Direct Marketing MiX Inc. (JP:7354)
:7354
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Direct Marketing MiX Inc.
(7354)
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Rating:65Neutral
Price Target:
¥312.00
▲(7.22% Upside)
Action:DowngradedDate:03/05/26
The score is driven primarily by stable-to-improving financials (strong 2025 revenue rebound, solid balance sheet, and consistently positive free cash flow), supported by attractive valuation (low P/E and dividend yield). This is tempered by weaker near-term technicals, with the stock trading below key short-term moving averages and only neutral momentum signals.
Positive Factors
Revenue rebound (durable demand recovery)
A ~197% revenue rebound in 2025 signals the company can restore demand and scale after two down years. That structural recovery improves top-line visibility, supports capacity utilization, and underpins multi-quarter cash generation and margin normalization potential.
Negative Factors
Profitability volatility and margin normalization
Net margin fell from double-digit levels in 2020–2022 to ~5.9% in 2025, reflecting volatile profitability. Such swings undermine earnings predictability, constrain sustained ROE improvement, and complicate long-term planning for reinvestment and shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue rebound (durable demand recovery)
A ~197% revenue rebound in 2025 signals the company can restore demand and scale after two down years. That structural recovery improves top-line visibility, supports capacity utilization, and underpins multi-quarter cash generation and margin normalization potential.
Read all positive factors
Direct Marketing MiX Inc. (7354) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥14.67B
Dividend Yield1.51%
Average Volume (3M)185.18K
Price to Earnings (P/E)10.9
Beta (1Y)1.14
Revenue Growth7.96%
EPS GrowthN/A
CountryJP
Employees711
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)6.66
Shares Outstanding47,614,838
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. engages in the marketing, consulting, temporary staffing, and business process outsourcing businesses. The company was incorporated in 2017 and is based in Osaka, Japan....
How the Company Makes Money
Direct Marketing MiX Inc. generates revenue primarily through its range of marketing services offered to businesses. Key revenue streams include fees for digital marketing campaigns, direct mail services, and consulting for marketing strategy deve...
Direct Marketing MiX Inc. Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
73
Positive
Cash Flow
66
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 22.69B | 20.95B | 26.85B | 34.67B | 30.29B |
| Gross Profit | 2.21B | 15.52B | 20.08B | 26.67B | 23.92B |
| EBITDA | 3.50B | 3.16B | 3.09B | 7.20B | 5.82B |
| Net Income | 1.34B | 834.30M | 310.01M | 3.80B | 3.22B |
Balance Sheet | |||||
| Total Assets | 27.42B | 26.02B | 27.44B | 31.64B | 27.96B |
| Cash, Cash Equivalents and Short-Term Investments | 5.52B | 5.17B | 4.46B | 7.61B | 5.07B |
| Total Debt | 6.37B | 6.76B | 6.93B | 6.64B | 7.58B |
| Total Liabilities | 12.54B | 12.27B | 14.36B | 16.06B | 16.37B |
| Stockholders Equity | 14.88B | 13.76B | 13.09B | 15.59B | 11.60B |
Cash Flow | |||||
| Free Cash Flow | 2.42B | 1.88B | 1.48B | 4.69B | 3.31B |
| Operating Cash Flow | 2.80B | 2.00B | 1.61B | 5.12B | 4.14B |
| Investing Cash Flow | -1.85B | -101.50M | -1.23B | -768.59M | -1.43B |
| Financing Cash Flow | -597.69M | -1.19B | -3.53B | -1.81B | -1.34B |
Direct Marketing MiX Inc. Technical Analysis
Positive
291.00
Price Trends
315.12
Negative
300.29
Positive
283.68
Positive
Market Momentum
-6.36
Negative
50.96
Neutral
38.71
