CyberAgent, Inc.

Report azionario TSE:4751

Capitalizzazione di mercato: JP¥712.5b

CyberAgent Performance degli utili passati

Criteri Il passato verificati 5/6

Gli utili di CyberAgent sono diminuiti a un tasso medio annuo di -1.3%, mentre il settore Media ha visto gli utili crescere a un tasso medio annuo di 7.1%. I ricavi sono cresciuti crescere a un tasso medio annuo di 7.7%. Il ritorno sul capitale proprio di CyberAgent è 20.3% e ha margini netti di 4.6%.

Informazioni chiave

-1.34%

Tasso di crescita degli utili

-1.45%

Tasso di crescita dell'EPS

Media Crescita del settore9.30%
Tasso di crescita dei ricavi7.67%
Rendimento del capitale proprio20.26%
Margine netto4.63%
Prossimo aggiornamento sugli utili07 Aug 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Nov 23

We Think CyberAgent's (TSE:4751) Robust Earnings Are Conservative

CyberAgent, Inc.'s ( TSE:4751 ) earnings announcement last week was disappointing for investors, despite the decent...

Recent updates

Aggiornamento della narrazione May 26

4751: Earnings Outlook And Upcoming Board Decisions Will Support Future Shareholder Value

Analysts have nudged their price target for CyberAgent up slightly from ¥1,823.75 to ¥1,841.25, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels as the key drivers of the change. What's in the News CyberAgent scheduled a board meeting for May 15, 2026 to address a notice of change in a specified subsidiary related to a capital increase.
Articolo di analisi May 17

CyberAgent, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

CyberAgent, Inc. ( TSE:4751 ) just released its interim report and things are looking bullish. It was overall a...
Aggiornamento della narrazione May 08

4751: Higher Profitability Assumptions Will Support Stronger Future Shareholder Returns

Analysts have lifted CyberAgent's price target from ¥2,200 to about ¥2,282, citing updated assumptions for revenue growth, profit margins, a slightly higher discount rate, and a modestly lower future P/E. Valuation Changes Fair Value: Adjusted from ¥2,200 to about ¥2,282, a small upward move in the modelled estimate.
Aggiornamento della narrazione Apr 22

4751: Earnings Outlook And Margin Improvement Will Support Future Shareholder Value Creation

Analysts have adjusted their price target on CyberAgent slightly lower from ¥1,842.50 to ¥1,823.75, reflecting updated assumptions around modest revenue growth, a small improvement in profit margin, and a marginally lower future P/E multiple. Valuation Changes Fair Value: Reduced slightly from ¥1,842.50 to ¥1,823.75.
Aggiornamento della narrazione Apr 08

4751: Higher Revenue Assumptions And Profitability Will Support Future Shareholder Returns

Analysts now set a refreshed price target of ¥2,200 for CyberAgent, up from ¥2,183.72, citing updated assumptions for revenue growth, profit margins, and the stock's forward P/E. Valuation Changes Fair Value: revised slightly higher from ¥2,183.72 to ¥2,200.00.
Aggiornamento della narrazione Mar 25

4751: Restricted Stock Remuneration And Earnings Outlook Will Support Future Shareholder Value Creation

Analysts have slightly raised their price target on CyberAgent to ¥1,842.50 from ¥1,836.25, citing updated assumptions on revenue growth, profit margins, and a modestly lower forward P/E multiple. Valuation Changes Fair Value: The target fair value has been adjusted slightly higher to ¥1,842.50 from ¥1,836.25.
Aggiornamento della narrazione Mar 11

4751: Restricted Stock Remuneration Will Support Future Shareholder Value Creation

Analysts have reduced their price target on CyberAgent from ¥1,970.59 to ¥1,836.25, reflecting updated assumptions regarding revenue growth, profitability, discount rate, and a slightly lower future P/E multiple. Valuation Changes Fair Value: Reduced from ¥1,970.59 to ¥1,836.25, a modest cut of around 6.8%.
Aggiornamento della narrazione Feb 24

4751: Higher Margins And Lower Risk Will Support Undervalued Share Performance

Analysts have nudged their fair value estimate for CyberAgent up from ¥1,450 to ¥1,490, citing updated assumptions for revenue growth, profit margins, and a revised future P/E multiple. Valuation Changes Fair Value: raised slightly from ¥1,450 to ¥1,490, a modest upward adjustment in the intrinsic estimate.
Articolo di analisi Feb 10

Results: CyberAgent, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

CyberAgent, Inc. ( TSE:4751 ) just released its quarterly report and things are looking bullish. It was overall a...
Aggiornamento della narrazione Feb 09

4751: Dividend Outlook And Governance Reforms Will Support Future Shareholder Returns

