	-5.92%
3093	65 Neutral	¥40.76B	13.30	―	2.19%	17.90%	14.14%
9272	64 Neutral	¥14.22B	102.96	―	―	13.72%	-82.05%
2751	64 Neutral	¥44.76B	24.63	―	0.26%	15.30%	-15.97%
3542	63 Neutral	¥15.37B	19.55	―	0.71%	11.91%	24.06%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
3135	61 Neutral	¥7.47B	17.51	―	―	25.60%	―

MarketEnterprise Co.Ltd Corporate Events

MarketEnterprise Reports Slower but Continued Sales Growth in December 2025

MarketEnterprise Co., Ltd. reported that its provisional sales for December 2025 rose 3.9% year on year, extending a run of monthly growth, though at a slower pace than the double-digit increases recorded from July to November. The moderation from earlier months’ strong expansion suggests sales momentum is normalizing as the company enters the remainder of its fiscal year ending June 2026, with investors likely to watch subsequent monthly disclosures to gauge whether this deceleration continues or stabilizes.

The most recent analyst rating on (JP:3135) stock is a Hold with a Yen1708.00 price target. To see the full list of analyst forecasts on MarketEnterprise Co.Ltd stock, see the JP:3135 Stock Forecast page.

MarketEnterprise to Shift TSE Listing from Prime to Standard as It Focuses on Second-Hand Market Growth

MarketEnterprise Co., Ltd. has applied to transfer its stock listing from the Tokyo Stock Exchange Prime Market to the Standard Market after concluding it could not meet, and was unlikely to meet by June 2026, the Prime Market’s tradable share market capitalization requirement despite previously announced remedial measures. The company emphasized that the market change will not alter its management approach focused on cost of capital, stock price, and robust disclosure and investor relations, and it plans to continue pursuing steady business growth and medium- to long-term enhancement of corporate value within Japan’s structurally growing second-hand goods market.

The most recent analyst rating on (JP:3135) stock is a Hold with a Yen1741.00 price target. To see the full list of analyst forecasts on MarketEnterprise Co.Ltd stock, see the JP:3135 Stock Forecast page.

MarketEnterprise Updates Shareholder Benefit Program

MarketEnterprise Co., Ltd. has announced a change in its shareholder benefit program, effective December 2025, by removing ‘JAL Mileage Bank’ from its list of digital gift redemption items. This adjustment reflects the company’s ongoing efforts to refine its offerings and could impact shareholder satisfaction and engagement.

The most recent analyst rating on (JP:3135) stock is a Hold with a Yen1741.00 price target. To see the full list of analyst forecasts on MarketEnterprise Co.Ltd stock, see the JP:3135 Stock Forecast page.

Market Enterprise Co., Ltd. Reports Increased Sales but Faces Operating Loss

Market Enterprise Co., Ltd. reported a 15.3% year-over-year increase in net sales for the three months ended September 30, 2025, reaching ¥6,334 million. However, the company faced challenges with a reduced gross margin due to low starting inventory of high-margin products, leading to an operating loss of ¥80 million and an ordinary loss of ¥85 million.

The most recent analyst rating on (JP:3135) stock is a Hold with a Yen1912.00 price target. To see the full list of analyst forecasts on MarketEnterprise Co.Ltd stock, see the JP:3135 Stock Forecast page.

MarketEnterprise Co., Ltd. Reports Q3 2025 Financial Results and Optimistic Forecast

MarketEnterprise Co., Ltd. reported its consolidated financial results for the three months ended September 30, 2025, showing a significant increase in net sales by 15.3% year-on-year to ¥6,334 million. However, the company faced operating and ordinary losses, with a notable decrease in profit attributable to owners of the parent, reflecting challenges in maintaining profitability. Despite these setbacks, the company forecasts a strong recovery for the fiscal year ending June 30, 2026, with anticipated increases in net sales and profits, indicating a strategic focus on long-term growth.

The most recent analyst rating on (JP:3135) stock is a Hold with a Yen1912.00 price target. To see the full list of analyst forecasts on MarketEnterprise Co.Ltd stock, see the JP:3135 Stock Forecast page.