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AnyMind Group Inc.
(5027)
AnyMind Group Inc. (5027) vs. iShares MSCI Japan ETF (EWJ)
AnyMind Group Inc. Business Overview & Revenue Model
AnyMind Group Inc. Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 57.30B | 50.71B | 33.46B | 24.79B | 19.25B |
| Gross Profit | 21.93B | 18.76B | 12.70B | 9.29B | 6.27B |
| EBITDA | 3.83B | 3.94B | 1.82B | 1.26B | 920.71M |
| Net Income | 927.00M | 2.33B | 559.00M | 239.00M | -855.59M |
Balance Sheet | |||||
| Total Assets | 45.14B | 34.16B | 23.25B | 18.82B | 13.40B |
| Cash, Cash Equivalents and Short-Term Investments | 8.61B | 9.77B | 6.27B | 6.14B | 3.47B |
| Total Debt | 17.54B | 5.61B | 961.00M | 1.30B | 1.39B |
| Total Liabilities | 28.05B | 17.45B | 9.65B | 7.31B | 6.18B |
| Stockholders Equity | 16.89B | 16.59B | 13.51B | 11.42B | 7.13B |
Cash Flow | |||||
| Free Cash Flow | -581.00M | 1.98B | 606.00M | -858.00M | -410.93M |
| Operating Cash Flow | 268.00M | 2.40B | 1.03B | -702.00M | -252.73M |
| Investing Cash Flow | -5.87B | -1.34B | -1.26B | -102.00M | -118.04M |
| Financing Cash Flow | 4.41B | 2.13B | 204.00M | 3.32B | -741.31M |
AnyMind Group Inc. Technical Analysis
AnyMind Group Inc. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥41.93B | 14.20 | ― | 1.92% | 20.81% | 68.06% | |
73 Outperform | ¥36.31B | 20.04 | ― | ― | 27.97% | -5.25% | |
68 Neutral | ¥24.10B | 45.41 | ― | ― | 14.28% | -30.60% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
60 Neutral | ¥22.86B | 22.45 | ― | ― | 21.87% | 240.21% | |
49 Neutral | ¥30.52B | 33.52 | ― | ― | 20.84% | 10.41% | |
48 Neutral | ¥13.61B | 60.98 | ― | 3.48% | -11.85% | ― |
AnyMind Group Inc. Corporate Events
AnyMind Group reported a 13% rise in revenue to ¥57.3 billion and a 16.9% increase in gross profit for the year to December 2025, but operating profit fell nearly 30% and net income attributable to owners dropped more than 60% as margins tightened. Cash flow from operations shrank sharply and equity ratio declined, though the company maintained positive adjusted EBITDA and booked higher capital outflows, indicating continued investment.
The company plans a year-end dividend of ¥2 per share for 2025 following no dividend the prior year and forecasts strong topline acceleration in 2026, guiding for revenue growth of 38.1% and a roughly 76% jump in net income. If achieved, the outlook suggests a recovery in profitability and improved shareholder returns, reinforcing management’s confidence in scaling its platform business despite current pressure on earnings indicators.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. has approved the issuance of its 17th series of stock options for directors and employees of its subsidiaries, aiming to bolster motivation, morale and group cohesion as it pursues medium- to long-term growth in earnings and corporate value. The options, allocated at no cost with an exercise price of ¥1 per share and exercisable between May 2026 and March 2036, are structured with standard anti-dilution adjustments and employment-based exercise conditions, underscoring the company’s use of equity incentives to align key personnel with shareholder interests and long-term business expansion.
The program covers 160 stock option units, each linked to 100 shares of common stock, and includes mechanisms to adjust both the number of underlying shares and the exercise price in response to stock splits, consolidations or corporate actions. By tying option exercisability to continued service and restricting exercise in cases such as competitive employment, AnyMind is reinforcing retention of critical talent and protecting its competitive position, while modestly increasing potential future share issuance as part of its growth strategy.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group reported that for the fiscal year ended December 2025, it outperformed its revised forecasts across all profit metrics, with revenue and gross profit at 103.7% and 103.2% of plan and year-on-year growth of 13.0% and 16.9%, respectively. Operating profit fell versus the prior year due to weakness in the Creator Growth Business but still reached 1.8 billion yen and maintained a 3.1% margin, while profit attributable to owners of the parent came in at 927 million yen, and management highlighted progress in standardizing operations through generative AI and expanding enterprise e-commerce support as a foundation for medium- to long-term growth.
The Enterprise Growth Business was the main growth engine in the fourth quarter, with segment gross profit up 29.7% year-on-year and particularly strong gains in enterprise e-commerce, where gross profit surged 162% on expanding client wins in Southeast Asia and steady growth in Japan. While the Publisher Growth Business delivered stable 7.3% gross profit growth and improving profitability per publisher, the Creator Growth Business saw gross profit halve amid shifting market conditions, and regionally Japan and Korea and Southeast Asia posted double-digit gross profit growth as the company doubled down on high-growth social commerce and integrated marketing–e-commerce offerings across Asia.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. reported that revenue, gross profit, operating profit and net income attributable to owners of the parent all exceeded full-year forecasts for FY2025, underpinned by 17% year-on-year gross profit growth. The Enterprise Growth business was the main driver, posting 31% growth for the year and 30% gross profit growth in the fourth quarter, with Southeast Asia client expansion sustaining overall momentum.