Analysts have reduced their fair value estimate for CyberAgent from ¥2,340.45 to ¥2,183.72 as they recalibrate assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News CyberAgent issued consolidated earnings guidance for the fiscal year ending September 30, 2026, with expected net sales of ¥880,000m, operating income of ¥50,000m to ¥60,000m, net income attributable to owners of the parent of ¥25,000m to ¥30,000m, and basic EPS of ¥49.33 to ¥59.19 (company guidance).
Aggiornamento della narrazione Jan 26

4751: Future Governance Changes And Rising Dividends Will Support Balanced Performance

Analysts have maintained their price target for CyberAgent at ¥1,450, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and forward P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News Board meeting on November 14, 2025 to review a proposed restricted stock remuneration system, partial amendments to the Articles of Incorporation, and changes in representative directors (Key Developments).
Articolo di analisi Jan 24

We Think CyberAgent (TSE:4751) Can Manage Its Debt With Ease

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento della narrazione Jan 11

4751: Future Profitability Reset Will Underpin Upcoming Dividend And Governance Changes

Analysts now set their fair value estimate for CyberAgent at ¥2,340, down from ¥2,400. They cite updated assumptions on revenue growth, profit margins and future P/E as the main drivers behind the adjustment.
Articolo di analisi Dec 27

CyberAgent, Inc. (TSE:4751) Not Flying Under The Radar

CyberAgent, Inc.'s ( TSE:4751 ) price-to-earnings (or "P/E") ratio of 21.5x might make it look like a sell right now...
Aggiornamento della narrazione Dec 26

4751: Future Dividend Increases And Governance Changes Will Support Balanced Share Performance

Analysts have reaffirmed their price target for CyberAgent at ¥1,450, citing slightly stronger long term revenue growth and marginally improved profit margin expectations that offset a modest decrease in projected future P E multiples. What's in the News Board meeting scheduled for November 14, 2025, to consider introducing a restricted stock remuneration system, partially amending the Articles of Incorporation, and changing representative directors (Board Meeting) Resolution to propose amendments at the December 12, 2025, shareholders meeting to broaden business scope, support entry into new businesses, renumber related articles, and formally establish the position of Chairman (Changes in Company Bylaws/Rules) Issued consolidated earnings guidance for fiscal year ending September 30, 2026, targeting net sales of JPY 880,000 million and operating income of JPY 50,000 million to JPY 60,000 million (Corporate Guidance: New/Confirmed) Announced dividend increase to JPY 17.00 per share for fiscal 2025, with a further planned rise to JPY 19.00 per share for fiscal 2026 (Dividend Increases) Valuation Changes Consensus Analyst Price Target unchanged at ¥1,450, indicating no revision to fair value assumptions.
Aggiornamento della narrazione Dec 12

4751: Future Earnings Multiple Expansion Will Drive Stronger Share Price Potential

Analysts have raised their price target on CyberAgent from ¥1,244.74 to ¥1,450.00, citing expectations for stronger revenue growth potential, a slightly lower discount rate, and a higher future price-to-earnings multiple, despite some compression in projected profit margins. What's in the News The Board of Directors scheduled a November 14, 2025 meeting to review a new restricted stock remuneration system, proposed amendments to the Articles of Incorporation, and planned changes in representative directors (company announcement).
Aggiornamento della narrazione Nov 28

4751: Restricted Stock Remuneration Will Unlock Shareholder Value After Board Review

Analysts have reduced their price target for CyberAgent from ¥2,012.94 to ¥1,970.59, citing tempered expectations for revenue growth and profit margins. What's in the News An upcoming board meeting is scheduled for November 14, 2025.
Articolo di analisi Nov 23

We Think CyberAgent's (TSE:4751) Robust Earnings Are Conservative

CyberAgent, Inc.'s ( TSE:4751 ) earnings announcement last week was disappointing for investors, despite the decent...
Articolo di analisi Nov 18

CyberAgent, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for CyberAgent, Inc. ( TSE:4751 ), who've watched their investment drop 11% to JP¥1,370 in the...
Articolo di analisi Oct 27

Here's What's Concerning About CyberAgent's (TSE:4751) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Articolo di analisi Oct 10

Estimating The Fair Value Of CyberAgent, Inc. (TSE:4751)

Key Insights The projected fair value for CyberAgent is JP¥1,485 based on 2 Stage Free Cash Flow to Equity Current...
Aggiornamento della narrazione Sep 28

Expanding Anime Production And New Game Releases Will Drive Future Profitability

The upward revision in CyberAgent’s consensus analyst price target primarily reflects improved revenue growth forecasts, while profitability metrics remain stable, resulting in a new fair value of ¥2013. What's in the News CyberAgent established CA Startups Internet Fund No. 4, with a maximum fund size of JPY 5 billion, focusing on digital and digital transformation sectors domestically and internationally; CyberAgent will invest over 10% of its capital stock in this fund, making it a specified subsidiary.
Articolo di analisi Sep 25

