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CyberAgent, Inc.TSE:4751 Stock Report

Market Cap JP¥633.6b
Share Price
JP¥1.25k
JP¥1.82k
31.5% undervalued intrinsic discount
1Y-1.1%
7D0.5%
Portfolio Value
View

CyberAgent, Inc.

TSE:4751 Stock Report

Market Cap: JP¥633.6b

CyberAgent (4751) Stock Overview

Engages in the internet advertising business in Japan. More details

4751 fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance4/6
Financial Health5/6
Dividends4/6

4751 Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

CyberAgent, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for CyberAgent
Historical stock prices
Current Share PriceJP¥1,249.50
52 Week HighJP¥1,933.00
52 Week LowJP¥1,204.00
Beta0.56
1 Month Change-4.94%
3 Month Change0.08%
1 Year Change-1.11%
3 Year Change6.70%
5 Year Change-40.47%
Change since IPO741.77%

Recent News & Updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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%.

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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%.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Narrative Update 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).
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Shareholder Returns

4751JP MediaJP Market
7D0.5%1.6%2.9%
1Y-1.1%6.8%39.4%

Return vs Industry: 4751 underperformed the JP Media industry which returned 6.8% over the past year.

Return vs Market: 4751 underperformed the JP Market which returned 39.4% over the past year.

Price Volatility

Is 4751's price volatile compared to industry and market?
4751 volatility
4751 Average Weekly Movement5.5%
Media Industry Average Movement4.9%
Market Average Movement4.9%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 4751 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 4751's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19988,150Susumu Fujitawww.cyberagent.co.jp

CyberAgent, Inc., together with its subsidiaries, engages in the internet advertising business in Japan. It operates through Media Business, Internet Advertising Business, Game Business, Investment Development Business, and Other Businesses segments. The company operates Ameba, a video streaming platform with various channels, including 24-hour news, dramas, romance shows, anime, and sports; and WinTicket for internet betting for sports events, such as horse, bicycle, and auto racing, as well as fan community app development and service management; IP works and content; performance; merchandising; and overseas marketing.

CyberAgent, Inc. Fundamentals Summary

How do CyberAgent's earnings and revenue compare to its market cap?
4751 fundamental statistics
Market capJP¥633.62b
Earnings (TTM)JP¥39.06b
Revenue (TTM)JP¥902.57b
16.2x
P/E Ratio
0.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
4751 income statement (TTM)
RevenueJP¥902.57b
Cost of RevenueJP¥617.52b
Gross ProfitJP¥285.05b
Other ExpensesJP¥245.99b
EarningsJP¥39.06b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 13, 2026

Earnings per share (EPS)77.02
Gross Margin31.58%
Net Profit Margin4.33%
Debt/Equity Ratio35.2%

How did 4751 perform over the long term?

See historical performance and comparison

Dividends

1.5%
Current Dividend Yield
22%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/09 03:40
End of Day Share Price 2026/05/08 00:00
Earnings2025/12/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CyberAgent, Inc. is covered by 30 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc