CyberAgent Inc (JP:4751)
:4751
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CyberAgent
(4751)
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Rating:58Neutral
Price Target:
¥1,488.00
▲(6.55% Upside)
Action:ReiteratedDate:12/11/25
CyberAgent's stock score is primarily influenced by its solid financial performance, which is offset by weak technical indicators suggesting bearish momentum. The valuation is moderate, providing neither a strong buy nor sell signal. The absence of earnings call data and corporate events means these factors do not influence the score.
Positive Factors
Revenue growth and margin improvement
Consistent revenue growth alongside rising gross and operating margins signals the business is scaling its advertising, media, and games segments more efficiently. Sustained margin expansion supports durable cash generation, reinvestment in content and ad tech, and a stronger competitive position over the medium term.
Negative Factors
Low net profit margin
A 3.6% net profit margin limits retained earnings and operational buffer, constraining the firm's ability to self-fund growth or absorb shocks. Persistent low bottom-line profitability requires structural improvements in cost, pricing, or product mix to strengthen long-term financial resilience and shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth and margin improvement
Consistent revenue growth alongside rising gross and operating margins signals the business is scaling its advertising, media, and games segments more efficiently. Sustained margin expansion supports durable cash generation, reinvestment in content and ad tech, and a stronger competitive position over the medium term.
Read all positive factors
CyberAgent (4751) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥633.31B
Dividend Yield1.27%
Average Volume (3M)3.88M
Price to Earnings (P/E)13.6
Beta (1Y)0.70
Revenue Growth10.96%
EPS Growth81.97%
CountryJP
Employees7,720
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)62.52
Shares Outstanding507,098,570
10 Day Avg. Volume5,836,460
30 Day Avg. Volume3,877,900
Financial Highlights & Ratios
PEG Ratio0.29
Price to Book (P/B)4.90
Price to Sales (P/S)1.03
P/FCF Ratio13.34
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥1,848.33Price Target Upside32.35% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)78.02
Revenue Forecast (FY)¥931.35B
CyberAgent Business Overview & Revenue Model
Company Description
CyberAgent, Inc. engages in the media, internet advertising, game, and investment development businesses primarily in Japan. The company operates Abema, a hybrid service that offers linear (TV) and on-demand viewing; Ameba, a blog service; Tapple ...
How the Company Makes Money
CyberAgent primarily makes money through three main revenue streams: (1) Internet Advertising: revenue from selling digital advertising inventory and services to advertisers and agencies, including performance-based advertising, ad network and pla...
CyberAgent Earnings Call Summary
Earnings Call Date:Oct 30, 2024
(Q4-2024)
| % Change Since: |
Next Earnings Date:May 13, 2026
Earnings Call Sentiment Positive
The earnings call reflects a positive overall performance with significant growth in the media and game businesses, stable growth in advertising, and expansion in workforce. However, one-time losses in the media business and flat operating profit projections for the next fiscal year present some challenges.Positive Updates
Strong Performance in Media Business
ABEMA sales have grown significantly, with shrinking losses leading to an increase in sales and profits. The business is expected to book operating profits from FY 2025 onwards.
Negative Updates
One-time Losses in Media Business
The media business experienced one-time losses this quarter, impacting short-term financial results.
Read all updates
Q4-2024 Updates
Positive
Negative
Strong Performance in Media Business
ABEMA sales have grown significantly, with shrinking losses leading to an increase in sales and profits. The business is expected to book operating profits from FY 2025 onwards.
Read all positive updates
Company Guidance
During CyberAgent's FY 2024 earnings call, President Susumu Fujita highlighted several key metrics and developments across the company's business sectors. The Media business, particularly ABEMA, showed significant growth in sales, with losses shrinking, leading to increased profitability. The Internet advertising sector maintained stable growth with a focus on advertising effectiveness, resulting in double-digit operating profit (OP) growth for the fourth consecutive quarter. The game sector experienced a recovery, with new titles contributing to a rise in sales and profits, while the Uma Musume IP continued to thrive with collaborations and new content. The company is also focusing on nurturing IPs and expanding its content offerings, including anime and films, as part of its mid- to long-term strategy. The total number of employees reached nearly 8,000, and the company emphasized efforts to maintain DOE and ROE above the Tokyo Stock Exchange average. For FY 2025, the company anticipates steady growth in sales and profitability, driven by ongoing investments in technology, AI, and new game developments.CyberAgent Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
70
Positive
Cash Flow
68
Positive
| Breakdown | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 874.03B | 801.24B | 719.45B | 709.92B | 666.15B |
| Gross Profit | 264.05B | 218.76B | 191.65B | 218.51B | 231.68B |
| EBITDA | 75.77B | 41.89B | 28.56B | 69.97B | 110.54B |
| Net Income | 31.67B | 15.98B | 3.54B | 22.90B | 41.24B |
Balance Sheet | |||||
| Total Assets | 557.16B | 516.69B | 475.22B | 381.93B | 382.23B |
| Cash, Cash Equivalents and Short-Term Investments | 246.19B | 228.25B | 218.61B | 182.36B | 200.42B |
| Total Debt | 95.04B | 111.03B | 107.08B | 46.26B | 42.44B |
| Total Liabilities | 281.48B | 266.18B | 246.77B | 160.68B | 188.43B |
| Stockholders Equity | 183.75B | 158.28B | 143.05B | 144.34B | 129.85B |
Cash Flow | |||||
| Free Cash Flow | 67.44B | 43.39B | 10.31B | 1.02B | 105.78B |
| Operating Cash Flow | 78.16B | 50.07B | 23.39B | 17.95B | 109.61B |
| Investing Cash Flow | -30.82B | -38.33B | -40.29B | -31.41B | -24.52B |
| Financing Cash Flow | -33.86B | -5.20B | 53.49B | -2.80B | -3.64B |
CyberAgent Technical Analysis
Positive
1396.50
Price Trends
1337.58
Positive
1356.15
Positive
1493.05
Negative
Market Momentum
-7.50
Negative
53.64
Neutral
68.82
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4751, the sentiment is Positive. The current price of 1396.5 is above the 20-day moving average (MA) of 1337.80, above the 50-day MA of 1337.58, and below the 200-day MA of 1493.05, indicating a neutral trend. The MACD of -7.50 indicates Negative momentum. The RSI at 53.64 is Neutral, neither overbought nor oversold. The STOCH value of 68.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4751.
CyberAgent Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥30.17B | 3.66 | ― | 5.35% | 5.51% | -3.23% | |
64 Neutral | ¥86.80B | 25.32 | ― | 7.03% | 7.16% | -36.88% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
58 Neutral | ¥633.31B | 13.60 | 18.07% | 1.27% | 10.96% | 81.97% | |
58 Neutral | ¥382.71B | 10.59 | 3.96% | 2.75% | -7.38% | -31.36% | |
52 Neutral | ¥790.44B | -0.81 | -59.21% | 4.19% | 1.72% | -70.37% | |
50 Neutral | ¥13.37B | 2.40 | ― | ― | -0.41% | ― |
* Communication Services Sector Average
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CyberAgent Corporate Events
CyberAgent Posts Profit Surge in FY2026 Q1, Keeps Full-Year Outlook Unchanged
Feb 6, 2026
CyberAgent reported strong growth for the first quarter of the fiscal year ending September 2026, with consolidated net sales rising 14.0% year on year to ¥232.4 billion and operating income surging 181.8% to ¥23.4 billion, driving net i...
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.