| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 1100.08 | -15 |
| Intrinsic value (DCF) | 5046.20 | 291 |
| Graham-Dodd Method | 504.48 | -61 |
| Graham Formula | 1340.94 | 4 |
Vision Inc. (9416.T) is a Tokyo-based telecommunications company specializing in mobile Wi-Fi router rental services, catering to both domestic and international markets. Founded in 1995, the company has expanded its offerings to include fixed-line and mobile communication services, broadband, internet media, office automation equipment, and travel-related services. Vision Inc. operates in the competitive Communication Services sector, leveraging its expertise in connectivity solutions to serve businesses and travelers. With a market capitalization of approximately ¥56.8 billion, the company maintains a strong presence in Japan while expanding globally. Its diversified service portfolio, including marketing and website-related services, positions it as a versatile player in the telecommunications industry. Vision Inc. is listed on the Tokyo Stock Exchange (JPX) and continues to innovate in high-demand connectivity solutions.
Vision Inc. presents a stable investment opportunity with low volatility (beta of 0.262) and consistent profitability, reporting a net income of ¥3.38 billion in its latest fiscal year. The company's strong cash position (¥11.88 billion) and manageable debt (¥600 million) suggest financial resilience. However, its growth prospects may be limited by the competitive nature of the telecommunications sector and reliance on rental services. The dividend yield, at ¥27 per share, offers modest income potential. Investors should weigh its steady cash flow (¥3.12 billion operating cash flow) against potential challenges in scaling its niche Wi-Fi rental business globally.
Vision Inc. competes in the telecommunications services sector with a unique focus on mobile Wi-Fi router rentals, differentiating itself from traditional telecom providers. Its competitive advantage lies in its niche market expertise, particularly serving international travelers and businesses requiring temporary connectivity solutions. The company's diversified revenue streams, including broadband and marketing services, reduce reliance on a single product line. However, its market positioning is challenged by larger telecom players with greater infrastructure and brand recognition. Vision Inc.'s relatively small market cap (¥56.8 billion) limits its ability to compete on scale but allows agility in adapting to niche demands. The company's low debt levels and strong cash reserves provide financial flexibility, though its growth may be constrained by the capital-intensive nature of the telecom industry. Its global reach in Wi-Fi rentals is a strength, but it faces competition from both local and international connectivity providers.