Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2491.T
HOLDREMOVEValueCommerce Co., Ltd. · Communication Services · Japan · $65M · Avg Vol: $966K/d
An internet marketing and e-commerce service provider in Japan that lacks global scale, pricing power, or alignment with our core structural macro themes.
COMPANY DESCRIPTION
ValueCommerce Co., Ltd. is an affiliate marketing and e-commerce marketing solutions provider, majority-owned by LY Corporation. The company's primary competitive moat is its exclusive access and deep integration within the Yahoo! Japan Shopping and PayPay Mall ecosystems. It is a high-margin, cash-generative ad-tech player with a highly secure position in the SoftBank group ecosystem.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 223M | 184M | 190M | 151M | -12.2% |
| EPS | 0.63 | 1.12 | 0.66 | — | 0.14 | -31.3% |
| Shares | — | 34M | 34M | 34M | 34M | 0.0% |
| Debt | — | 46M | 37M | 42M | 25M | -18.7% |
| Equity | — | 130M | 140M | 80M | 76M | -16.4% |
| Op CF | — | 42M | 22M | 22M | 12M | -34.3% |
| Inv CF | — | -2M | -3M | -4M | -9M | — |
| Fin CF | — | -11M | -11M | -78M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 2491.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2491.T | ValueCommerce Co., Ltd.(you) | $65M | 58 | HOLD |
| 6533.T | Orchestra Holdings Inc. | $60M | 59 | HOLD |
| 4286.T | CL Holdings Inc. | $75M | 57 | HOLD |
| 6094.T | FreakOut Holdings, inc. | $72M | 56 | HOLD |
| 6045.T | Rentracks CO.,LTD. | $74M | 60 | HOLD |
| 9554.T | AViC Co., Ltd. | $61M | 54 | HOLD |
| 378A.T | HIT CO LTD | $96M | 58 | HOLD |
| 7068.T | Feedforce Group Inc. | $73M | 50 | HOLD |
| 7095.T | Macbee Planet, Inc. | $90M | 62 | HOLD |
| 3675.T | Cross Marketing Group Inc. | $69M | 73 | BUY |
Peer medians: ROE 11.6% · P/E 14.8x · Gross margin 44.7%