Gunosy, Inc. (6047) AI Stock Analysis

• Market Cap: ¥13.61B
• Dividend Yield: 3.48%
• Average Volume (3M): 238.07K
• Price to Earnings (P/E): 61.0
• Beta (1Y): 0.86
• Revenue Growth: -11.85%
• EPS Growth: N/A
• Country: JP
• Employees: 206
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): N/A
• Shares Outstanding: 24,237,774
• 10 Day Avg. Volume: 214,980
• 30 Day Avg. Volume: 238,066
• PEG Ratio: -1.80
• Price to Book (P/B): 1.33
• Price to Sales (P/S): 2.46
• P/FCF Ratio: 0.00
• 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: 48 Neutral
• Price Target: ¥576.00 ▲(8.07% Upside)
• Action: Reiterated Date: 12/30/25
• Date: Action: Reiterated 12/30/25

The score is held back primarily by weak cash-flow quality and declining revenue trends despite a return to accounting profitability, alongside bearish technical momentum. A strong low-debt balance sheet and a ~3.43% dividend yield provide partial support, but the high P/E limits valuation attractiveness.

Positive Factors

Conservative balance sheet / Low leverage

Gunosy's minimal debt burden is a durable strength: low leverage reduces financing risk during ad-market cycles, preserves strategic optionality for investments or M&A, and supports a stable dividend policy. This financial flexibility helps absorb shortfalls without high interest obligations.

Return to profitability and improved gross margin

The move back to annual profitability and a stronger gross margin signals the core ad/content model can be profitable at scale. Sustained profitability provides retained earnings to reinvest in product, improve targeting and content, and supports long-term operational stability if maintained.

Owned-media ad model with multiple monetization channels

Owning the content distribution (apps/websites) and supporting both direct and programmatic ad sales is a structural advantage: first-party audience data and curation improve targeting, create multiple demand channels, and make monetization more resilient to shifts in advertiser preferences.

Negative Factors

Multi-year revenue decline

Persistent top-line decline erodes scale for ad inventory and reduces attractiveness to advertisers. Over time shrinking revenue constrains reinvestment in content and product, weakens pricing power, and makes it harder to leverage fixed-cost platforms to restore sustainable growth.

Weak cash-generation

Negative operating cash flow limits the company's ability to fund operations, capex, or return cash to shareholders without drawing on reserves. Even with low debt, persistent weak cash conversion raises execution risk and reduces flexibility to invest in product or marketing to arrest revenue declines.

Thin profitability and low returns on capital

Very slim margins and a low ROE mean limited buffers against cyclical advertising downturns and restrict internal capital generation. Low returns signal the business struggles to convert assets and equity into profit, making sustained investment or dividend funding more challenging long term.

Gunosy, Inc. Business Overview & Revenue Model

Company Description

Gunosy Inc. provides information curation services in Japan. The company offers Internet services related to games and hints-and-tips, and marketing solutions for smart devices, as well as investment business and consulting services. It is also involved in research and content production; and media, advertising, and entertainment businesses. The company was incorporated in 2012 and is headquartered in Tokyo, Japan.

How the Company Makes Money

Gunosy, Inc. generates revenue primarily through advertising. The company's applications, including its flagship Gunosy app, monetize user engagement by displaying targeted advertisements to their audience. This advertising revenue is derived from partnerships with businesses and advertisers who wish to reach the app's user base. Additionally, Gunosy leverages its data analytics capabilities to offer advertising solutions, helping brands optimize their marketing efforts on the platform. Significant partnerships with media outlets and advertisers are crucial to sustaining and growing its revenue streams.

Gunosy, Inc. Financial Statement Overview

Summary

Financials are mixed: profitability improved with a return to positive net income in 2025 and a stronger gross margin, and leverage is very low. However, multi-year revenue decline, thin margins, and weak cash generation (negative operating cash flow; free cash flow only near breakeven) materially limit the quality of the recovery.

Income Statement

Profitability has improved materially versus the prior two years: the company returned to positive net income in 2025 (annual) after sizable losses in 2023–2024, and gross margin also rebounded. However, growth remains a clear headwind, with revenue declining across multiple years (including a ~-3.6% drop in 2025), and current profitability is still thin (about a 1.3% net margin and ~4.7% EBIT margin in 2025), leaving limited buffer if demand softens.

Balance Sheet

The balance sheet is conservatively positioned with very low leverage (debt-to-equity ~0.02 in 2025 and near-zero in prior years), supported by a sizable equity base relative to assets. The key weakness is returns: return on equity is modest in 2025 (~0.7%) and was negative in 2023–2024, indicating the company has not been consistently converting its capital base into profits.

Cash Flow

Cash generation is the primary weak spot. Operating cash flow has been negative in most years (including 2025), and free cash flow is at/near breakeven in 2025 after being negative in 2022–2024. While the swing back to accounting profitability in 2025 is constructive, cash flow has not yet followed through, which raises execution risk and reduces financial flexibility despite the low-debt balance sheet.

Breakdown	May 2024	May 2023	May 2022	May 2021	May 2020
Income Statement
Total Revenue	6.10B	7.34B	8.05B	9.00B	8.91B
Gross Profit	2.90B	2.97B	3.11B	3.99B	3.83B
EBITDA	292.00M	-819.00M	-803.00M	285.00M	1.02B
Net Income	78.00M	-1.19B	-1.15B	130.00M	383.00M
Balance Sheet
Total Assets	13.22B	11.34B	12.32B	13.52B	13.28B
Cash, Cash Equivalents and Short-Term Investments	5.37B	5.87B	5.92B	6.49B	8.95B
Total Debt	266.00M	0.00	0.00	0.00	0.00
Total Liabilities	1.94B	1.37B	1.47B	1.58B	1.87B
Stockholders Equity	11.23B	9.97B	10.86B	11.89B	11.37B
Cash Flow
Free Cash Flow	0.00	-206.00M	-433.00M	-43.00M	977.00M
Operating Cash Flow	-26.00M	-206.00M	-433.00M	-33.00M	983.00M
Investing Cash Flow	-1.08B	271.00M	604.00M	-4.06B	-1.08B
Financing Cash Flow	-5.00M	-103.00M	0.00	9.00M	-1.00M

Gunosy, Inc. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 533.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6047, the sentiment is Positive. The current price of 533 is below the 20-day moving average (MA) of 559.70, below the 50-day MA of 550.92, and below the 200-day MA of 616.19, indicating a neutral trend. The MACD of 2.34 indicates Negative momentum. The RSI at 54.44 is Neutral, neither overbought nor oversold. The STOCH value of 82.68 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6047.

Gunosy, Inc. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
299A	70 Outperform	¥42.53B	19.15	―	―	―	―
9553	68 Neutral	¥24.10B	45.41	―	―	14.28%	-30.60%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
2138	51 Neutral	¥6.56B	-15.24	―	―	-12.37%	12.44%
4387	50 Neutral	¥3.15B	45.83	―	―	-4.30%	―
5027	49 Neutral	¥30.52B	33.52	―	―	20.84%	10.41%
6047	48 Neutral	¥13.61B	60.98	―	3.48%	-11.85%	―

Gunosy, Inc. Corporate Events

Gunosy Slashes FY2026 Forecasts as News App User Growth Falters

Gunosy Inc. has sharply revised its consolidated forecast for the fiscal year ending May 31, 2026, cutting projected net sales by 18.3% and operating income by 67.9% versus its previous outlook, as weaker-than-expected user numbers for its news media apps, including the flagship “Gunosy,” weigh on performance. Despite efforts such as optimizing push notifications to sustain DAU, user levels have remained below plan amid challenging market conditions, prompting the company to also trim its non-consolidated sales and ordinary income forecasts while slightly raising net income guidance on the back of a planned extraordinary gain from the sale of unlisted shares; the downgrade underscores mounting pressure on Gunosy’s advertising-driven business model and signals a tougher operating environment for news app providers.

The most recent analyst rating on (JP:6047) stock is a Hold with a Yen521.00 price target. To see the full list of analyst forecasts on Gunosy, Inc. stock, see the JP:6047 Stock Forecast page.

Gunosy Swings to Interim Profit and Hikes Dividend Forecast Despite Margin Squeeze

For the six months ended November 30, 2025, Gunosy reported consolidated net sales of ¥3.28 billion, up 6.6% year on year, while operating profit slumped 80.7% to ¥70 million, and ordinary profit rose 79.9% to ¥161 million, resulting in a swing to a ¥87 million profit attributable to owners of the parent from a loss a year earlier. The company maintained a solid equity-to-asset ratio of 85.9% despite a slight decline in total assets and net assets, and it increased treasury share holdings during the period; at the same time, it revised its full-year consolidated forecast to net sales of ¥6.45 billion and profit attributable to owners of the parent of ¥134 million, and upgraded its dividend plan for FY2026 to a total ¥22 per share, including a special dividend, signalling confidence in earnings sustainability and a stronger shareholder-return stance even as operating margins remain under pressure.

The most recent analyst rating on (JP:6047) stock is a Hold with a Yen521.00 price target. To see the full list of analyst forecasts on Gunosy, Inc. stock, see the JP:6047 Stock Forecast page.

Gunosy Books ¥44 Million Extraordinary Gain From Sale of Unlisted Shares

Gunosy Inc. has sold a holding of one issue of domestic unlisted shares as part of an effort to improve asset efficiency, realizing a gain on sale of 44 million yen. The profit from this transaction will be recorded as extraordinary income in the fiscal year ending May 2026, and while the company is still reviewing its consolidated earnings forecast for that period in light of this and other factors, it has indicated that it will announce any updates that warrant disclosure.