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i-mobile Co., Ltd.
(6535)
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Rating:71Outperform
Price Target:
¥537.00
▲(7.40% Upside)
Action:Reiterated
Date:09/11/26
The score is driven primarily by strong financial performance (rapid revenue growth, high profitability, and a debt-free balance sheet) and compelling valuation (low P/E and high dividend yield). These positives are meaningfully tempered by weak technical momentum, with the stock trading below key moving averages and subdued RSI/Stoch readings.
Positive Factors
Accelerating Revenue Growth
Revenue growth has accelerated for several years, indicating stronger demand for the company’s digital advertising and marketing services. Sustained top-line expansion can broaden scale, support reinvestment in optimization capabilities, and strengthen the company’s competitive position over the next several quarters.
Negative Factors
Net Margin Compression
The decline in net margin shows that strong revenue growth has not translated into proportionate bottom-line profitability compared with the 2022 peak. If this compression persists, it could reduce earnings growth, limit the benefit of operating scale, and weaken the company’s ability to compound returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Accelerating Revenue Growth
Revenue growth has accelerated for several years, indicating stronger demand for the company’s digital advertising and marketing services. Sustained top-line expansion can broaden scale, support reinvestment in optimization capabilities, and strengthen the company’s competitive position over the next several quarters.
Read all positive factors
i-mobile Co., Ltd. (6535) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥28.90B
Dividend Yield5.4%
Average Volume (3M)330.47K
Price to Earnings (P/E)9.7
Beta (1Y)0.49
Revenue Growth2.87%
EPS Growth0.74%
CountryJP
Employees215
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)51.65
Shares Outstanding58,147,186
10 Day Avg. Volume370,310
30 Day Avg. Volume330,473
Financial Highlights & Ratios
PEG Ratio19.99
Price to Book (P/B)1.58
Price to Sales (P/S)1.22
P/FCF Ratio6.50
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
i-mobile Co., Ltd. Business Overview & Revenue Model
Company Description
i-mobile Co.,Ltd. engages in the Internet advertising business in Japan. It operates through Consumer Business and Internet Advertising Business segments. The company operates FuruNavi, a hometown tax donation website for local governments; offers...
How the Company Makes Money
i-mobile’s revenue is primarily generated by providing online advertising services: it earns fees from advertisers for delivering ads (e.g., performance-based campaigns such as cost-per-click or cost-per-action and other digital ad placements) and...
i-mobile Co., Ltd. Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
74
Positive
| Breakdown | Jul 2026 | Jul 2025 | Jul 2024 | Jul 2023 | Jul 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 22.15B | 21.53B | 18.73B | 16.43B | 13.93B |
| Gross Profit | 21.63B | 21.27B | 18.45B | 16.22B | 13.75B |
| EBITDA | 4.48B | 4.36B | 3.80B | 3.71B | 3.96B |
| Net Income | 2.89B | 2.96B | 2.42B | 2.40B | 2.68B |
Balance Sheet | |||||
| Total Assets | 36.23B | 27.35B | 24.57B | 21.77B | 18.24B |
| Cash, Cash Equivalents and Short-Term Investments | 22.47B | 20.50B | 18.60B | 16.22B | 14.27B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 19.13B | 11.13B | 8.94B | 7.68B | 4.83B |
| Stockholders Equity | 17.10B | 16.22B | 15.63B | 14.08B | 13.41B |
Cash Flow | |||||
| Free Cash Flow | 4.15B | 4.11B | 3.48B | 4.13B | 3.17B |
| Operating Cash Flow | 7.44B | 4.82B | 3.79B | 4.39B | 3.23B |
| Investing Cash Flow | -2.86B | -3.62B | -747.00M | -378.00M | -234.00M |
| Financing Cash Flow | -1.95B | -2.30B | -683.00M | -2.06B | -4.14B |
i-mobile Co., Ltd. Technical Analysis
Negative
500.00
Price Trends
503.01
Negative
487.89
Positive
489.32
Positive
Market Momentum
-1.08
Positive
47.20
Neutral
71.94
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6535, the sentiment is Negative. The current price of 500 is below the 20-day moving average (MA) of 509.20, below the 50-day MA of 503.01, and above the 200-day MA of 489.32, indicating a neutral trend. The MACD of -1.08 indicates Positive momentum. The RSI at 47.20 is Neutral, neither overbought nor oversold. The STOCH value of 71.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:6535.
