
Neo Marketing Inc. (4196.T)
ValueMarkers Composite Index
31% below intrinsic value ($14)
Neo Marketing Inc. (4196.T) — VMCI valuation read
4196.T prints VMCI 35/100 inside the Communication Services sector, where the median sits at 50. The 15-point below-median delta is the cleanest single-number summary of Neo Marketing Inc.'s composite stance, and in the mid-cap bucket it places the share behind the typical peer on the five-pillar mix.
On 4196.T, the SEC EDGAR Form 4 stream shows no insider buys or sells in the past 30 days. Quiet tapes happen; they just remove a signal that bull and bear cases sometimes lean on for confirmation.
**Investor frame.** 4196.T trades at 22.0x earnings, 22% above the Communication Services median of 18.0x; that is the value line. ROIC of 18.0% sits 8.0pp above the Communication Services median (10.0%); that is the quality line. net debt to EBITDA of -0.6x leaves covenant headroom; that is the risk line for Neo Marketing Inc. on the trailing financials.
4196.T rose 0.5% over the trailing 7 days, with a -22.8% read on a 30-day basis.
Neo Marketing Inc. engages in market support business. It offers marketing research services, including quantitative survey, such as online and academic research, venue investigation, home use tests, in-store survey, mail survey, and customer/employee survey; qualitative research consists of online, depth, and group interviews, as well as visit/door-to-door observation survey; and original services, such as new product development research, customer-oriented marketing, unique brand survey, original price research, recruitment without any discomfort, quick delivery interview survey, standardizes concept research, and category entry point search survey. The company also provides communication planning services comprises strategic planning that includes communication strategy, brand strategy, and strategic PR; insight-driven PR and press release creation agency; digital marketing services, such as listing advertisement, display advertising, SNS advertising, video ads, content marketing, article creation agency, pharmaceutical and medical device law check, SNS account operation, and influencer marketing; creative solutions; and SNS promotion, influencer PR, and UGC activation services. In addition, it offers customer support services, including customer success, email/chat support, mystery call/email/chat, and SNS direct recruiting; and B to B marketing consulting services. The company was formerly known as Media Interactive Co., Ltd. and changed its name to Neo Marketing Inc. in April 2012. Neo Marketing Inc. was incorporated in 2000 and is headquartered in Tokyo, Japan.
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