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KAYAC, Inc. (JP:3904)
:3904
Japanese Market
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KAYAC, Inc. (3904) Price & Analysis

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3904 Stock Chart & Stats

¥502.00
¥11.00(2.43%)
At close: 4:00 PM EST
¥502.00
¥11.00(2.43%)

Bulls Say, Bears Say

Bulls Say
Revenue ReboundA clear return to revenue growth in 2025 demonstrates the business can recover demand and reaccelerate top-line trends after a down year. Durable revenue recovery supports scale benefits, stabilizes planning, and underpins multi-quarter improvement in operating performance.
Healthy Gross MarginsSustained gross margins above 50% indicate strong core product economics and pricing power across digital offerings. High gross margin provides structural flexibility to fund marketing and R&D, helping protect long‑term profitability against cyclical revenue swings.
Diversified Business ModelMultiple revenue streams across gaming, advertising, and web services reduce reliance on any single hit product. This structural diversification supports steadier cash inflows and multiple monetization levers, improving resilience over a multi‑quarter horizon.
Bears Say
Inconsistent Cash ConversionWeak and volatile cash conversion means accounting profits do not reliably translate to spendable cash. That undermines the firm’s ability to fund capex, acquisitions, or consistent dividends from operations and increases dependence on external financing or working-capital swings.
Subdued Net Margins Vs. HistoryAlthough margins improved, net profitability remains materially below earlier peaks, signalling lingering cost or mix pressure. Persistent lower margins reduce free cash flow potential and leave less buffer for adverse cycles, slowing durable earnings recovery.
Sector Cyclicality And Product RiskCore markets (gaming and digital advertising) are structurally cyclical and hit-driven, requiring continuous investment in content and user engagement. That product and demand volatility can produce uneven revenue and margin outcomes over multiple quarters.

3904 FAQ

What was KAYAC, Inc.’s price range in the past 12 months?
KAYAC, Inc. lowest stock price was ¥401.00 and its highest was ¥606.00 in the past 12 months.
    What is KAYAC, Inc.’s market cap?
    KAYAC, Inc.’s market cap is ¥6.75B.
      When is KAYAC, Inc.’s upcoming earnings report date?
      KAYAC, Inc.’s upcoming earnings report date is Aug 17, 2026 which is in 86 days.
        How were KAYAC, Inc.’s earnings last quarter?
        KAYAC, Inc. released its earnings results on May 14, 2026. The company reported ¥12.02 earnings per share for the quarter, beating the consensus estimate of N/A by ¥12.02.
          Is KAYAC, Inc. overvalued?
          According to Wall Street analysts KAYAC, Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does KAYAC, Inc. pay dividends?
            KAYAC, Inc. pays a Annually dividend of ¥3.9 which represents an annual dividend yield of 0.75%. See more information on KAYAC, Inc. dividends here
              What is KAYAC, Inc.’s EPS estimate?
              KAYAC, Inc.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does KAYAC, Inc. have?
              KAYAC, Inc. has 16,108,800 shares outstanding.
                What happened to KAYAC, Inc.’s price movement after its last earnings report?
                KAYAC, Inc. reported an EPS of ¥12.02 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 2.975%.
                  Which hedge fund is a major shareholder of KAYAC, Inc.?
                  Currently, no hedge funds are holding shares in JP:3904
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    KAYAC, Inc.

                    KAYAC Inc. engages in the game-related business in Japan. It also operates a game community under the name Lobi; Tonamel, a tournament format where organizers manage their tournaments; and Pla-cole, a matching service for couples and wedding planners, as well as provides esports event planning and management, distribution, and production services under the Well Played name. In addition, the company offers home funeral, real estate, and trading services. KAYAC Inc. was founded in 1998 and is headquartered in Kamakura, Japan.

                    KAYAC, Inc. (3904) Earnings & Revenues

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