i-mobile Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | ¥106.09B | 18.31 | ― | 5.34% | 7.63% | 69.82% | |
71 Outperform | ¥28.90B | 9.68 | ― | 5.40% | 2.87% | 0.74% | |
69 Neutral | ¥638.67B | 14.65 | 22.42% | 1.35% | 13.74% | 77.61% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
60 Neutral | ¥932.18B | -4.49 | -45.87% | 3.87% | 3.87% | 23.48% | |
51 Neutral | ¥15.35B | -5.54 | ― | 6.74% | -55.40% | -157.50% | |
43 Neutral | ¥9.46B | 4.85 | ― | ― | 10.01% | ― |
* Communication Services Sector Average
JP:6535
i-mobile Co., Ltd.
500.00
-121.54
-19.55%
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Septeni Holdings Co., Ltd.
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23.72%
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529.00
0.00
0.00%
i-mobile Co., Ltd. Corporate Events
i-mobile Sets Out New Three-Year Medium-Term Management Plan
Sep 11, 2026
i-mobile Co., Ltd. has unveiled a new medium-term management plan covering fiscal years FY07/27 through FY07/29, signaling its strategic roadmap for the next three years. The plan’s release, initially in Japanese with an English version to f...
i-mobile Raises Year-End Dividend After Record Earnings and Share Buybacks
Sep 10, 2026
i-mobile Co., Ltd. has approved a year-end dividend of 27 yen per share for the fiscal year ended July 31, 2026, matching its prior forecast and exceeding the previous year’s 26 yen. The total cash payout will be 1,487 million yen from retai...
i-mobile Highlights Vision and Mission in FY2026.7 Business Update
Sep 10, 2026
Tokyo-based i-mobile Co., Ltd., listed on the TSE Prime Section under stock code 6535, operates in the internet marketing industry. The company focuses on creating value-added user experiences through digital marketing solutions, guided by a corpo...
i-mobile Posts Steady FY2026 Growth and Lifts Dividend While Eyeing Profit Gains in 2027
Sep 10, 2026
i-mobile reported consolidated net sales of ¥22.1 billion for the fiscal year ended July 31, 2026, up 2.9% year on year, with operating profit rising 1.1% to ¥4.18 billion and ordinary profit growing 5.1% to ¥4.28 billion. Profit at...
i-mobile Finalizes Terms for Fifth Series of Employee Stock Options
Sep 9, 2026
Tokyo-listed i-mobile Co., Ltd. operates in the digital and technology sector, focusing on internet-related services and solutions. The company’s operations rely on executive leadership and employee talent, and it uses equity-based compensat...
i-mobile Finalizes Terms for Third Series of Performance-Linked Stock Options
Sep 9, 2026
i-mobile Co., Ltd. has finalized the terms for issuing its Third Series of Performance-Linked Share Acquisition Rights with monetary consideration to internal stakeholders. The company will allocate 1,400 stock option units to six executive office...
i-mobile secures ¥10bn commitment line to support tax and green energy growth
Aug 31, 2026
Tokyo-based i-mobile Co., Ltd. operates primarily in digital services, with a core focus on its Hometown Tax Donation business that processes growing volumes of municipal donation payments. The company is also expanding into a Green Energy busines...
i-mobile to Cut Hometown Tax Portal Fees Under Government Pressure
Aug 28, 2026
i-mobile has responded to a request from Japan’s Ministry of Internal Affairs and Communications to cut fees on hometown tax donation portal sites, positioning the move as part of its commitment to the system’s sound development and re...
