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Direct Marketing MiX Inc. (7354.T)

JPY350.00 +0.00 (+0.00%)
JP JPX Communication Services Advertising Agencies
Address Osaka WeWork Midosuji Frontier 530-0002
Osaka, JP
CEO Daisuke Uehara
Website dmix.co.jp
IPO 2020-10-05
ISIN JP3500170000

Explore sections of this company profile

Description

Direct Marketing MiX Inc. provides services across several domains, including marketing, consultancy, temporary employment, and business process outsourcing. This company, established in 2017, operates from its headquarters in Osaka, Japan.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY350.00 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
231.0K
Beta
0.90
Float Shares
20.03M
Free Float %
44.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.93% -6.77% -11.62% -16.95% -5.56% +0.35% +24.03% -79.63% -82.35% -77.17% -77.17%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
350.00
DCF (Unlevered) 609.41 +74.1%
DCF (Levered) 574.72 +64.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.61
Grey zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Advertising Agencies: +8.1%
    +8.3% Q1'26: +2.1% (vs Q1'25)
  • EPS growth Advertising Agencies: +38.8%
    +60.5% Q1'26: +25.9% (vs Q1'25)
  • FCF margin FCF growth · Advertising Agencies: +39.2%
    +9.9% Q1'26: +10.2% (vs Q1'25)
  • EBIT margin Advertising Agencies: +7.9%
    +9.7% Q1'26: +14.7% (vs Q1'25)
  • ROIC Advertising Agencies: +6.8%
    +9.1% Q1'26: +14.5% (vs Q1'25)
  • Share dilution Advertising Agencies: +0.0%
    +0.4% Q1'26: -0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Advertising Agencies: -1.31×
    1.82× Q1'26: 1.21× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.93) × ERP
WACC = 68% × Ke + 32% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 616.05 Current price: 350.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
22.46B
est: 22.00B (+2.1%)
30.29B
est: 30.20B (+0.3%)
34.67B
est: 34.54B (+0.4%)
26.85B
est: 21.91B (+22.5%)
20.95B
est: 40.32B (-48.0%)
22.69B
est: 43.50B (-47.8%)
47.50B
47.50B – 47.50B
+9.2% YoY
51.50B
51.50B – 51.50B
+8.4% YoY
EBITDA
4.29B
est: 3.69B (+16.3%)
5.82B
est: 5.07B (+14.9%)
7.20B
est: 5.79B (+24.2%)
3.09B
est: 3.59B (-14.1%)
3.16B
est: 6.61B (-52.1%)
3.50B
est: 7.13B (-51.0%)
7.79B
7.79B – 7.79B
+9.2% YoY
8.44B
8.44B – 8.44B
+8.4% YoY
EBIT
3.56B
est: 2.64B (+34.8%)
4.72B
est: 3.63B (+30.1%)
5.73B
est: 4.15B (+38.3%)
1.47B
est: 2.44B (-39.8%)
1.76B
est: 4.49B (-60.8%)
2.21B
est: 4.85B (-54.5%)
5.29B
5.29B – 5.29B
+9.2% YoY
5.74B
5.74B – 5.74B
+8.4% YoY
Net Income
2.42B
est: 2.77B (-12.4%)
3.22B
est: 3.63B (-11.4%)
3.80B
est: 4.03B (-5.7%)
310.01M
est: -336.44M (+192.1%)
834.30M
est: 5.00B (-83.3%)
1.34B
est: 5.10B (-73.6%)
5.59B
5.59B – 5.59B
+9.5% YoY
6.09B
6.09B – 6.09B
+9.0% YoY
SGA
14.44B
est: 18.17B (-20.5%)
19.20B
est: 24.94B (-23.0%)
20.94B
est: 28.52B (-26.6%)
18.61B
est: 11.34B (+64.1%)
13.76B
est: 20.87B (-34.1%)
est: 22.51B (-100.0%)
24.58B
24.58B – 24.58B
+9.2% YoY
26.65B
26.65B – 26.65B
+8.4% YoY
EPS
60.47
est: 59.35 (+1.9%)
78.32
est: 77.88 (+0.6%)
85.09
est: 86.50 (-1.6%)
6.73
est: -7.19 (+193.6%)
18.05
est: 106.80 (-83.1%)
28.97
est: 109.00 (-73.4%)
119.40
119.40 – 119.40
+9.5% YoY
130.10
130.10 – 130.10
+9.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-05-14 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-05-13 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-05-12 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-05-11 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-05-08 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-05-07 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-05-01 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-30 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-28 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-27 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-24 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-23 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-22 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-21 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-20 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5
2026-04-16 A- 4/5 4/5 3/5 4/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.66B
OE per share TTM
56.77
Owner's Yield
18.95%
Maintenance CapEx ratio
2.21%
Maint CapEx / Avg PPE
13.4%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 3 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Amundi Japan TOPIX II UCITS ETF EUR Dist JPNU.L 0.00% 13.7K 0.45%
2 iShares Core TOPIX ETF 1475.T 0.00% 117.3K 0.05%
3 Dimensional - International Small Cap ETF DFIS 0.00% 7.2K 0.39%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
3.10M
Shares Outstanding
45.52M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Daisuke Uehara Chief Executive Officer, President and Director male
Hiroki Yamaguchi Executive Officer
Kanako Ito Executive Officer & Director female
Masato Kagawa Executive Officer male
Motoyoshi Doi GM of Corporate Strategy, Chief Financial Officer, Executive Officer & Director male
Ryutaro Kagawa Executive Officer male
Yoshiaki Tanaka GM of Human Resources & Strategy Division and Executive Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits