Link-U Group Inc. (4446) AI Stock Analysis

• Market Cap: ¥11.48B
• Dividend Yield: N/A
• Average Volume (3M): 1.72M
• Price to Earnings (P/E): 96.7
• Beta (1Y): 1.08
• Revenue Growth: 14.10%
• EPS Growth: -53.62%
• Country: JP
• Employees: 192
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): 3.02
• Shares Outstanding: 14,174,100
• 10 Day Avg. Volume: 2,538,080
• 30 Day Avg. Volume: 1,722,653
• PEG Ratio: -5.44
• Price to Book (P/B): 1.85
• Price to Sales (P/S): 0.99
• P/FCF Ratio: 31.89
• 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: 51 Neutral
• Price Target: ¥814.00 ▼(-16.17% Downside)
• Action: Reiterated Date: 03/24/26
• Date: Action: Reiterated 03/24/26

The score is held back most by weak technical momentum (price below key moving averages with negative MACD) and an expensive P/E multiple. Financials provide partial support due to continued profitability and positive free cash flow, but the latest-year revenue/margin deterioration and higher leverage keep the overall score in the low-to-mid range.

Positive Factors

Rapid overseas manga growth and global push

Sustained >160% YoY growth in overseas manga services and record quarterly revenue show a durable expansion into larger international markets. This structural shift enlarges the addressable market, diversifies revenue away from domestic cyclicality, and supports long-term scale and margin improvement as management prioritizes global investment.

Negative Factors

Sharp recent revenue and profit deterioration

A material interim decline in revenue and an 81% drop in operating profit reveal structural vulnerability in core demand and client exposure. Such pronounced earnings deterioration weakens internal funding capacity, stresses operating leverage, and can prolong recovery timelines, limiting ability to scale international initiatives without further investment or cost cuts.

Link-U Group Inc. Business Overview & Revenue Model

Company Description

Link-U Inc. engages in the server platform business in the fields of e-book and video distribution in Japan. It also provides application planning, development, and operation services. The company was incorporated in 2013 and is headquartered in T...

Read more

Link-U Inc. engages in the server platform business in the fields of e-book and video distribution in Japan. It also provides application planning, development, and operation services. The company was incorporated in 2013 and is headquartered in T...

Link-U Group Inc. Financial Statement Overview

Breakdown	Jul 2025	Jul 2024	Jul 2023	Jul 2022	Jul 2021
Income Statement
Total Revenue	4.84B	3.67B	3.13B	2.28B	1.63B
Gross Profit	2.31B	2.11B	1.69B	1.33B	1.06B
EBITDA	505.14M	615.81M	546.39M	212.37M	304.03M
Net Income	147.99M	157.36M	204.26M	33.85M	157.21M
Balance Sheet
Total Assets	5.89B	5.17B	4.10B	2.86B	2.62B
Cash, Cash Equivalents and Short-Term Investments	1.65B	1.91B	1.76B	923.96M	1.04B
Total Debt	1.98B	894.77M	684.70M	0.00	0.00
Total Liabilities	3.26B	2.29B	1.79B	729.84M	438.22M
Stockholders Equity	2.59B	2.59B	2.27B	2.06B	2.11B
Cash Flow
Free Cash Flow	150.20M	213.67M	383.42M	43.77M	85.96M
Operating Cash Flow	222.56M	264.32M	401.47M	74.06M	255.67M
Investing Cash Flow	-112.81M	-30.46M	-193.35M	-104.56M	-639.45M
Financing Cash Flow	-362.03M	-86.44M	557.80M	-139.66M	-8.34M

Link-U Group Inc. Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 971.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4446, the sentiment is Negative. The current price of 971 is below the 20-day moving average (MA) of 1056.50, below the 50-day MA of 1132.50, and above the 200-day MA of 791.93, indicating a neutral trend. The MACD of -74.18 indicates Positive momentum. The RSI at 32.38 is Neutral, neither overbought nor oversold. The STOCH value of 2.22 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4446.

Link-U Group Inc. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3921	76 Outperform	¥23.34B	13.78	―	2.53%	16.13%	62.27%
3835	75 Outperform	¥18.38B	30.80	―	3.14%	0.50%	-2.92%
4058	69 Neutral	¥18.55B	27.69	―	0.52%	50.92%	46.61%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
4397	60 Neutral	¥6.64B	27.15	―	―	11.32%	―
4448	58 Neutral	¥11.16B	23.59	―	―	14.63%	-760.87%
4446	51 Neutral	¥11.48B	96.68	―	―	14.10%	-53.62%

Link-U Group Inc. Corporate Events