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Direct Marketing MiX Inc.
(7354)
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Rating:73Outperform
Price Target:
¥404.00
▲(38.83% Upside)
Action:Upgraded
Date:08/19/26
The score is driven primarily by strengthening financial performance (improving margins, declining leverage, and solid free cash flow). Technicals add support with a clear uptrend and positive momentum indicators. Valuation further boosts the score due to a low P/E and a modest dividend yield, partially offset by uneven revenue trajectory and historical margin variability.
Positive Factors
Revenue rebound
A 55% TTM sales rebound signals regained demand and strengthens the company’s top-line base. Sustained higher sales over several quarters improves pricing leverage and fixed-cost absorption, supporting more durable margins and strategic reinvestment capacity over the next 2–6 months.
Negative Factors
Negative FCF growth
A ~48% decline in free cash flow growth weakens the durability of cash generation momentum despite strong conversion metrics. Lower FCF growth constrains discretionary spending, slows deleveraging or dividend increases, and raises sensitivity to adverse demand shifts in the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue rebound
A 55% TTM sales rebound signals regained demand and strengthens the company’s top-line base. Sustained higher sales over several quarters improves pricing leverage and fixed-cost absorption, supporting more durable margins and strategic reinvestment capacity over the next 2–6 months.
Read all positive factors
Direct Marketing MiX Inc. (7354) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥16.20B
Dividend Yield1.93%
Average Volume (3M)185.18K
Price to Earnings (P/E)8.6
Beta (1Y)0.92
Revenue Growth2.86%
EPS Growth70.83%
CountryJP
Employees665
SectorGeneral
Sector StrengthN/A
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)39.07
Shares Outstanding47,644,836
10 Day Avg. Volume156,070
30 Day Avg. Volume185,183
Financial Highlights & Ratios
PEG Ratio0.17
Price to Book (P/B)0.91
Price to Sales (P/S)0.60
P/FCF Ratio5.57
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)119.4
Revenue Forecast (FY)¥47.50B
Direct Marketing MiX Inc. Business Overview & Revenue Model
Company Description
Direct Marketing MiX Inc. provides services across several domains, including marketing, consultancy, temporary employment, and business process outsourcing. This company, established in 2017, operates from its headquarters in Osaka, Japan....
Direct Marketing MiX Inc. Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
68
Positive
Cash Flow
72
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 22.51B | 22.69B | 20.95B | 26.85B | 34.67B | 30.29B |
| Gross Profit | 2.25B | 14.98B | 15.52B | 20.08B | 26.67B | 23.92B |
| EBITDA | 3.56B | 3.62B | 3.16B | 3.09B | 7.20B | 5.82B |
| Net Income | 1.80B | 1.34B | 834.30M | 310.01M | 3.80B | 3.22B |
Balance Sheet | ||||||
| Total Assets | 26.90B | 27.42B | 26.02B | 27.44B | 31.64B | 27.96B |
| Cash, Cash Equivalents and Short-Term Investments | 4.95B | 5.52B | 5.17B | 4.46B | 7.61B | 5.07B |
| Total Debt | 5.59B | 6.37B | 6.76B | 6.93B | 6.64B | 7.58B |
| Total Liabilities | 11.38B | 12.54B | 12.27B | 14.36B | 16.06B | 16.37B |
| Stockholders Equity | 15.52B | 14.88B | 13.76B | 13.09B | 15.59B | 11.60B |
Cash Flow | ||||||
| Free Cash Flow | 2.72B | 2.42B | 1.88B | 1.48B | 4.69B | 3.31B |
| Operating Cash Flow | 2.96B | 2.80B | 2.00B | 1.61B | 5.12B | 4.14B |
| Investing Cash Flow | -1.72B | -1.85B | -101.50M | -1.23B | -768.59M | -1.43B |
| Financing Cash Flow | -1.22B | -597.69M | -1.19B | -3.53B | -1.81B | -1.34B |
Direct Marketing MiX Inc. Technical Analysis
Positive
291.00
Price Trends
333.02
Positive
316.12
Positive
306.60
Positive
Market Momentum
6.46
Negative
59.56
Neutral
53.71
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7354, the sentiment is Positive. The current price of 291 is below the 20-day moving average (MA) of 346.95, below the 50-day MA of 333.02, and below the 200-day MA of 306.60, indicating a bullish trend. The MACD of 6.46 indicates Negative momentum. The RSI at 59.56 is Neutral, neither overbought nor oversold. The STOCH value of 53.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7354.
Direct Marketing MiX Inc. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥20.14B | 16.62 | ― | 9.87% | 5.72% | 30.74% | |
73 Outperform | ¥16.20B | 8.63 | ― | 1.51% | 2.86% | 70.83% | |
69 Neutral | ¥18.14B | 7.31 | ― | 2.01% | -2.12% | -14.54% | |
67 Neutral | ¥16.48B | 5.45 | ― | 2.19% | 289.34% | 309.72% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
51 Neutral | ¥15.03B | -5.54 | ― | 7.85% | -55.40% | -157.50% | |
49 Neutral | ¥10.35B | 5.31 | ― | ― | 10.01% | ― |
* General Sector Average
JP:7354
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Direct Marketing MiX Inc. Corporate Events
Direct Marketing MiX Outlines Q2 Results and AI-Driven Growth Strategy
Aug 14, 2026
Direct Marketing MiX Inc. has released its financial results briefing for the second quarter of fiscal 2026, alongside an updated full-year earnings forecast. The materials also highlight initiatives in new business domains, AI deployment, and a m...
Direct Marketing MiX Delivers Profit Surge and Affirms 2026 Earnings Outlook
Aug 14, 2026
Direct Marketing MiX reported consolidated revenue of ¥11.46 billion for the six months ended June 30, 2026, a slight 1.5% decline year on year, but operating profit rose 6.6% to ¥1.36 billion and profit jumped 57.0% to ¥1.25 billio...
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.