| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 2024.92 | -19 |
| Intrinsic value (DCF) | 32519.54 | 1199 |
| Graham-Dodd Method | 987.61 | -61 |
| Graham Formula | 3402.60 | 36 |
unerry, Inc. is a Tokyo-based company specializing in real behavior data platforms, serving the Japanese market with innovative shopper analytics and advertising optimization tools. Founded in 2015, the company leverages big data and AI to provide actionable insights for businesses, particularly in retail and marketing. Its flagship products include Shopper Miel, which analyzes shopper behavior, and Shopping Congestion Map, offering real-time congestion data for stores and events. Additionally, unerry's Beacon Bank AD and Beacon Bank 1to1 platforms optimize targeted advertising by analyzing visitor patterns. With a monthly data pool of approximately 30 billion people, unerry provides deep behavioral insights, making it a key player in Japan's data-driven marketing and retail analytics sector. The company operates in the Internet Content & Information industry under the Communication Services sector, positioning itself at the intersection of technology and consumer behavior analysis.
unerry, Inc. presents a niche investment opportunity in Japan's growing data analytics and digital advertising space. The company's innovative use of AI and big data for shopper behavior analysis provides a competitive edge, particularly in retail and marketing sectors. However, its high beta of 1.691 indicates significant volatility, which may deter risk-averse investors. While unerry has shown revenue growth, its net income remains modest, and the absence of dividends may limit appeal to income-focused investors. The company's strong cash position (JPY 1.66 billion) and zero debt are positive indicators, but its reliance on the Japanese market could pose risks if economic conditions deteriorate. Investors should weigh the potential of its data-driven platforms against market volatility and sector competition.
unerry, Inc. competes in Japan's crowded data analytics and digital advertising market, differentiating itself through specialized shopper behavior tools and AI-driven insights. Its competitive advantage lies in its proprietary real behavior data platforms, which offer granular, actionable analytics for retailers and advertisers. The company's ability to process and visualize vast amounts of behavioral data (30 billion monthly data points) provides a unique value proposition. However, unerry faces stiff competition from larger global players and domestic firms with broader product offerings and greater financial resources. Its focus on Japan limits scalability compared to multinational competitors, but this regional specialization allows for deeper market penetration and localized insights. The lack of debt and strong cash reserves provide financial flexibility, but the company must continue innovating to maintain its edge in a rapidly evolving industry. unerry's niche positioning in shopper analytics and congestion mapping is a strength, but diversification may be necessary to sustain long-term growth.