U-NEXT HOLDINGS Co.,Ltd. (9418.T)
Tokyo, JP
U-NEXT HOLDINGS Co.,Ltd., a diversified Japanese corporation founded in 2009 and headquartered in Tokyo, adopted its current name in April 2024, having previously been known as USEN-NEXT HOLDINGS Co.,Ltd. The company primarily engages in providing entertainment and business support services, organized into five distinct operational divisions. The Content Distribution Business delivers various entertainment media, including its U-NEXT video streaming platform, music distribution services, and the management and development of music copyrights. The Store Services Business offers comprehensive solutions tailored for commercial establishments, particularly within the restaurant industry. This segment provides and implements store management systems, offers dedicated restaurant platforms like Hitosara and Tabelog, and leverages the USEN IoT PLATFORM for integrated wireless communication and business equipment. Notable services include U MUSIC, an AI-powered background music solution for businesses, and USEN Marutto Store DX, an all-in-one package encompassing cloud POS (U-Regi), U-Pay payment services, order systems, security cameras, in-store digital signage, and insurance. The Telecommunications Business serves both corporate and individual customers. For enterprises, it designs and implements ICT infrastructure, offering network, cloud, data center, and maintenance services under its USEN GATE 02 brand, alongside smart work solutions. The company also acts as an agent for optical internet lines and provides these services directly to residential users. Within the Business Systems Business, U-NEXT HOLDINGS focuses on developing, manufacturing, and selling specialized management software and automated payment machines for sectors such as hotels, hospitals, and golf courses. Lastly, the Energy Business segment delivers energy-related services specifically designed for commercial facilities and stores.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.31% | -0.37% | +5.11% | -13.76% | -23.32% | -19.35% | -26.17% | +47.47% | +128.20% | +439.80% | +210.64% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Conglomerates: +6.1%+19.5% ★ Q2'26: +23.6% (vs Q2'25)
-
EPS growth Conglomerates: +16.9%+19.8% ★ Q2'26: -26.5% (vs Q2'25)
-
FCF margin FCF growth · Conglomerates: +35.9%+2.6% ★ Q2'26: +0.0% (vs Q2'25)
-
EBIT margin Conglomerates: +9.0%+8.2% Q2'26: +6.0% (vs Q2'25)
-
ROIC Conglomerates: +4.7%+16.9% ★ Q2'26: +12.1% (vs Q2'25)
-
Share dilution Conglomerates: +0.0%+0.0% Q2'26: 0.0% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Conglomerates: 1.28×1.60× ★ Q2'26: 2.15× (vs Q2'25)
* 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.
| Metric |
Aug 2015 actual |
Aug 2016 actual |
Aug 2017 actual |
Aug 2020 actual |
Aug 2021 actual |
Aug 2022 actual |
Aug 2023 actual |
Aug 2024 actual |
Aug 2025 actual |
Aug 2026 3 Rev. Ana. 3 EPS Ana. |
Aug 2027 3 Rev. Ana. 3 EPS Ana. |
Aug 2028 4 Rev. Ana. 4 EPS Ana. |
Aug 2029 3 Rev. Ana. 2 EPS Ana. |
Aug 2030 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
33.96B
est: 35.76B (-5.0%)
|
45.85B
est: 43.00B (+6.6%)
|
114.29B
est: 45.90B (+149.0%)
|
193.19B
est: 191.82B (+0.7%)
|
208.35B
est: 207.90B (+0.2%)
|
237.93B
est: 232.28B (+2.4%)
|
276.34B
est: 272.94B (+1.2%)
|
326.75B
est: 318.67B (+2.5%)
|
390.41B
est: 382.56B (+2.1%)
|
451.53B
447.94B – 456.17B
+18.0% YoY
|
497.85B
477.44B – 513.20B
+10.3% YoY
|
536.51B
534.95B – 538.06B
+7.8% YoY
|
579.32B
564.65B – 591.52B
+8.0% YoY
|
614.45B
598.89B – 627.39B
+6.1% YoY
|
| EBITDA |
1.46B
est: 3.94B (-63.0%)
|
707.07M
est: 4.74B (-85.1%)
|
12.88B
est: 5.06B (+154.7%)
|
19.24B
est: 21.13B (-9.0%)
|
23.63B
est: 22.90B (+3.2%)
|
24.55B
est: 25.59B (-4.1%)
|
29.66B
est: 30.07B (-1.4%)
|
38.30B
est: 35.10B (+9.1%)
|
42.81B
est: 42.14B (+1.6%)
|
49.74B
49.34B – 50.25B
+18.0% YoY
|
54.84B
52.59B – 56.53B
+10.3% YoY
|
59.10B
58.93B – 59.27B
+7.8% YoY