CyberAgent (TSE:4751) Seems To Use Debt Rather Sparingly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Aggiornamento della narrazione Sep 13

Expanding Anime Production And New Game Releases Will Drive Future Profitability

CyberAgent’s consensus price target was raised modestly to ¥1953, as a minor increase in the forward P/E multiple outweighed stable revenue growth expectations. What's in the News CyberAgent established CA Startups Internet Fund No. 4, focusing on domestic and international digital and DX sectors, with a maximum fund size of JPY 5 billion; CyberAgent invests 99.8% as limited partner.
Articolo di analisi Aug 29

CyberAgent, Inc.'s (TSE:4751) P/E Still Appears To Be Reasonable

CyberAgent, Inc.'s ( TSE:4751 ) price-to-earnings (or "P/E") ratio of 35.5x might make it look like a strong sell right...
Aggiornamento della narrazione Aug 27

Expanding Anime Production And New Game Releases Will Drive Future Profitability

The slight upward revision in CyberAgent's analyst price target to ¥1870 reflects modest improvement in net profit margin, while future P/E remained stable. What's in the News CyberAgent established CA Startups Internet Fund No. 4, a JPY 5 billion venture fund focused on domestic and international digital and digital transformation sectors, with the company investing over 10% of its capital stock; CyberAgent Capital, a consolidated subsidiary, will operate as general partner.
Articolo di analisi Aug 12

CyberAgent, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

TSE:4751 1 Year Share Price vs Fair Value Explore CyberAgent's Fair Values from the Community and select yours It's...
Articolo di analisi Jul 30

CyberAgent (TSE:4751) Is Increasing Its Dividend To ¥17.00

CyberAgent, Inc.'s ( TSE:4751 ) dividend will be increasing from last year's payment of the same period to ¥17.00 on...
Articolo di analisi Jul 16

CyberAgent (TSE:4751) Has Announced That It Will Be Increasing Its Dividend To ¥17.00

CyberAgent, Inc. ( TSE:4751 ) will increase its dividend from last year's comparable payment on the 16th of December to...
Articolo di analisi Jul 02

CyberAgent (TSE:4751) Is Increasing Its Dividend To ¥17.00

CyberAgent, Inc. ( TSE:4751 ) will increase its dividend from last year's comparable payment on the 16th of December to...
Articolo di analisi Jun 21

The Returns On Capital At CyberAgent (TSE:4751) Don't Inspire Confidence

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Articolo di analisi May 20

Results: CyberAgent, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

It's been a pretty great week for CyberAgent, Inc. ( TSE:4751 ) shareholders, with its shares surging 12% to JP¥1,410...
Articolo di analisi May 19

CyberAgent (TSE:4751) Is Paying Out A Larger Dividend Than Last Year

CyberAgent, Inc. ( TSE:4751 ) will increase its dividend from last year's comparable payment on the 16th of December to...
Articolo di analisi May 16

CyberAgent, Inc.'s (TSE:4751) 31% Jump Shows Its Popularity With Investors

CyberAgent, Inc. ( TSE:4751 ) shareholders would be excited to see that the share price has had a great month, posting...
Articolo di analisi Apr 08

Here's Why CyberAgent (TSE:4751) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Mar 21

CyberAgent, Inc.'s (TSE:4751) Intrinsic Value Is Potentially 96% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, CyberAgent fair value estimate is JP¥2,425 CyberAgent's...
Articolo di analisi Mar 06

The Returns On Capital At CyberAgent (TSE:4751) Don't Inspire Confidence

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Articolo di analisi Feb 18

CyberAgent, Inc. (TSE:4751) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 26.9x CyberAgent, Inc. ( TSE:4751 ) may be sending very bearish signals at...
Articolo di analisi Feb 01

Earnings Beat: CyberAgent, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for CyberAgent, Inc. ( TSE:4751 ) shareholders, because the company has just released its latest...
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Nuova narrazione Dec 26

ABEMA's Media Growth, AI Advancements, And Gaming Hits Drive Profit Surge

Investments in AI and ABEMA initiatives may boost revenue, profitability, and operational margins long-term.
Articolo di analisi Nov 22

CyberAgent (TSE:4751) Is Reinvesting At Lower Rates Of Return

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi Nov 06

Statutory Profit Doesn't Reflect How Good CyberAgent's (TSE:4751) Earnings Are

CyberAgent, Inc. ( TSE:4751 ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Articolo di analisi Nov 01

Earnings Miss: CyberAgent, Inc. Missed EPS By 10.0% And Analysts Are Revising Their Forecasts

Investors in CyberAgent, Inc. ( TSE:4751 ) had a good week, as its shares rose 2.9% to close at JP¥1,019 following the...
Articolo di analisi Oct 24

These 4 Measures Indicate That CyberAgent (TSE:4751) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Oct 09

CyberAgent, Inc.'s (TSE:4751) Intrinsic Value Is Potentially 43% Above Its Share Price

Key Insights CyberAgent's estimated fair value is JP¥1,439 based on 2 Stage Free Cash Flow to Equity CyberAgent's...
Articolo di analisi Sep 04

CyberAgent, Inc. (TSE:4751) Looks Just Right With A 28% Price Jump

CyberAgent, Inc. ( TSE:4751 ) shareholders would be excited to see that the share price has had a great month, posting...
Articolo di analisi Aug 18

CyberAgent's (TSE:4751) Returns On Capital Not Reflecting Well On The Business

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi Aug 03

CyberAgent, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Last week, you might have seen that CyberAgent, Inc. ( TSE:4751 ) released its quarterly result to the market. The...
Articolo di analisi Jul 16

Here's Why CyberAgent (TSE:4751) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi May 01

Solid Earnings Reflect CyberAgent's (TSE:4751) Strength As A Business

CyberAgent, Inc. ( TSE:4751 ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Articolo di analisi Apr 27

CyberAgent, Inc. Just Beat EPS By 22%: Here's What Analysts Think Will Happen Next

A week ago, CyberAgent, Inc. ( TSE:4751 ) came out with a strong set of half-yearly numbers that could potentially lead...
Articolo di analisi Mar 19

Earnings Tell The Story For CyberAgent, Inc. (TSE:4751)

With a price-to-earnings (or "P/E") ratio of 54.6x CyberAgent, Inc. ( TSE:4751 ) may be sending very bearish signals at...
Articolo di analisi Mar 01

Here's What's Concerning About CyberAgent's (TSE:4751) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...

Ripartizione dei ricavi e delle spese

Come CyberAgent guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

TSE:4751 Ricavi, spese e utili (JPY Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26931,40043,140204,1540
31 Dec 25902,56539,058198,4480
30 Sep 25874,03031,667192,5480
30 Jun 25852,03424,186192,2930
31 Mar 25815,00622,735181,8920
31 Dec 24814,18322,209181,2230
30 Sep 24801,23615,977179,2790
30 Jun 24783,06215,763174,4850
31 Mar 24764,02310,606173,1640
31 Dec 23744,6838,039172,2590
30 Sep 23719,4513,540169,2960
30 Jun 23710,4385,426165,1960
31 Mar 23710,6037,785163,5300
31 Dec 22706,25611,419157,1090
30 Sep 22709,92322,901150,9530
30 Jun 22713,29927,977147,5350
31 Mar 22733,84444,703139,8340
31 Dec 21706,22544,403133,4040
30 Sep 21666,14941,242127,6970
30 Jun 21607,55033,732120,2040
31 Mar 21528,17015,501113,1540
31 Dec 20493,8598,041109,3450
30 Sep 20478,5266,567106,7680
30 Jun 20469,4675,797102,0420
31 Mar 20470,2805,367101,7910
31 Dec 19458,4372,23499,8690
30 Sep 19453,6111,694102,4740
30 Jun 19449,4041,627104,7700
31 Mar 19440,2011,688105,8930
31 Dec 18432,4533,404105,5910
30 Sep 18419,5124,84999,8520
30 Jun 18413,8366,01397,4720
31 Mar 18398,9655,64494,4960
31 Dec 17382,7055,05992,4470
30 Sep 17371,3624,02492,2760
30 Jun 17355,1034,32792,9010
31 Mar 17341,9174,98290,0350
31 Dec 16323,2069,02583,4740
30 Sep 16310,66513,61276,1380
30 Jun 16294,31414,79869,4120
31 Mar 16279,06016,18065,0840
31 Dec 15264,96014,34462,4150
30 Sep 15254,38114,79259,4730
30 Jun 15242,89716,02254,1450

Guadagni di qualità: 4751 ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di 4751 (4.6%) 4751 sono più alti rispetto allo scorso anno (2.8%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di 4751 sono diminuiti del 1.3% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di 4751 nell'ultimo anno ( 89.8% ) supera la media quinquennale ( -1.3% all'anno).

Guadagni vs Settore: La crescita degli utili 4751 nell'ultimo anno ( 89.8% ) ha superato la percentuale del settore Media 28.7%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 20.3% ) di 4751 è considerato alto.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/04 17:05
Prezzo dell'azione a fine giornata2026/06/04 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CyberAgent, Inc. è coperta da 32 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc