Added to YB: 2025-07-30
Pitch date: 2025-07-28
2491.T [neutral]
ValueCommerce Co., Ltd.
-19.15%
current return
Author Info
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Company Info
ValueCommerce Co., Ltd. provides marketing solutions in Japan. It operates through two segments, Customer Solutions Business and EC Solutions Business.
Market Cap
JPY 17.8B
Pitch Price
JPY 846.00
Price Target
N/A
Dividend
5.98%
EV/EBITDA
1.38
P/E
6.17
EV/Sales
0.19
Sector
Media
Category
value
Monday Delight: 28/07/25 - ValueCommerce Co., Ltd.
2491.T (quick overview): Japanese performance-based digital marketer trading at attractive 1.4x EV/EBIT with 29.2% ROCE. Core affiliate marketing connects merchants with publishers on pay-per-sale model. Revenue/margins declining 3 years straight with no competitive moat, but management buying back 22% of shares in 2024 signals potential turnaround.
Read full article (1 min)