|
63.82B
62.20B – 65.16B
+8.0% YoY
|
67.69B
65.97B – 69.11B
+6.1% YoY
|
| EBIT |
1.00B
est: 2.67B (-62.4%)
|
-378.72M
est: 3.21B (-111.8%)
|
5.87B
est: 3.43B (+71.2%)
|
10.62B
est: 14.32B (-25.9%)
|
14.86B
est: 15.53B (-4.3%)
|
15.60B
est: 17.35B (-10.0%)
|
19.91B
est: 20.38B (-2.3%)
|
27.87B
est: 23.79B (+17.1%)
|
30.89B
est: 28.57B (+8.1%)
|
33.72B
33.45B – 34.06B
+18.0% YoY
|
37.17B
35.65B – 38.32B
+10.3% YoY
|
40.06B
39.94B – 40.18B
+7.8% YoY
|
43.26B
42.16B – 44.17B
+8.0% YoY
|
45.88B
44.72B – 46.85B
+6.1% YoY
|
| Net Income |
522.50M
est: 3.62B (-85.6%)
|
-935.46M
est: 2.56B (-136.5%)
|
428.00M
est: 3.84B (-88.9%)
|
4.91B
est: 4.03B (+21.7%)
|
8.04B
est: 7.80B (+3.1%)
|
8.69B
est: 9.09B (-4.5%)
|
10.96B
est: 10.89B (+0.6%)
|
15.36B
est: 15.73B (-2.3%)
|
18.40B
est: 16.95B (+8.5%)
|
18.91B
18.45B – 19.26B
+11.6% YoY
|
20.48B
19.23B – 21.37B
+8.3% YoY
|
23.47B
21.39B – 24.65B
+14.6% YoY
|
25.99B
25.14B – 26.70B
+10.7% YoY
|
28.16B
27.23B – 28.93B
+8.3% YoY
|
| SGA |
11.78B
est: 9.93B (+18.7%)
|
16.97B
est: 11.94B (+42.2%)
|
44.66B
est: 12.74B (+250.4%)
|
65.97B
est: 53.26B (+23.9%)
|
65.97B
est: 57.72B (+14.3%)
|
67.18B
est: 64.49B (+4.2%)
|
74.91B
est: 75.78B (-1.1%)
|
88.30B
est: 88.48B (-0.2%)
|
96.80B
est: 106.22B (-8.9%)
|
125.37B
124.37B – 126.65B
+18.0% YoY
|
138.23B
132.56B – 142.49B
+10.3% YoY
|
148.96B
148.53B – 149.39B
+7.8% YoY
|
160.85B
156.77B – 164.24B
+8.0% YoY
|
170.60B
166.28B – 174.20B
+6.1% YoY
|
| EPS |
10.60
est: 20.09 (-47.2%)
|
-18.98
est: 14.20 (-233.7%)
|
7.06
est: 21.30 (-66.9%)
|
27.24
est: 22.37 (+21.8%)
|
44.63
est: 43.27 (+3.2%)
|
48.19
est: 50.42 (-4.4%)
|
61.05
est: 60.29 (+1.3%)
|
85.14
est: 88.84 (-4.2%)
|
101.98
est: 94.23 (+8.2%)
|
104.40
102.31 – 106.79
+10.8% YoY
|
113.20
106.58 – 118.47
+8.4% YoY
|
127.78
118.60 – 136.66
+12.9% YoY
|
144.10
139.35 – 148.05
+12.8% YoY
|
156.10
150.96 – 160.37
+8.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-28 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-27 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-26 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-25 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-22 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-21 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Militia Long/Short Equity ETF ORR | 0.70% | 968.0K | 14.19% |
| 2 | iShares MSCI Japan Small Cap UCITS ETF IDJP.L | 0.05% | 295.5K | 0.58% |
| 3 | iShares MSCI Japan Small-Cap ETF SCJ | 0.05% | 126.3K | 0.50% |
| 4 | WisdomTree Japan SmallCap Dividend Fund DFJ | 0.05% | 187.6K | 0.58% |
| 5 | iShares International Small-Cap Equity Factor ETF ISCF | 0.05% | 303.5K | 0.24% |
| 6 | WisdomTree International Equity Fund DWM | 0.03% | 200.4K | 0.48% |
| 7 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.02% | 97.6K | 0.48% |
| 8 | WisdomTree International SmallCap Dividend Fund DLS | 0.02% | 226.0K | 0.58% |
| 9 | iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ | 0.02% | 42.8K | 0.83% |
| 10 | iShares MSCI EAFE Small-Cap ETF SCZ | 0.02% | 2.58M | 0.40% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kimimasa Tamura | MD & Director | — | male |
| Nishimoto Sho | Chief Financial Officer & Executive Officer | — | male |
| Sadamitsu Kitagawa | Head of Business Development Office & Executive Officer | — | male |
| Satoru Kikuchi | Executive Officer & CISO | — | male |
| Shintaro Takahashi | CMO & Director | — | male |
| Shohei Mabuchi | MD, Chief Information Officer & Director | — | male |
| Takeshi Sumitani | Head of Corporate Control Department & Executive Officer | — | — |
| Tenshin Tsutsumi | MD & Director | — | male |
| Yasuhide Uno | President, Chief Executive Officer & Director | — | male |
| Yasuhito Kawaoka | Head of Management Control Department & Executive Officer | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 9418.T
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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