Aoba-BBT. Inc. (2464) AI Stock Analysis

Aoba-BBT. Inc.

(TSE/TYO:2464)

Select Model

Rating:70Outperform

Price Target:JPY 382.00▲(7.91% Upside)

Action:upgraded

Date:08/18/26

The overall score of 70 reflects a company with a fortress-like balance sheet and positive technical momentum, balanced against operational headwinds. The primary strength is the company's exceptional financial stability, with almost no debt. This is supported by a bullish technical trend and an attractive valuation with a low P/E and high dividend yield. The main risk is the declining revenue growth and compressed margins highlighted in the income statement, which prevents a higher score.

Positive Factors

Very Low LeverageA conservatively financed balance sheet reduces interest and refinancing risk, giving Aoba-BBT greater resilience during weaker demand. Stable equity of roughly ¥4.6–5.0 billion also provides a durable capital base for maintaining operations and funding future initiatives.

Negative Factors

Recent Revenue ContractionThe return to negative revenue growth in 2026 signals that recent demand or program delivery has softened after several years of expansion. If sustained, slower top-line growth could constrain operating leverage and make it harder to improve profitability.

Aoba-BBT. Inc. (2464) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 4.56B
Dividend Yield: 3.06%
Average Volume (3M): 10.46K
Price to Earnings (P/E): 14.0
Beta (1Y): 0.08
Revenue Growth: -0.65%
EPS Growth: 30.00%
Country: Japan
Employees: 629
Sector: Consumer Defensive
Sector Strength: 62
Industry: Education & Training Services

Aoba-BBT. Inc. Business Overview & Revenue Model

Company Description

Aoba-BBT, Inc. operates in the educational business in Japan. The company is involved in the distance education business; group education business; international school management; content provider business; and planning and production of business an...

How the Company Makes Money

Aoba-BBT. Inc. primarily earns revenue by providing education and training services. Key revenue streams include (1) tuition and program fees paid by individuals for enrollment in its business education programs and courses, and (2) fees paid by corp...

Aoba-BBT. Inc. Financial Statement Overview

Summary

The company's financial health is mixed. A very strong balance sheet (Score 85) with minimal debt provides excellent stability. Cash flow is generally healthy (Score 70) despite some volatility. However, the income statement (Score 55) shows slowing revenue growth and margin compression, which tempers the overall financial performance.

Income Statement

55Neutral

Balance Sheet

85Very Positive

Cash Flow

70Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	7.72B	7.67B	7.70B	7.47B	7.26B	6.76B
Gross Profit	2.81B	2.78B	2.84B	2.75B	2.77B	2.78B
EBITDA	897.68M	836.63M	829.55M	773.83M	729.73M	884.46M
Net Income	324.88M	274.39M	242.70M	242.66M	723.95M	221.69M
Balance Sheet
Total Assets	8.41B	7.37B	7.40B	7.49B	8.62B	8.85B
Cash, Cash Equivalents and Short-Term Investments	4.18B	3.01B	2.77B	2.29B	3.22B	1.64B
Total Debt	81.25M	87.50M	112.50M	137.88M	205.51M	1.90B
Total Liabilities	3.80B	2.68B	2.84B	2.72B	3.61B	4.43B
Stockholders Equity	4.61B	4.69B	4.56B	4.75B	4.98B	4.41B
Cash Flow
Free Cash Flow	0	461.75M	1.03B	-531.74M	1.01B	-12.01M
Operating Cash Flow	0	526.65M	1.10B	-428.19M	1.12B	582.71M
Investing Cash Flow	0	-99.68M	-174.25M	46.62M	2.31B	-1.05B
Financing Cash Flow	0	-179.61M	-449.19M	-547.28M	-1.85B	213.18M

Aoba-BBT. Inc. Technical Analysis

Technical Analysis SentimentNeutral

Last Price354.00

Price Trends

50DMA367.68Negative

100DMA345.49Positive

200DMA339.85Positive

Market Momentum

MACD-1.79Positive

RSI41.04Neutral

STOCH23.81Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2464, the sentiment is Neutral. The current price of 354.00 is below the 20-day moving average (MA) of 364.30, below the 50-day MA of 367.68, and above the 200-day MA of 339.85, indicating a neutral trend. The MACD of -1.79 indicates Positive momentum. The RSI at 41.04 is Neutral, neither overbought nor oversold. The STOCH value of 23.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2464.

Aoba-BBT. Inc. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

JP:2464 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:9560	84Outperform	JPY 13.99B	12.14	―	2.01%	33.05%	27.11%
JP:9339	79Outperform	JPY 3.51B	35.05	―	1.36%	-1.08%	108.06%
JP:9345	74Outperform	JPY 1.91B	10.78	―	2.66%	-2.92%	-20.86%
JP:2464	70Outperform	JPY 5.07B	14.04	―	3.06%	-0.65%	30.00%
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
JP:7353	62Neutral	JPY 3.45B	8.67	―	―	11.12%	64.89%

* Consumer Defensive Sector Average

Performance Comparison

JP:2464 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2464	Aoba-BBT. Inc.	354.00	18.57	5.54%
JP:7353	KIYO Learning Co Ltd	500.00	-293.00	-36.95%
JP:9339	COACH A Co., Ltd.	1426.00	12.48	0.88%
JP:9345	Bizmates,Inc.	558.00	-241.68	-30.22%
JP:9560	PROGRIT, Inc.	1079.00	127.57	13.41%

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.

Date of analysis: Aug 18, 2026

Aoba-BBT. Inc. AI Stock Analysis