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Link-U Group Inc.
(4446)
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Rating:61Neutral
Price Target:
¥902.00
▲(12.19% Upside)
Action:Reiterated
Date:07/10/26
The score is driven primarily by mixed financial performance—recent revenue and margin deterioration and higher leverage offset ongoing profitability and positive free cash flow. Technical indicators are moderately positive and support the score, but a high P/E valuation meaningfully constrains the overall rating.
Positive Factors
Free Cash Flow
Link-U has generated positive operating and free cash flow in recent years, and free cash flow covered a meaningful portion of net income in 2025. Durable cash generation supports reinvestment, debt service and strategic optionality even if cash conversion is somewhat volatile.
Negative Factors
Recent Revenue Decline
A material revenue decline in 2025 reverses prior growth trends and reduces scale benefits. If persistent, this erosion can weaken pricing power, raise per-unit costs and limit reinvestment capacity, creating lasting pressure on growth and competitive position.
Read all positive and negative factors
Positive Factors
Negative Factors
Free Cash Flow
Link-U has generated positive operating and free cash flow in recent years, and free cash flow covered a meaningful portion of net income in 2025. Durable cash generation supports reinvestment, debt service and strategic optionality even if cash conversion is somewhat volatile.
Read all positive factors
Link-U Group Inc. (4446) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥11.67B
Dividend YieldN/A
Average Volume (3M)1.72M
Price to Earnings (P/E)51.6
Beta (1Y)1.38
Revenue Growth-4.18%
EPS Growth127.39%
CountryJP
Employees193
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)15.96
Shares Outstanding14,174,100
10 Day Avg. Volume2,538,080
30 Day Avg. Volume1,722,653
Financial Highlights & Ratios
PEG Ratio-5.44
Price to Book (P/B)1.85
Price to Sales (P/S)0.99
P/FCF Ratio31.89
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)N/A
Revenue Forecast (FY)N/A
Link-U Group Inc. Business Overview & Revenue Model
Company Description
Link-U Group Inc. engages in the internet service business in Japan. The company develops and operates manga apps. It is also involved in the provision of marketing services; planning, management, and consulting for promotions using Vtubers and st...
Link-U Group Inc. Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
63
Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Jul 2025 | Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.70B | 4.84B | 3.67B | 3.13B | 2.28B | 1.63B |
| Gross Profit | 2.31B | 2.31B | 2.11B | 1.69B | 1.33B | 1.06B |
| EBITDA | 530.50M | 505.14M | 615.81M | 546.39M | 212.37M | 304.03M |
| Net Income | 226.33M | 147.99M | 157.36M | 204.26M | 33.85M | 157.21M |
Balance Sheet | ||||||
| Total Assets | 5.49B | 5.89B | 5.17B | 4.10B | 2.86B | 2.62B |
| Cash, Cash Equivalents and Short-Term Investments | 1.16B | 1.65B | 1.91B | 1.76B | 923.96M | 1.04B |
| Total Debt | 1.65B | 1.98B | 894.77M | 684.70M | 0.00 | 0.00 |
| Total Liabilities | 2.73B | 3.26B | 2.29B | 1.79B | 729.84M | 438.22M |
| Stockholders Equity | 2.70B | 2.59B | 2.59B | 2.27B | 2.06B | 2.11B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 150.20M | 213.67M | 383.42M | 43.77M | 85.96M |
| Operating Cash Flow | 0.00 | 222.56M | 264.32M | 401.47M | 74.06M | 255.67M |
| Investing Cash Flow | 0.00 | -112.81M | -30.46M | -193.35M | -104.56M | -639.45M |
| Financing Cash Flow | 0.00 | -362.03M | -86.44M | 557.80M | -139.66M | -8.34M |
Link-U Group Inc. Technical Analysis
Neutral
804.00
Price Trends
753.60
Positive
751.13
Positive
922.34
Negative
Market Momentum
8.97
Positive
50.22
Neutral
52.73
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 804 is below the 20-day moving average (MA) of 808.45, above the 50-day MA of 753.60, and below the 200-day MA of 922.34, indicating a neutral trend. The MACD of 8.97 indicates Positive momentum. The RSI at 50.22 is Neutral, neither overbought nor oversold. The STOCH value of 52.73 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥25.92B | 20.32 | ― | 0.52% | 46.71% | 43.62% | |
79 Outperform | ¥22.97B | 12.43 | ― | 2.53% | 9.76% | 19.47% | |
71 Outperform | ¥19.58B | 18.91 | ― | 3.14% | -2.50% | -17.10% | |
68 Neutral | ¥6.46B | 14.42 | ― | ― | 23.42% | 457.78% | |
63 Neutral | ¥12.84B | 28.61 | ― | ― | 12.68% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
61 Neutral | ¥11.67B | 51.57 | ― | ― | -4.18% | 127.39% |
* Technology Sector Average
JP:4446
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Link-U Group Inc. Corporate Events
Link-U Founder Cuts Stake in Governance-Focused Share Sale
Jul 1, 2026
Link-U Group Inc. announced that its founder and major shareholder, Tsuyoshi Yamada, has sold 1,220,550 common shares, equivalent to 8.61% of the company’s issued shares, via an off-market negotiated transaction on June 30, 2026. Following t...
Link-U’s MANGA Plus Platform Selected for METI IP360 Support to Drive Global Manga Expansion
Jun 26, 2026
Link-U Group Inc. said its subsidiary Link-U Technologies is involved in operating Shueisha’s global manga service “MANGA Plus by SHUEISHA,” which distributes popular titles in nine languages and has surpassed 40 million download...
Link-U’s Manga UP! Wins METI Backing to Accelerate Global Manga Expansion
Jun 26, 2026
Link-U Group’s subsidiary Link-U Technologies has seen its jointly operated overseas manga app, Manga UP!, selected for the Ministry of Economy, Trade and Industry’s IP360 “Distribution Platform Expansion Support” program, ...
Link-U shifts from TSE Prime to Standard Market while reaffirming growth strategy
Jun 25, 2026
Link-U Group Inc. has received approval from the Tokyo Stock Exchange to transfer its listing from the Prime Market to the Standard Market, effective July 2, 2026. In conjunction with this change, the company has withdrawn its previously submitted...
Link-U to Divest Brightech Subsidiary in Portfolio Optimization Move
Jun 16, 2026
Link-U Group Inc. has decided to transfer all of its shares in consolidated subsidiary Brightech Inc. to Beyond X, Inc., a move that will also see Brightech’s wholly owned unit Value Consulting Co., Ltd. leave the consolidation scope. Bright...
Link-U Group Lifts Profit Despite Revenue Dip, Keeps Guidance on Track
Jun 12, 2026
Link-U Group reported nine-month revenue of ¥3.55 billion, down 3.6% year on year, with operating profit falling 13.4% to ¥241 million, but profit attributable to owners of the parent more than doubling to ¥139 million as margins im...
Link-U Applies to Shift TSE Listing from Prime to Standard Market
Jun 12, 2026
Link-U Group Inc. has applied to shift its listing from the Tokyo Stock Exchange’s Prime Market to the Standard Market after concluding it is unlikely to meet the Prime Market’s tradable market capitalization and other maintenance crit...
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.