Added to YB: 2026-06-03
Pitch date: 2026-04-06
3901.T [bullish]
MarkLines Co., Ltd.
-18.97%
current return
Author Info
No bio for this author
Company Info
MarkLines Co., Ltd., together with its subsidiaries, operates an automotive industry portal in Japan, China, the rest of Asia, North America, Europe, and internationally.
Market Cap
JPY 16.6B
Pitch Price
JPY 1.6K
Price Target
3.1K (+137%)
Dividend
N/A
EV/EBITDA
6.11
P/E
11.28
EV/Sales
2.39
Sector
Interactive Media and Services
Category
value
MarkLines Co., Ltd. - $3901.T
3901.T: Mispriced auto data platform; subscription biz with 7,000+ cos, 500K users. Core Information Platform FY25 ¥3.83B sales/¥1.9B profit obscured by non-core drag (flat group sales, OP -5.4%). Repricing legacy base after 20yrs, rising ARPU, 64% intl. ~7x fwd EV/EBIT. PT ¥3,100 bull (13-15x), ¥2,000-2,200 base. Risks: 70% Japan exposure, diworsification via investment fund, GenAI, small cap neglect.
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