Added to YB: 2025-08-05
Pitch date: 2025-08-03
4751.T [bullish]
CyberAgent, Inc.
+1.54%
current return
Author Info
No bio for this author
Company Info
CyberAgent, Inc., together with its subsidiaries, engages in the internet advertising business in Japan.
Market Cap
JPY 739.9B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.71
P/E
18.16
EV/Sales
0.76
Sector
Media
Category
turnaround
CyberAgent (4751.T): Ready for the derby
4751.T: CyberAgent presents a turnaround opportunity at 40x TTM PE. Recent gaming hits (Uma Musume global, Shadowverse) driving segment recovery after 60% profit drop in 2023. Media segment finally profitable after years of investment. Expect Q4 game op profits ~JPY20B. Advertisement business facing margin pressure and accounting scandal. Management aligned with 17% founder ownership, focused on long-term value creation.
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