i-mobile Co., Ltd. (JP:6535)
:6535
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i-mobile Co., Ltd.
(6535)
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Rating:75Outperform
Price Target:
¥626.00
▲(25.20% Upside)
Action:Reiterated
Date:12/30/25
The score is driven primarily by strong financial quality (notably a debt-free balance sheet and solid profitability) and supportive valuation (moderate P/E and high dividend yield). These are partially offset by weak technicals, with the price below key moving averages and negative MACD indicating bearish momentum.
Positive Factors
Debt-free balance sheet
A zero-debt balance sheet materially lowers solvency risk and gives management durable financial flexibility. Over a 2–6 month horizon this supports sustained dividends, absorptive capacity for ad-revenue cyclicality, and optionality for strategic reinvestment without refinancing risk.
Negative Factors
Margin compression vs 2022 peak
Persistent margin compression erodes the company’s profit resilience and long-term return profile. If structural (pricing pressure, higher media costs, or mix shifts), compressed margins will reduce available cash for dividends and reinvestment and make the business more vulnerable in downturns.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
A zero-debt balance sheet materially lowers solvency risk and gives management durable financial flexibility. Over a 2–6 month horizon this supports sustained dividends, absorptive capacity for ad-revenue cyclicality, and optionality for strategic reinvestment without refinancing risk.
Read all positive factors
i-mobile Co., Ltd. (6535) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥27.40B
Dividend Yield5.35%
Average Volume (3M)330.86K
Price to Earnings (P/E)11.1
Beta (1Y)0.63
Revenue Growth5.51%
EPS Growth-3.23%
CountryJP
Employees219
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)51.26
Shares Outstanding58,147,186
10 Day Avg. Volume142,650
30 Day Avg. Volume330,863
Financial Highlights & Ratios
PEG Ratio0.55
Price to Book (P/B)2.19
Price to Sales (P/S)1.65
P/FCF Ratio8.66
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
i-mobile Co., Ltd. Business Overview & Revenue Model
Company Description
i-mobile Co., Ltd. provides Internet advertising platform for clients to advertise their product and for publishers to monetize their cyberspace in Japan. The company was incorporated in 2007 and is based in Tokyo, Japan....
How the Company Makes Money
i-mobile makes money primarily by selling digital advertising services. Its core revenue model is tied to internet ad spend: the company brokers and/or operates advertising placements and campaigns for advertisers, then earns revenue based on camp...
i-mobile Co., Ltd. Financial Statement Overview
Summary
Income Statement
83
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
78
Positive
| Breakdown | Jul 2025 | Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 21.53B | 18.73B | 16.43B | 13.93B | 11.59B |
| Gross Profit | 21.27B | 18.45B | 16.22B | 13.75B | 11.43B |
| EBITDA | 4.36B | 3.80B | 3.71B | 3.96B | 3.54B |
| Net Income | 2.96B | 2.42B | 2.40B | 2.68B | 2.30B |
Balance Sheet | |||||
| Total Assets | 27.35B | 24.57B | 21.77B | 18.24B | 19.02B |
| Cash, Cash Equivalents and Short-Term Investments | 20.50B | 18.60B | 16.22B | 14.27B | 15.42B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 11.13B | 8.94B | 7.68B | 4.83B | 4.30B |
| Stockholders Equity | 16.22B | 15.63B | 14.08B | 13.41B | 14.72B |
Cash Flow | |||||
| Free Cash Flow | 4.11B | 3.48B | 4.13B | 3.17B | 3.94B |
| Operating Cash Flow | 4.82B | 3.79B | 4.39B | 3.23B | 3.96B |
| Investing Cash Flow | -3.62B | -747.00M | -378.00M | -234.00M | -83.00M |
| Financing Cash Flow | -2.30B | -683.00M | -2.06B | -4.14B | -817.00M |
i-mobile Co., Ltd. Technical Analysis
Negative
500.00
Price Trends
508.68
Negative
512.96
Negative
555.93
Negative
Market Momentum
-13.39
Positive
40.88
Neutral
39.29
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6535, the sentiment is Negative. The current price of 500 is above the 20-day moving average (MA) of 498.25, below the 50-day MA of 508.68, and below the 200-day MA of 555.93, indicating a bearish trend. The MACD of -13.39 indicates Positive momentum. The RSI at 40.88 is Neutral, neither overbought nor oversold. The STOCH value of 39.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:6535.
i-mobile Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ¥119.09B | 25.46 | ― | 7.03% | 7.05% | 29.76% | |
75 Outperform | ¥27.40B | 11.13 | ― | 5.35% | 5.51% | -3.23% | |
64 Neutral | ¥797.19B | -2.66 | -59.21% | 4.19% | 1.69% | -53.40% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
58 Neutral | ¥662.70B | 15.21 | 18.07% | 1.27% | 14.19% | 96.77% | |
54 Neutral | ¥15.58B | -13.12 | ― | 7.85% | -38.96% | -127.02% | |
50 Neutral | ¥11.51B | 7.83 | ― | ― | 4.27% | 3453.18% |
* Communication Services Sector Average
JP:6535
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i-mobile Co., Ltd. Corporate Events
i-mobile Reaffirms Support for Sustainable Hometown Tax Donation System and Confirms No Earnings Impact
May 24, 2026
i-mobile Co., Ltd. has outlined its stance on a request from Japan’s Ministry of Internal Affairs and Communications concerning the sustainable development of the hometown tax donation system, emphasizing the system’s role in regional ...
i-mobile Highlights Vision and Values Alongside FY2026 Q2 Results
Mar 12, 2026
i-mobile Co., Ltd. has outlined its corporate philosophy and vision in conjunction with the announcement of its FY2026 Q2 business results, emphasizing a commitment to contributing to people’s future through innovative businesses. The compan...
i-mobile Posts Lower First-Half Profit but Keeps Guidance and Dividend Plan Intact
Mar 12, 2026
i-mobile Co., Ltd. reported consolidated net sales of ¥16.83 billion for the six months ended January 31, 2026, up 2.6% year on year, but operating profit fell 23.2% to ¥2.88 billion and profit attributable to owners of parent declined 2...
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.