Risk factor
Very poor trading liquidity
Profitability factor
Undervalued vs peers
About
Excite Holdings Co., Ltd., founded in 1997 and based in Minato-ku, Japan, operates distinct business segments encompassing platform services, broadband communications, and Software-as-a-Service (SaaS) and Digital Transformation (DX) solutions. The company's diverse platform offerings include "woman excite," a media portal specifically for working mothers, and "excite news," which delivers a broad spectrum of information such as current events, entertainment, trending topics, human-interest stories, reviews, columns, and interviews. Other key platforms are "Excite phone fortune telling," providing divination services via phone or email, and "Excite trouble consultation room," an online counseling platform. Excite Holdings also offers "EMININAL," a system for orthodontic treatment using mouthpieces, and "M&A BASE," a comprehensive mergers and acquisitions platform that facilitates advisory, mediation, due diligence, post-merger integration (PMI) support, and strategic planning. In the broadband sector, the company delivers various internet services under the "BB Excite" and "excite mobile" brands. These services include optical fiber connections, general internet access, and mobile solutions such as SIM cards and smartphones. Excite Holdings' SaaS/DX portfolio features several enterprise solutions, including "KUROTEN," a cloud-based business management system designed to centralize management accounting, sales performance, forecasts, ledgers, key performance indicators (KPIs), and personal data. "FanGrowth" is a cloud platform for managing the Plan-Do-Check-Act (PDCA) cycle for webinars. For B2B clients, "SAISON INVOICE" offers payment and billing services, and "sub" is a dedicated tool that aids in the introduction and management of subscription services.
Company Valuation
Considering past and projected metrics, the stock is 'cheaper' than its peers. In particular, the stock is underpriced on P/E, 'cheap' on EV/EBITD.