| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 304.36 | 26 |
| Intrinsic value (DCF) | 179.91 | -26 |
| Graham-Dodd Method | 290.53 | 20 |
| Graham Formula | 141.84 | -41 |
Aidma Marketing Communication Corporation (9466.T) is a Japan-based marketing support services provider specializing in distribution and retail sectors. Founded in 1977 and headquartered in Toyama, the company offers a range of solutions including ARSS promotional services, market research planning, Aidoma big data platform, Web SP solutions, and promotional support. Formerly known as Aidma Corporation, the company rebranded in 2015 to reflect its focus on integrated marketing communications. Operating in the competitive advertising agencies industry within the Communication Services sector, Aidma leverages data-driven insights and technology to help clients optimize their marketing strategies. With a market capitalization of approximately ¥3.3 billion, the company serves the Japanese market with a strong emphasis on innovation and customer-centric solutions.
Aidma Marketing Communication Corporation presents a niche investment opportunity in Japan's marketing services sector. The company's modest market cap and low beta (0.248) suggest lower volatility compared to the broader market. With a revenue of ¥5.84 billion and net income of ¥158 million, Aidma maintains profitability, supported by a healthy cash position of ¥1.95 billion against total debt of ¥465 million. The company pays a dividend of ¥15 per share, indicating a shareholder-friendly approach. However, its small scale and domestic focus may limit growth potential compared to larger, global competitors. Investors should weigh its stable cash flow and strong balance sheet against the challenges of competing in a crowded industry dominated by larger players.
Aidma Marketing Communication Corporation operates in Japan's highly competitive advertising and marketing services industry, where it competes with both large multinational agencies and smaller local firms. The company's competitive advantage lies in its specialized focus on the distribution and retail sectors, offering tailored solutions like the Aidoma big data platform and Web SP solutions. This niche positioning allows Aidma to differentiate itself from broader competitors. However, its relatively small size (¥5.84 billion revenue) limits its ability to compete on scale or global reach. The company's strength in data-driven marketing and promotional support is offset by potential vulnerabilities in technological innovation and digital transformation, where larger rivals may have more resources. Aidma's regional focus in Toyama and surrounding areas provides local market expertise but may constrain growth compared to Tokyo-based competitors with national reach. The firm's low debt and strong cash position provide financial stability, but its ability to invest in new technologies and expand services will be critical to maintaining competitiveness against larger, more diversified agencies.