Added to YB: 2026-10-05
Pitch date: 2026-10-01
3901.T [bullish]
MarkLines Co., Ltd.
+0.07%
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 19.2B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.62
P/E
12.35
EV/Sales
2.67
Sector
Interactive Media and Services
Category
value
Not So Fast - MarkLines Co., Ltd.
3901.T (update): MarkLines’ Q2 restored confidence in the pricing thesis: Information Platform revenue rose 12.3% and EBIT 19.7%, versus 4.6% growth and flat operating income in Q1, despite SME churn amid the automotive downturn. Roughly 30% of planned price increases remain, while an 8.6% buyback supports shareholders. At 5.4x EV/EBIT and 12x P/E, continued pricing and cash generation could drive EV/EBIT below 5x by FY2026-end.
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