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Link-U Group Inc.
(4446)
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Rating:48Neutral
Price Target:
¥686.00
▼(-20.88% Downside)
Action:Reiterated
Date:09/19/26
The score is primarily constrained by weak financial quality (2026 net loss, margin pressure, and higher leverage) and bearish technical signals (below key moving averages with negative MACD). Improved operating and free cash flow partially offsets these risks, but valuation remains challenged due to negative earnings and no stated dividend yield.
Positive Factors
Multi-year Revenue Expansion
Revenue expansion across the multi-year period indicates that Link-U has materially increased its business scale and market reach. A larger revenue base can support operating leverage, broaden investment capacity, and provide a stronger platform for rebuilding profitability over the next several quarters.
Negative Factors
Net Loss and Margin Compression
The shift to a substantial net loss, alongside lower operating and gross margins, indicates that revenue growth is not currently translating into resilient earnings. Continued margin pressure could restrict reinvestment, weaken financial flexibility, and make future profitability more dependent on an operational turnaround.
Read all positive and negative factors
Positive Factors
Negative Factors
Multi-year Revenue Expansion
Revenue expansion across the multi-year period indicates that Link-U has materially increased its business scale and market reach. A larger revenue base can support operating leverage, broaden investment capacity, and provide a stronger platform for rebuilding profitability over the next several quarters.
Read all positive factors
Link-U Group Inc. (4446) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥9.82B
Dividend YieldN/A
Average Volume (3M)232.09K
Price to Earnings (P/E)―
Beta (1Y)1.38
Revenue Growth-0.72%
EPS Growth-474.84%
CountryJP
Employees193
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)-39.15
Shares Outstanding14,176,500
10 Day Avg. Volume82,490
30 Day Avg. Volume232,093
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)5.09
Price to Sales (P/S)2.43
P/FCF Ratio32.33
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
Link-U Group Inc. Business Overview & Revenue Model
Company Description
Link-U Group Inc. engages in the internet service business in Japan. The company develops and operates manga apps. It is also involved in the provision of marketing services; planning, management, and consulting for promotions using Vtubers and st...
Link-U Group Inc. Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
58
Neutral
Cash Flow
63
Positive
| Breakdown | Jul 2026 | Jul 2025 | Jul 2024 | Jul 2023 | Jul 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 4.80B | 4.84B | 3.67B | 3.13B | 2.28B |
| Gross Profit | 2.45B | 2.31B | 2.11B | 1.69B | 1.33B |
| EBITDA | 675.89M | 505.14M | 615.81M | 546.39M | 212.37M |
| Net Income | -554.82M | 147.99M | 157.36M | 204.26M | 33.85M |
Balance Sheet | |||||
| Total Assets | 4.87B | 5.89B | 5.17B | 4.10B | 2.86B |
| Cash, Cash Equivalents and Short-Term Investments | 953.51M | 1.65B | 1.91B | 1.76B | 923.96M |
| Total Debt | 1.49B | 1.98B | 894.77M | 684.70M | 0.00 |
| Total Liabilities | 2.58B | 3.26B | 2.29B | 1.79B | 729.84M |
| Stockholders Equity | 2.29B | 2.59B | 2.59B | 2.27B | 2.06B |
Cash Flow | |||||
| Free Cash Flow | 360.78M | 150.20M | 213.67M | 383.42M | 43.77M |
| Operating Cash Flow | 677.14M | 222.56M | 264.32M | 401.47M | 74.06M |
| Investing Cash Flow | -954.02M | -112.81M | -30.46M | -193.35M | -104.56M |
| Financing Cash Flow | -429.38M | -362.03M | -86.44M | 557.80M | -139.66M |
Link-U Group Inc. Technical Analysis
Negative
867.00
Price Trends
775.40
Negative
770.78
Negative
851.12
Negative
Market Momentum
-19.88
Negative
44.23
Neutral
76.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4446, the sentiment is Negative. The current price of 867 is above the 20-day moving average (MA) of 700.65, above the 50-day MA of 775.40, and above the 200-day MA of 851.12, indicating a bearish trend. The MACD of -19.88 indicates Negative momentum. The RSI at 44.23 is Neutral, neither overbought nor oversold. The STOCH value of 76.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4446.
Link-U Group Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥25.31B | 18.18 | ― | 0.87% | 40.53% | 32.41% | |
80 Outperform | ¥20.73B | 19.88 | ― | 3.32% | -2.50% | -17.10% | |
79 Outperform | ¥21.84B | 11.70 | ― | 3.72% | 7.78% | 9.63% | |
63 Neutral | ¥14.54B | 19.39 | ― | ― | 14.06% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
61 Neutral | ¥6.23B | 16.68 | ― | ― | 23.50% | 2.72% | |
48 Neutral | ¥9.82B | -17.70 | ― | ― | -0.72% | -474.84% |
* Technology Sector Average
JP:4446
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Link-U Group Inc. Corporate Events
Link-U Group to Merge Two Subsidiaries in Drive for Greater Efficiency
Oct 28, 2026
Link-U Group Inc. has approved an absorption-type merger between two wholly owned subsidiaries, with Viewn Corp. set to absorb Link-U Products Inc. effective January 1, 2027, consolidating their content distribution and alliance-related operations...
Link-U Completes Third-Party Allotment to Crunchyroll, Nearly Doubling Capital
Oct 8, 2026
Link-U Group Inc. has completed payment for a third-party allotment of new shares to Crunchyroll K.K., issuing 1,071,900 common shares at JPY 856 each. The transaction raises approximately JPY 917.5 million, with equal increases of about JPY 458.8...
Link-U Group Reshapes Board, Adds Crunchyroll Executive as Outside Director
Sep 29, 2026
Link-U Group Inc. has announced planned changes to its board of directors and executive officer lineup, subject to approval at its 13th Annual General Meeting of Shareholders on October 28, 2026. Representative Director, President and Group CEO Yu...
Link-U Group Unveils FY2026 Results and Medium-Term Plan Through 2030
Sep 14, 2026
Link-U Group Inc. released financial results presentation materials for the fourth quarter of fiscal year 2026 alongside documents outlining its Medium-Term Management Plan 2030, covering fiscal years 2027 to 2030. The materials highlight recent d...
Link-U Group Swings to Loss but Projects Profit Recovery in 2027
Sep 14, 2026
Link-U Group Inc. reported flat revenue of ¥4.8 billion for the fiscal year ended July 31, 2026, but swung to a loss, posting an operating loss of ¥382 million and a net loss attributable to owners of the parent of ¥554 million, ver...
Link-U Raises Capital from Crunchyroll to Accelerate Global Manga Expansion
Sep 14, 2026
Link-U Group Inc., a Japanese digital content and manga distribution specialist, is sharpening its focus on global IP monetization as part of its Medium-Term Management Plan 2030. The company is building out overseas manga platforms and localizati...
Link-U Books ¥745 Million Goodwill Impairment, Swings to Full-Year Loss
Sep 14, 2026
Link-U Group Inc. reported a significant impairment loss of ¥745 million on goodwill related to its subsidiary Romanz Inc., after the unit failed to meet earnings expectations due to reduced transactions with major marketing clients. This non...
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.