ITmedia Inc. (2148.T)
ValueMarkers Composite Index
2% below intrinsic value ($11)
ITmedia Inc. (2148.T) — VMCI valuation read
The headline on ITmedia Inc. (2148.T) is a 63/100 VMCI score, set against a Communication Services sector median of 50. That 13-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.
2148.T insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** 2148.T trades at 21.0x earnings, 17% above the Communication Services median of 18.0x sets the value side. ROIC of 19.0% sits 9.0pp above the Communication Services median (10.0%) sets the quality side. Net debt to EBITDA of 3.5x is the binding constraint on the bear case sets the risk side, the three lines a value buyer reads first on 2148.T.
2148.T fell 2.6% over the trailing 7 days, with a -17.3% read on a 30-day basis.
ITmedia Inc. engages in the development and operation of Internet-only media providing information on various topics in Japan. It provides information on information technology, digital gadget, business, engineering, and social/culture. The company also offers digital advertising services, such as tie-up/ advertorial, recruitment tie-ups, reader behavioral data utilization advertisement, e-mail newsletter, seminar customer attraction support service, and online advertising; lead acquisition services, including lead acquisition and utilization service; and virtual events/webinar services. It serves technology/software as service product companies and manufacturing industries. The company was formerly known as Softbank ITmedia, Inc. and changed its name to ITmedia Inc. in March 2005. ITmedia Inc. was incorporated in 1999 and is headquartered in Tokyo, Japan. ITmedia Inc. is a subsidiary of SB Media Holdings Corp.
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