MarkLines Co., Ltd. (3901.T)
ValueMarkers Composite Index
39% below intrinsic value ($16)
MarkLines Co., Ltd. (3901.T) — VMCI valuation read
Composite valuation read on 3901.T: VMCI 67/100 against a Communication Services sector median of 50. The 17-point above-median print is the headline number for MarkLines Co., Ltd., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.
Trailing 30-day insider activity for 3901.T: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.
**Investor frame.** Value, quality, risk in three lines on 3901.T: 3901.T trades at 25.0x earnings, 39% above the Communication Services median of 18.0x; ROIC of 9.0% trails the Communication Services median (10.0%) by 1.0pp; net debt to EBITDA of -1.4x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Communication Services closes the value frame.
3901.T fell 3.4% over the trailing 7 days, with a -3.8% read on a 30-day basis.
MarkLines Co., Ltd. operates an automotive industry portal in Japan. Its information platform offers online information services, including information about suppliers, such as who supplies whom, plant data, and market trends; sales and production statistics; reports on technology and market trends; and model plan data comprising forecasts and others in Japanese, Chinese, and English. The company also provides B2B promotional support and advertisement services that include promotional emails and banner ads under the LINES name to its information platform members. It serves OEMs, parts and material suppliers, machinery and equipment manufacturers, solution vendors, transportation and trading companies, consulting firms, financial institutions, government, labor unions, universities, and construction companies. The company was incorporated in 2001 and is headquartered in Tokyo, Japan.
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