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COOKPAD
(2193)
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Rating:60Neutral
Price Target:
¥120.00
▼(-21.05% Downside)
Action:Reiterated
Date:05/09/26
The score is primarily supported by a conservatively financed balance sheet and an earnings recovery, but is held back by ongoing revenue declines and uneven cash-flow conversion. Technicals are notably weak (below key moving averages with negative MACD), while valuation is only moderately supportive given the ~13.2 P/E and no dividend yield data.
Positive Factors
Conservative balance sheet
Cookpad's very low leverage and sizable equity base reduce refinancing and liquidity risk, giving the company structural financial flexibility. This durable balance-sheet strength supports continued product investment and resilience through top-line weakness, limiting survival risk over months.
Negative Factors
Multi-year revenue decline
Sustained revenue contraction erodes scale for subscriptions and marketing ads, limiting the platform's monetization runway. Structural top-line decline pressures operating leverage, makes margin recovery harder, and raises risk that fixed costs will outpace addressable revenue over coming quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Cookpad's very low leverage and sizable equity base reduce refinancing and liquidity risk, giving the company structural financial flexibility. This durable balance-sheet strength supports continued product investment and resilience through top-line weakness, limiting survival risk over months.
Read all positive factors
COOKPAD (2193) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥8.75B
Dividend YieldN/A
Average Volume (3M)348.50K
Price to Earnings (P/E)42.5
Beta (1Y)0.08
Revenue Growth-8.38%
EPS Growth-78.30%
CountryJP
Employees117
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)2.73
Shares Outstanding78,807,900
10 Day Avg. Volume381,220
30 Day Avg. Volume348,496
Financial Highlights & Ratios
PEG Ratio-0.39
Price to Book (P/B)0.87
Price to Sales (P/S)2.09
P/FCF Ratio19.99
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
COOKPAD Business Overview & Revenue Model
Company Description
Cookpad Inc. manages a global online community where users can exchange culinary concepts and advice. Additionally, the company is involved in Cookpad Mart and television ventures. Originally established as Coin Ltd., the organization rebranded as...
How the Company Makes Money
Cookpad primarily makes money through (1) consumer subscription revenue and (2) marketing/advertising-related revenue tied to its recipe and cooking content platform. Subscription revenue is generated by offering paid membership features (commonly...
COOKPAD Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
82
Very Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.23B | 5.34B | 5.88B | 7.61B | 9.09B | 10.00B |
| Gross Profit | 4.90B | 5.00B | 5.47B | 6.97B | 8.36B | 9.05B |
| EBITDA | 277.49M | 509.12M | 1.03B | -2.50B | -3.27B | -2.16B |
| Net Income | 212.15M | 741.44M | 1.33B | -2.23B | -3.49B | -2.38B |
Balance Sheet | ||||||
| Total Assets | 13.50B | 14.10B | 15.26B | 14.65B | 20.16B | 23.87B |
| Cash, Cash Equivalents and Short-Term Investments | 5.98B | 5.89B | 12.08B | 12.02B | 16.82B | 20.41B |
| Total Debt | 603.04M | 1.07B | 837.28M | 284.15M | 1.14B | 1.23B |
| Total Liabilities | 1.24B | 1.21B | 1.64B | 921.18M | 2.41B | 2.24B |
| Stockholders Equity | 12.26B | 12.90B | 13.62B | 13.73B | 17.75B | 21.03B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 559.05M | 1.33B | -2.19B | -2.76B | -1.95B |
| Operating Cash Flow | 0.00 | 577.54M | 1.52B | -2.16B | -2.70B | -1.77B |
| Investing Cash Flow | 0.00 | -4.93B | 192.60M | -531.91M | -261.96M | -336.39M |
| Financing Cash Flow | 0.00 | -1.94B | -2.34B | -3.08B | -976.49M | -1.09B |
COOKPAD Technical Analysis
Neutral
152.00
Price Trends
123.08
Negative
133.89
Negative
146.69
Negative
Market Momentum
-2.01
Negative
54.74
Neutral
71.43
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2193, the sentiment is Neutral. The current price of 152 is above the 20-day moving average (MA) of 115.75, above the 50-day MA of 123.08, and above the 200-day MA of 146.69, indicating a neutral trend. The MACD of -2.01 indicates Negative momentum. The RSI at 54.74 is Neutral, neither overbought nor oversold. The STOCH value of 71.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2193.
COOKPAD Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ¥700.07B | 36.98 | 32.41% | 3.62% | 20.01% | -6.20% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
60 Neutral | ¥8.75B | 42.49 | 4.78% | ― | -8.38% | -78.30% | |
58 Neutral | ¥40.19B | 48.06 | ― | ― | 27.05% | 495.56% | |
49 Neutral | ¥4.58B | -9.90 | ― | 0.77% | -3.07% | -1079.88% | |
45 Neutral | ¥1.74B | 327.59 | ― | ― | -2.34% | ― | |
44 Neutral | ¥3.54B | -4.94 | ― | ― | -5.45% | -347.30% |
* Communication Services Sector Average
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.