For FY2026, the company is guiding for 38% year-on-year increases in both revenue and gross profit and a 70% rise in operating profit, targeting JPY 79.1 billion in revenue and JPY 30.3 billion in gross profit. Management expects continued growth in existing businesses even without the contribution from three January 2026 M&A deals, while using generative AI and focus on commerce support and regional client relationships to boost efficiency and maintain profit growth amid a refocus within the Creator Growth segment.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc., a Tokyo-listed technology and digital solutions provider, reported consolidated revenue of ¥57.3 billion for the year ended December 31, 2025, up 13% year on year, with gross profit rising 16.9% to ¥21.93 billion. Despite this top-line growth, operating profit fell 29.7% to ¥1.8 billion and net income attributable to owners dropped 60.3% to ¥927 million, reflecting pressure on margins and higher costs.
The company maintained positive adjusted EBITDA of ¥3.93 billion, roughly flat year on year, but adjusted net income declined 47.6%, indicating weakening underlying profitability. Cash flows from operating activities shrank sharply to ¥268 million, while investing outflows widened and financing inflows rose, reducing year-end cash and cash equivalents to ¥8.61 billion.
AnyMind plans to pay a year-end dividend of ¥2 per share for 2025, translating into a payout ratio of 12.9%, marking a shift from no dividends in the previous year. For 2026, management forecasts a strong rebound, guiding for 38.1% revenue growth to ¥79.11 billion and a 70.1% increase in operating profit to ¥3.06 billion, signaling an expectation of improved scale benefits and margin recovery.
Equity attributable to owners stood at ¥16.89 billion at year-end 2025, with equity per share of ¥282.58, while the equity ratio declined to 37.4% from 48.6%, suggesting a more leveraged balance sheet after a year of heavier investment and treasury share acquisition. The results and outlook underscore a strategic push for aggressive growth in 2026, balanced against recent profitability compression and tighter operating cash generation, key issues for shareholders to watch.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. has approved the issuance of its 17th series of stock options to directors and employees of its subsidiaries, aiming to boost motivation, morale, and group cohesion in pursuit of medium- to long-term growth in performance and corporate value. The options, allotted free of charge as compensation for duties, cover 160 units tied to common stock with a nominal ¥1 exercise price per share and are exercisable between May 2026 and March 2036, subject to continued employment and non-competition conditions, with detailed adjustment mechanisms for future stock splits, consolidations, and corporate actions.
By granting these stock options at no monetary cost, the company is further linking employee rewards to share performance, which may strengthen retention and align interests with shareholders over the next decade. The structure, including low exercise price and strict eligibility and non-compete clauses, underscores a strategic effort to secure key talent, reinforce group-wide unity, and support AnyMind’s positioning in its growth phase on the TSE-Growth market.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group reported that for fiscal 2025 it outperformed its revised forecasts on all major profit metrics, with revenue and gross profit reaching 103.7% and 103.2% of guidance, respectively, and profit attributable to owners of the parent exceeding plan despite foreign exchange losses. Operating profit fell year-on-year due to headwinds in the Creator Growth Business and higher variable costs tied to the fast-expanding enterprise e-commerce support operations, but still came in above forecast at ¥1.8 billion with margins in line with expectations.
Growth in the fourth quarter was driven by the Enterprise Growth Business, where overall gross profit rose 29.7% year-on-year, including double-digit expansion in marketing and a 162% surge in enterprise e-commerce, helped by new customer wins, expansion of existing accounts, and the consolidation of Vietnam’s Vibula. The Publisher Growth Business delivered steady gains with improving profitability per publisher, while the Creator Growth Business saw a 50.8% drop in gross profit amid a shifting business environment, highlighting a mix of strong regional performance in Japan, Korea, and Southeast Asia and weakness in India and Greater China.
Management emphasized that 2025 marked steady progress in building a foundation for medium- to long-term growth, including standardizing operations through internal use of generative AI and scaling enterprise e-commerce support. The company positions social commerce, anchored by the Enterprise Growth Business, as its central growth engine, leveraging integrated marketing and e-commerce capabilities and its publisher and creator networks to deepen customer data usage, enhance upselling, and reinforce competitive advantages as AI adoption accelerates across the industry.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. reported that for fiscal 2025, revenue, gross profit, operating profit and net income attributable to owners all exceeded full-year forecasts, underpinned by a 17% year-on-year increase in gross profit and 31% growth in its core Enterprise Growth business, especially in Southeast Asia. In the fourth quarter, the Enterprise Growth segment continued to drive performance with a 30% year-on-year rise in gross profit, helping total gross profit advance 11% and reinforcing the company’s positioning as a growth platform for regional enterprises.
