MINKABU THE INFONOID, INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 1,213 JPY | -5.53% |
|
-12.92% | -19.46% |
| May. 20 | Minkabu The Infonoid Books Extraordinary Losses Fiscal 2024 | MT |
| May. 14 | MINKABU THE INFONOID, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024 | CI |
Valuation
| Fiscal Period: March | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Capitalization 1 | 10,906 | 60,936 | 43,243 | 29,164 | 19,238 | - | - |
| Enterprise Value (EV) 1 | 10,450 | 61,263 | 41,172 | 32,220 | 24,089 | 19,238 | 19,238 |
| P/E ratio | 24.4 x | 108 x | 61.4 x | 40.1 x | -20.4 x | 25.6 x | 20.3 x |
| Yield | 1.9% | 0.41% | 0.83% | 1.33% | 1.62% | 2.02% | 2.49% |
| Capitalization / Revenue | 3.91 x | 14.7 x | 7.89 x | 4.27 x | 2.43 x | 1.56 x | 1.45 x |
| EV / Revenue | 3.91 x | 14.7 x | 7.89 x | 4.27 x | 2.43 x | 1.56 x | 1.45 x |
| EV / EBITDA | - | - | 28,086,931 x | 28,608,311 x | - | - | - |
| EV / FCF | 100 x | 249 x | -606 x | -6.34 x | 30 x | 24.2 x | 16.6 x |
| FCF Yield | 1% | 0.4% | -0.16% | -15.8% | 3.34% | 4.13% | 6.03% |
| Price to Book | 3.29 x | 15.6 x | 5.89 x | 3.76 x | 3.9 x | - | - |
| Nbr of stocks (in thousands) | 12,983 | 13,818 | 14,906 | 14,971 | 14,983 | - | - |
| Reference price 2 | 840.0 | 4,410 | 2,901 | 1,948 | 1,284 | 1,284 | 1,284 |
| Announcement Date | 5/12/20 | 5/14/21 | 5/12/22 | 5/15/23 | 5/20/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net sales 1 | 2,790 | 4,158 | 5,482 | 6,836 | 9,920 | 12,300 | 13,300 |
| EBITDA | - | - | 1,540 | 1,019 | - | - | - |
| EBIT 1 | 523 | 759 | 874.7 | 111 | -699 | 1,100 | 1,500 |
| Operating Margin | 18.75% | 18.25% | 15.95% | 1.62% | -7.05% | 8.94% | 11.28% |
| Earnings before Tax (EBT) | 494 | 740 | 829 | 1,246 | -1,189 | - | - |
| Net income 1 | 447 | 564 | 696 | 726 | -1,180 | 750 | 950 |
| Net margin | 16.02% | 13.56% | 12.7% | 10.62% | -11.9% | 6.1% | 7.14% |
| EPS 2 | 34.38 | 40.97 | 47.26 | 48.60 | -78.84 | 50.10 | 63.40 |
| Free Cash Flow 1 | 109 | 245 | -71.31 | -4,598 | 642 | 794 | 1,160 |
| FCF margin | 3.91% | 5.89% | -1.3% | -67.26% | 6.42% | 6.46% | 8.72% |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | 24.38% | 43.44% | - | - | - | 105.87% | 122.11% |
| Dividend per Share 2 | 16.00 | 18.00 | 24.00 | 26.00 | 26.00 | 26.00 | 32.00 |
| Announcement Date | 5/12/20 | 5/14/21 | 5/12/22 | 5/15/23 | 5/20/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2020 S1 | 2021 S1 | 2022 Q2 | 2022 S1 | 2022 Q3 | 2022 Q4 | 2022 S2 | 2023 Q1 | 2023 Q2 | 2023 S1 | 2023 Q3 | 2023 Q4 | 2023 S2 | 2024 Q1 | 2024 Q2 | 2024 S1 | 2024 Q3 | 2024 Q4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | - | 1,766 | 1,300 | 2,427 | 1,187 | 1,868 | 3,055 | 1,380 | 1,460 | 2,840 | 1,445 | 2,551 | 3,996 | 2,243 | 2,256 | 4,499 | 2,627 | 2,794 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBIT 1 | - | 262 | 193 | 304 | 105.6 | 465.1 | 570.4 | 98 | 63.69 | 162.5 | 5 | -56 | -51 | -157.5 | -82.54 | -240 | -79 | -380 |
| Operating Margin | - | 14.84% | 14.85% | 12.53% | 8.89% | 24.9% | 18.67% | 7.1% | 4.36% | 5.72% | 0.35% | -2.2% | -1.28% | -7.02% | -3.66% | -5.33% | -3.01% | -13.6% |
| Earnings before Tax (EBT) | - | 249 | - | 265 | 101 | - | - | 25 | - | 56 | -196 | - | - | -178 | - | -253 | -100 | - |
| Net income 1 | - | 131 | - | 149 | 54 | - | - | 1 | - | 5 | -239 | - | - | -164.6 | -58.44 | -223 | 19 | -976 |
| Net margin | - | 7.42% | - | 6.14% | 4.55% | - | - | 0.07% | - | 0.18% | -16.54% | - | - | -7.34% | -2.59% | -4.96% | 0.72% | -34.93% |
| EPS | - | 9.540 | - | 10.28 | 3.610 | - | - | 0.0900 | - | 0.3500 | -16.08 | - | - | -10.99 | - | -14.94 | 1.310 | - |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 10/29/19 | 11/4/20 | 11/11/21 | 11/11/21 | 2/14/22 | 5/12/22 | 5/12/22 | 8/9/22 | 11/11/22 | 11/11/22 | 2/14/23 | 5/15/23 | 5/15/23 | 8/14/23 | 11/14/23 | 11/14/23 | 2/13/24 | 5/20/24 |
1JPY in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net Debt | - | 327 | - | 3,056 | - | - | - |
| Net Cash position | 456 | - | 2,070 | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | 2.998 x | - | - | - |
| Free Cash Flow 1 | 109 | 245 | -71.3 | -4,598 | 642 | 794 | 1,160 |
| ROE (net income / shareholders' equity) | 12.7% | 15.2% | 12.4% | 9.6% | -12.2% | 10.8% | 12.8% |
| ROA (Net income/ Total Assets) | - | 11.4% | 9.89% | 5.53% | -5.04% | 6.6% | 8.8% |
| Assets 1 | - | 4,939 | 7,038 | 13,139 | 23,430 | 11,364 | 10,795 |
| Book Value Per Share | 256.0 | 283.0 | 493.0 | 518.0 | 412.0 | - | - |
| Cash Flow per Share 2 | 58.50 | 72.60 | 86.20 | 99.40 | -18.00 | 130.0 | 157.0 |
| Capex 1 | 606 | 668 | 972 | 1,114 | 1,000 | 1,100 | 1,200 |
| Capex / Sales | 21.72% | 16.07% | 17.73% | 16.3% | 10% | 8.94% | 9.02% |
| Announcement Date | 5/12/20 | 5/14/21 | 5/12/22 | 5/15/23 | 5/20/24 | - | - |
1JPY in Million2JPY
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
2
Last Close Price
1,284
JPY
Average target price
1,500
JPY
Spread / Average Target
+16.82%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -19.46% | 123M | |
| +3.80% | 12.7B | |
| +2.79% | 1.88B | |
| -12.87% | 1.79B | |
| -24.32% | 767M | |
| +14.24% | 62.92M |
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- Financials MINKABU THE INFONOID, Inc.