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 304.20, below the 50-day MA of 315.12, and above the 200-day MA of 283.68, indicating a neutral trend. The MACD of -6.36 indicates Negative momentum. The RSI at 50.96 is Neutral, neither overbought nor oversold. The STOCH value of 38.71 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 (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | ¥20.81B | 16.52 | ― | 9.87% | 11.51% | -29.82% | |
68 Neutral | ¥13.40B | 22.31 | ― | 2.19% | 14.43% | 10.99% | |
66 Neutral | ¥18.86B | 8.10 | ― | 2.01% | 15.43% | 12.47% | |
65 Neutral | ¥14.67B | 10.92 | ― | 1.51% | 7.96% | ― | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
57 Neutral | ¥13.80B | 29.59 | ― | 7.85% | -3.20% | 34.08% | |
50 Neutral | ¥13.21B | 2.40 | ― | ― | -2.68% | 91.68% |
* Communication Services Sector Average
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Direct Marketing MiX Inc. Corporate Events
Direct Marketing MiX Nearly Maxes Out ¥300 Million Share Buyback Authorization
Mar 4, 2026
Direct Marketing MiX Inc. has completed a share repurchase program authorized by its board on February 13, 2026, buying back 153,500 shares of common stock for ¥51,534,800 via market purchases on the Tokyo Stock Exchange between March 1 and M...
Direct Marketing MiX Accelerates Share Buybacks Under ¥300 Million Authorization
Mar 2, 2026
Direct Marketing MiX Inc. has reported progress on a share repurchase program authorized by its board on February 13, 2026, under which it may buy back up to 1.5 million shares, or 3.23% of its issued shares excluding treasury stock, for a maximum...
Direct Marketing MiX Launches Share Buyback to Boost Capital Efficiency
Feb 13, 2026
Direct Marketing MiX Inc. has approved a share buyback to support shareholder returns and improve capital efficiency amid a changing business environment. The board-authorized program reflects the company’s intention to manage its equity bas...
Direct Marketing MiX Outlines FY2025 Results and Growth Strategy
Feb 13, 2026
Direct Marketing MiX Inc. released a financial results briefing for the fiscal year ending December 2025, outlining its performance and providing guidance for the 2026 fiscal year. The materials also detail its medium- to long-term growth strategy...
Direct Marketing MiX Lifts Profit, Dividends and Projects Further Growth for 2026
Feb 13, 2026
Direct Marketing MiX Inc. reported consolidated revenue of ¥22.69 billion for the fiscal year ended December 31, 2025, up 8.3% year on year, with operating profit surging 48.7% to ¥2.13 billion and profit attributable to owners of the pa...
Direct Marketing MiX Launches Share Buyback to Boost Capital Efficiency
Feb 13, 2026
Direct Marketing MiX Inc. has authorized a share buyback of up to 1.5 million common shares, representing about 3.23% of its outstanding stock, with a maximum outlay of ¥300 million. The repurchases, to be conducted via market purchases on th...
Direct Marketing MiX Sets Out FY2026 Outlook and Tech-Driven Growth Strategy
Feb 13, 2026
Direct Marketing MiX Inc., a total sales and marketing solution provider, specializes in hybrid and digital transformation fulfillment to boost client profitability. The company emphasizes AI initiatives and data-driven capabilities to strengthen ...
Direct Marketing MiX Boosts Earnings, Raises Dividend and Forecasts Further Growth
Feb 13, 2026
Direct Marketing MiX Inc. reported consolidated revenue of ¥22.69 billion for the fiscal year ended December 31, 2025, an 8.3% increase year on year, with operating profit surging 48.7% to ¥2.13 billion. Profit attributable to owners of ...
Direct Marketing MiX to Shift Listing from TSE Prime to Standard Market in Strategic Reallocation of Resources
Jan 7, 2026
Direct Marketing MiX Inc. will transfer its stock listing from the Tokyo Stock Exchange Prime Market to the Standard Market effective January 14, 2026, after determining that concentrating management resources on strengthening core businesses and ...
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.