For fiscal 2026, the company is targeting revenue of ¥79.1 billion and gross profit of ¥30.3 billion, both up 38% year on year, and operating profit of ¥3.0 billion, a 70% increase, supported by expansion of existing businesses and efficiency gains through AI and M&A. Management also highlighted that, even excluding three acquisitions completed in January 2026, it still expects solid double-digit growth in revenue, gross profit and operating profit, while refocusing parts of the Creator Growth business and accelerating initiatives in commerce support and generative AI to meet its fiscal 2027 targets.
The most recent analyst rating on (JP:5027) stock is a Buy with a Yen738.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. has resolved to acquire all issued shares of MISM Inc., a Tokyo-based specialist in vertical video creative production and social media marketing, making it a wholly owned subsidiary of AnyMind Japan Inc. and marking the group’s 15th M&A deal and ninth in Japan. By adding MISM’s network of over 2,000 creators and models, annual output of more than 20,000 vertical videos, and a platform hosting over 60,000 vertical UGC assets, AnyMind aims to build a one-stop vertical video creative service spanning planning, casting, production, and performance analysis, thereby enhancing its capability to lead consumers from social media exposure to purchase and further strengthening its social commerce offering across online and offline channels.
The most recent analyst rating on (JP:5027) stock is a Hold with a Yen554.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group’s subsidiary GROVE Inc. will acquire all issued shares of Japanese creator support company Bcode inc., making Bcode a wholly owned consolidated subsidiary, while retaining its current management team. The deal, AnyMind’s 14th M&A and eighth in Japan, adds a network of more than 700 TikTok LIVE-focused live streamers with strong fan communities, bolstering the group’s capabilities in social media marketing and live commerce. Combined with recent acquisitions such as NADESHIKO Beauty and SUNSMILE, the move deepens AnyMind’s content creation and talent management infrastructure and strengthens its end-to-end social commerce and OMO offering for brand clients across online and offline channels.
The most recent analyst rating on (JP:5027) stock is a Hold with a Yen554.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group has detailed synergies from its consolidation of SUNSMILE and NADESHIKO Beauty, explaining that its enterprise business can now offer fully integrated support from social media-led demand generation to both e-commerce and offline retail sales. By adding SUNSMILE’s extensive brick-and-mortar distribution network, especially in variety stores, and combining it with NADESHIKO Beauty’s TikTok-centered media capabilities, AnyMind aims to create a differentiated social media-to-purchase funnel for beauty and personal care brands, increase cross-selling opportunities, and raise revenue per client and brand. The company also clarified that the roughly ¥4.1 billion SUNSMILE share acquisition will be funded through borrowings rather than equity financing, emphasizing that its net cash position of about ¥3.1 billion as of September 2025 keeps leverage at an acceptable level and that its capital policy continues to prioritize financial soundness while supporting ongoing growth and M&A activities.
The most recent analyst rating on (JP:5027) stock is a Hold with a Yen669.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. has completed the acquisition of all shares of SUNSMILE INC., a company engaged in brand distribution and the planning and sales of in-house cosmetics and beauty brands, making SUNSMILE a wholly owned subsidiary of AnyMind Japan Inc. Effective January 1, 2026, SUNSMILE will be treated as a consolidated subsidiary and its financial results will be incorporated into AnyMind’s consolidated accounts from that month, with the company currently expecting only a minor impact on its consolidated performance for the fiscal year ending December 31, 2025, while committing to further disclosure if the impact becomes significant.
The most recent analyst rating on (JP:5027) stock is a Hold with a Yen669.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. announced that SUNSMILE INC. has joined the group, strengthening its enterprise brand support business, which has been the primary driver of the company’s growth since its founding. The integration enhances AnyMind’s social media marketing and social commerce capabilities, contributing to a gross profit growth rate of over 30% year-on-year for its enterprise brand support segment in FY2025 Q1–Q3, and supporting continued expansion of its business infrastructure and presence in Asian markets despite relatively flat publisher and declining creator growth.
The most recent analyst rating on (JP:5027) stock is a Hold with a Yen567.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.
AnyMind Group Inc. will acquire all shares of SUNSMILE INC. through its wholly owned subsidiary AnyMind Japan Inc., making the cosmetics and beauty-focused brand distributor a consolidated subsidiary, while SUNSMILE’s current management team remains in place. The deal, funded via loan agreements containing financial covenants at the AnyMind Japan level, marks AnyMind’s 13th M&A transaction and seventh in Japan, and is aimed at building an end-to-end brand support platform that links social media-driven demand creation with e-commerce and offline distribution. By combining AnyMind’s AI-driven BPaaS infrastructure, social media marketing capabilities and data from online channels with SUNSMILE’s offline distribution expertise, the group plans to offer integrated OMO (online merges with offline) solutions, expand cross-selling opportunities for supported brands and strengthen its competitive position in the fast-growing social commerce and beauty markets in Japan and across Asia.
The most recent analyst rating on (JP:5027) stock is a Hold with a Yen567.00 price target. To see the full list of analyst forecasts on AnyMind Group Inc. stock, see the JP:5027 Stock Forecast page.