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

• Market Cap: ¥14.90B
• Dividend Yield: N/A
• Average Volume (3M): 1.72M
• Price to Earnings (P/E): 100.7
• Beta (1Y): 0.66
• Revenue Growth: 32.04%
• EPS Growth: -35.59%
• Country: JP
• Employees: 192
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): 6.59
• Shares Outstanding: 14,172,900
• 10 Day Avg. Volume: 2,538,080
• 30 Day Avg. Volume: 1,722,653
• PEG Ratio: -0.95
• Price to Book (P/B): 1.85
• Price to Sales (P/S): 0.99
• P/FCF Ratio: 31.99
• 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: Hold
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 65 Neutral
• Price Target: ¥967.00 ▲(7.44% Upside)

Link-U Group Inc. shows strong revenue growth and positive technical trends, but faces challenges with high valuation and profitability margins. The increased leverage and volatile cash flow growth are risks that need addressing. The absence of earnings call data and corporate events limits further insights.

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 Tokyo, Japan.

How the Company Makes Money

Link-U Group Inc. generates revenue primarily through the sale of its connectivity products and services. Key revenue streams include subscription fees for internet services, one-time sales of networking hardware, and licensing fees for proprietary software solutions. The company also benefits from strategic partnerships with telecom providers and large enterprises, which allow it to expand its market reach and enhance its product offerings. Additionally, Link-U Group Inc. engages in consulting services, providing tailored solutions that drive further income through value-added services.

Link-U Group Inc. Financial Statement Overview

Summary

Link-U Group Inc. demonstrates strong revenue growth but faces challenges in maintaining profitability margins. The increased leverage on the balance sheet could pose risks if not managed carefully. Cash flow generation shows improvement, but volatility in free cash flow growth needs attention. Overall, the company is on a growth trajectory but must address profitability and leverage concerns to ensure long-term stability.

Income Statement

Link-U Group Inc. has shown strong revenue growth with an 18.79% increase in the latest year. However, profitability margins such as gross profit margin and net profit margin have declined compared to previous years, indicating potential cost pressures or pricing challenges. The EBIT and EBITDA margins have also decreased, suggesting reduced operational efficiency.

Balance Sheet

The company's debt-to-equity ratio has increased significantly, indicating higher leverage, which could pose risks if not managed properly. Return on equity has decreased, reflecting lower profitability on shareholders' investments. However, the equity ratio remains healthy, suggesting a stable financial structure.

Cash Flow

Operating cash flow has improved, but free cash flow growth is volatile, with a significant increase in the latest year. The free cash flow to net income ratio indicates a strong conversion of earnings to cash, but the operating cash flow to net income ratio is relatively low, suggesting potential challenges in cash generation from operations.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	4.84B	4.84B	3.66B	3.13B	2.28B	1.63B
Gross Profit	2.33B	2.33B	2.11B	1.74B	1.37B	1.10B
EBITDA	571.13M	571.23M	510.25M	441.98M	143.08M	301.14M
Net Income	154.97M	154.97M	229.75M	204.26M	33.85M	157.21M
Balance Sheet
Total Assets	5.72B	5.72B	4.64B	4.10B	2.86B	2.62B
Cash, Cash Equivalents and Short-Term Investments	1.65B	1.65B	1.90B	1.76B	923.96M	1.04B
Total Debt	1.98B	1.98B	800.66M	684.70M	0.00	0.00
Total Liabilities	3.08B	3.08B	1.86B	1.79B	729.67M	438.22M
Stockholders Equity	2.60B	2.60B	2.49B	2.27B	2.06B	2.11B
Cash Flow
Free Cash Flow	0.00	150.20M	37.58M	363.99M	24.35M	83.21M
Operating Cash Flow	0.00	222.56M	115.31M	401.47M	74.06M	255.67M
Investing Cash Flow	0.00	-112.81M	-29.86M	-193.35M	-104.56M	-639.45M
Financing Cash Flow	0.00	-362.03M	56.13M	557.80M	-139.66M	-8.34M

Link-U Group Inc. Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 900.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4446, the sentiment is Neutral. The current price of 900 is below the 20-day moving average (MA) of 1096.90, above the 50-day MA of 734.30, and above the 200-day MA of 462.77, indicating a neutral trend. The MACD of 60.43 indicates Positive momentum. The RSI at 47.88 is Neutral, neither overbought nor oversold. The STOCH value of 22.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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
3841	77 Outperform	¥5.05B	22.39	―	2.95%	-1.09%	-14.08%
4491	69 Neutral	¥5.39B	13.38	―	1.89%	6.18%	29.79%
4446	65 Neutral	¥14.90B	100.66	―	―	32.04%	-35.59%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
4428	61 Neutral	¥5.58B	26.47	―	1.82%	12.78%	59.33%
7527	48 Neutral	¥5.94B	-3.82	―	―	-50.54%	-4045.93%
2321	47 Neutral	¥12.27B	-154.88	―	―	-1.68%	85.30%

Link-U Group Inc. Corporate Events

Link-U Group Inc. Enhances Governance with Strategic Transition

Link-U Group Inc. announced a strategic transition to a Company with an Audit and Supervisory Committee, aiming to enhance corporate governance and decision-making transparency. This move, pending shareholder approval, includes appointing new director candidates and amending the Articles of Incorporation, reflecting the company’s commitment to strengthening oversight and gaining investor trust.

The most recent analyst rating on (JP:4446) stock is a Hold with a Yen963.00 price target. To see the full list of analyst forecasts on Link-U Group Inc. stock, see the JP:4446 Stock Forecast page.

Link-U Group Inc. Corrects Financial Results for FY 2025

Link-U Group Inc. announced corrections to its previously published financial results for the fiscal year ended July 31, 2025, due to an accounting error related to the omission of cost of sales at a consolidated subsidiary. These corrections, which include revisions to numerical data, are significant for stakeholders as they reflect adjustments in the company’s financial disclosures, potentially impacting its financial transparency and stakeholder trust.

The most recent analyst rating on (JP:4446) stock is a Hold with a Yen440.00 price target. To see the full list of analyst forecasts on Link-U Group Inc. stock, see the JP:4446 Stock Forecast page.

Link-U Group Inc. Reports Strong Revenue Growth Amidst Decline in Comprehensive Income

Link-U Group Inc. reported its consolidated financial results for the fiscal year ending July 31, 2025, showing a revenue increase of 31.7% year-on-year. Despite the growth in revenue, the company experienced a decline in total comprehensive income by 24.8%. The company forecasts significant growth in the upcoming fiscal year, with expected revenue and profit increases, indicating a positive outlook for stakeholders.

The most recent analyst rating on (JP:4446) stock is a Hold with a Yen440.00 price target. To see the full list of analyst forecasts on Link-U Group Inc. stock, see the JP:4446 Stock Forecast page.