i-mobile Scraps Planned Treasury Share Cancellation to Preserve Capital Flexibility
Aug 24, 2026
Tokyo-listed i-mobile Co., Ltd. operates in the technology and digital services sector, focusing on internet-based solutions and related businesses. The company actively manages its capital structure, including share buybacks and treasury share po...
i-mobile launches new performance-linked stock option program with limited dilution
Aug 24, 2026
i-mobile Co., Ltd. has approved the issuance of its Fifth Series of share acquisition rights as tax-qualified stock options granted without monetary consideration to 29 executive officers and employees, covering up to 295,000 ordinary shares, or a...
I-mobile launches performance-linked stock options to align management with shareholders
Aug 24, 2026
I-mobile Co., Ltd., a Tokyo Stock Exchange-listed provider of internet-related services and advertising solutions, is pursuing sustainable profit growth and corporate value enhancement by reinforcing existing businesses and investing in new growth...
i-mobile Ties Management Incentives to Performance With New Share Acquisition Rights
Aug 24, 2026
i-mobile Co., Ltd. has approved the issuance of a Second Series of share acquisition rights through a third-party allotment to asset manager T-net Co., Ltd., wholly owned by Chairman Toshihiko Tanaka, as part of an incentive structure that require...
i-mobile announces passing of outside director and confirms board remains compliant
Aug 5, 2026
i-mobile Co., Ltd. announced that outside director Satoshi Shima passed away on July 27, 2026, resulting in his immediate retirement from the company’s board. The company expressed deep gratitude for his contributions and extended condolence...
i-mobile Completes ¥502 Million Share Buyback Program
Jul 1, 2026
i-mobile Co., Ltd. has completed a share repurchase program authorized under Article 459 of the Companies Act, acquiring 1,009,700 of its ordinary shares for a total of ¥502,487,200 between June 12 and June 30, 2026. The buyback, executed thr...
i-mobile launches targeted share buyback to boost capital efficiency and governance
Jun 12, 2026
i-mobile Co., Ltd. has repurchased 400,000 of its ordinary shares for approximately 196.8 million yen via the Tokyo Stock Exchange’s off-auction own share repurchase system ToSTNeT-3. The buyback aims to enhance shareholder returns, improve ...
i-mobile Launches Up to ¥700 Million Share Buyback via ToSTNeT-3 and Market Purchases
Jun 11, 2026
i-mobile Co., Ltd. has approved a share repurchase using the Tokyo Stock Exchange’s ToSTNeT-3 off-auction system, placing an order on June 12, 2026, to buy up to 400,000 ordinary shares at the prior day’s closing price of ¥492, fo...
i-mobile to Launch ¥700 Million Share Buyback to Boost Capital Efficiency and Shareholder Returns
Jun 11, 2026
i-mobile Co., Ltd. has approved a share buyback of up to 1.2 million shares, or 2.14% of its outstanding stock excluding treasury shares, with a maximum acquisition cost of ¥700 million between June 12 and June 30, 2026, via ToSTNeT-3 off-auc...
i-mobile Reaffirms Future-Focused Vision Alongside FY2026 Q3 Results
Jun 11, 2026
i-mobile Co., Ltd. has outlined its FY2026 Q3 business results alongside a reaffirmation of its corporate philosophy and vision. The company underscores its mission to continuously create businesses that contribute to the future by improving user ...
i-mobile Posts Higher Sales but Lower Profits, Keeps Full-Year Outlook and Lifts Dividend Forecast
Jun 11, 2026
i-mobile Co., Ltd. reported consolidated net sales of ¥19.2 billion for the nine months ended April 30, 2026, up 3.0% year on year, while operating profit fell 15.0% to ¥3.38 billion and profit attributable to owners of parent declined 1...
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.