Direct Marketing MiX Inc. (JP:7354)
:7354
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Direct Marketing MiX Inc.
(7354)
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Rating:65Neutral
Price Target:
¥300.00
▲(3.09% Upside)
Action:Reiterated
Date:05/19/26
The score is driven primarily by improving financial performance (revenue/profit rebound and manageable leverage) and very attractive valuation (low P/E with a moderate dividend). These positives are tempered by weak technicals, with the stock trading below major moving averages and negative momentum indicators.
Positive Factors
Revenue rebound
A 55% TTM sales rebound indicates meaningful demand recovery and restores scale. Sustained higher revenue improves fixed-cost absorption, supports margin recovery and reinvestment capacity, and provides a firmer base for multi-quarter earnings stability if maintained.
Negative Factors
Negative FCF growth
A ~48% decline in FCF growth despite good conversion rates signals weakening cash momentum and potential working-capital or timing issues. Slowing FCF growth constrains reinvestment, debt reduction and shareholder returns, reducing financial runway over several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue rebound
A 55% TTM sales rebound indicates meaningful demand recovery and restores scale. Sustained higher revenue improves fixed-cost absorption, supports margin recovery and reinvestment capacity, and provides a firmer base for multi-quarter earnings stability if maintained.
Read all positive factors
Direct Marketing MiX Inc. (7354) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥13.01B
Dividend Yield1.51%
Average Volume (3M)185.18K
Price to Earnings (P/E)8.6
Beta (1Y)1.18
Revenue Growth8.71%
EPS Growth73.66%
CountryJP
Employees711
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)31.58
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. engages in the marketing, consulting, temporary staffing, and business process outsourcing businesses. The company was incorporated in 2017 and is based in Osaka, Japan....
Direct Marketing MiX Inc. Financial Statement Overview
Summary
Income Statement
66
Positive
Balance Sheet
73
Positive
Cash Flow
61
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 22.82B | 22.69B | 20.95B | 26.85B | 34.67B | 30.29B |
| Gross Profit | 2.36B | 2.21B | 15.52B | 20.08B | 26.67B | 23.92B |
| EBITDA | 3.67B | 3.50B | 3.16B | 3.09B | 7.20B | 5.82B |
| Net Income | 1.46B | 1.34B | 834.30M | 310.01M | 3.80B | 3.22B |
Balance Sheet | ||||||
| Total Assets | 27.00B | 27.42B | 26.02B | 27.44B | 31.64B | 27.96B |
| Cash, Cash Equivalents and Short-Term Investments | 4.87B | 5.52B | 5.17B | 4.46B | 7.61B | 5.07B |
| Total Debt | 5.97B | 6.37B | 6.76B | 6.93B | 6.64B | 7.58B |
| Total Liabilities | 12.15B | 12.54B | 12.27B | 14.36B | 16.06B | 16.37B |
| Stockholders Equity | 14.85B | 14.88B | 13.76B | 13.09B | 15.59B | 11.60B |
Cash Flow | ||||||
| Free Cash Flow | 2.41B | 2.42B | 1.88B | 1.48B | 4.69B | 3.31B |
| Operating Cash Flow | 2.80B | 2.80B | 2.00B | 1.61B | 5.12B | 4.14B |
| Investing Cash Flow | -1.84B | -1.85B | -101.50M | -1.23B | -768.59M | -1.43B |
| Financing Cash Flow | -1.13B | -597.69M | -1.19B | -3.53B | -1.81B | -1.34B |
Direct Marketing MiX Inc. Technical Analysis
Negative
291.00
Price Trends
300.06
Negative
306.56
Negative
294.03
Negative
Market Momentum
-9.89
Positive
36.89
Neutral
38.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7354, the sentiment is Negative. The current price of 291 is above the 20-day moving average (MA) of 288.00, below the 50-day MA of 300.06, and below the 200-day MA of 294.03, indicating a bearish trend. The MACD of -9.89 indicates Positive momentum. The RSI at 36.89 is Neutral, neither overbought nor oversold. The STOCH value of 38.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥20.11B | 17.05 | ― | 9.87% | 9.99% | 34.81% | |
66 Neutral | ¥16.88B | 6.65 | ― | 2.01% | 4.60% | 6.55% | |
65 Neutral | ¥13.01B | 8.61 | ― | 1.51% | 8.71% | 73.66% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
54 Neutral | ¥15.45B | -13.12 | ― | 7.85% | -38.96% | -127.02% | |
53 Neutral | ¥11.86B | 4.60 | ― | 2.19% | 14.95% | 284.56% | |
50 Neutral | ¥11.82B | 7.83 | ― | ― | 4.27% | 3453.18% |
* Communication Services Sector Average
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Direct Marketing MiX Inc. Corporate Events
Direct Marketing MiX Outlines Q1 FY2026 Results and Growth Strategy
May 15, 2026
Direct Marketing MiX Inc. released its financial results briefing outline for the first quarter of fiscal year ending December 2026, signaling continued emphasis on comprehensive marketing and sales solutions. The materials highlight its business ...
Direct Marketing MiX Lifts Q1 Profit and Confirms Strong 2026 Outlook
May 15, 2026
Direct Marketing MiX Inc. reported consolidated revenue of ¥6.11 billion for the three months ended March 31, 2026, up 2.1% year on year, with operating profit rising 23.9% to ¥925 million and profit attributable to owners of the parent ...
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...
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.