Kakaku.com Inc (JP:2371)
:2371
Want to see JP:2371 full AI Analyst Report?
Top Page
Kakaku
(2371)
Select Model
Select Model
Rating:82Outperform
Price Target:
¥3,038.00
▲(41.66% Upside)
Action:ReiteratedDate:04/24/26
The score is driven primarily by strong financial performance (profitability, low leverage, and solid cash conversion) and supportive technical trend strength (price above major moving averages with steady momentum). Valuation is a modest offset due to a mid-20s P/E and only moderate dividend yield.
Positive Factors
Strong cash generation
FCF conversion near 98% of net income signals high earnings quality and persistent cash conversion. This durable cash generation supports reinvestment, marketing or product development, and provides capacity for shareholder returns or opportunistic M&A over the next several quarters.
Negative Factors
Margin normalization risk
The firm shows signs of margin normalization versus prior peak years, suggesting competitive or mix pressures. If this represents a structural shift rather than a temporary reversion, it could compress future earnings power and limit incremental free cash flow available for reinvestment or returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
FCF conversion near 98% of net income signals high earnings quality and persistent cash conversion. This durable cash generation supports reinvestment, marketing or product development, and provides capacity for shareholder returns or opportunistic M&A over the next several quarters.
Read all positive factors
Kakaku (2371) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥507.08B
Dividend Yield3.62%
Average Volume (3M)757.46K
Price to Earnings (P/E)22.9
Beta (1Y)0.24
Revenue Growth20.96%
EPS Growth-5.96%
CountryJP
Employees1,381
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)97.59
Shares Outstanding198,218,300
10 Day Avg. Volume840,230
30 Day Avg. Volume757,463
Financial Highlights & Ratios
PEG Ratio1.75
Price to Book (P/B)6.82
Price to Sales (P/S)5.38
P/FCF Ratio15.74
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,160.00Price Target Upside0.72% Upside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)117.41
Revenue Forecast (FY)¥110.24B
Kakaku Business Overview & Revenue Model
Company Description
Kakaku.com, Inc. provides purchase support, restaurant review, and other services in Japan. The company operates kakaku.com, a purchasing support site that compare prices of products and services, such as computers, home appliances, fashion, inter...
How the Company Makes Money
Kakaku.com primarily generates revenue by monetizing user traffic across its major platforms through advertising, lead generation, and transaction-related fees. On Kakaku.com (price comparison), it earns from advertising placements and promotional...
Kakaku Earnings Call Summary
Earnings Call Date:Aug 06, 2024
(Q1-2025)
| % Change Since: |
Next Earnings Date:May 08, 2026
Earnings Call Sentiment Neutral
The earnings call highlights strong revenue and profit growth, particularly in Tabelog and Kyujin Box segments, alongside improvements in service performance and user growth. However, it also addresses challenges in the advertising business, lower-than-expected performance in the Tabelog inbound reservation service, and ongoing declines in the Shopping business.Positive Updates
Strong Revenue and Profit Growth
Revenue for the first quarter was ¥17.713 billion, up 15.3% year-over-year, and operating profit was ¥6.977 billion, up 34.9% year-over-year.
Negative Updates
Challenges in Advertising Business
The Advertising business segment continues to face difficulties with a steady decline in revenue.
Read all updates
Q1-2025 Updates
Positive
Negative
Strong Revenue and Profit Growth
Revenue for the first quarter was ¥17.713 billion, up 15.3% year-over-year, and operating profit was ¥6.977 billion, up 34.9% year-over-year.
Read all positive updates
Company Guidance
During the first quarter of the fiscal year ending March 31, 2025, Kakaku.com reported a revenue of ¥17.713 billion, marking a 15.3% year-over-year increase, and an operating profit of ¥6.977 billion, up 34.9% year-over-year. The company's revenue and operating profit growth rates align with their planned objectives, resulting in no change to the full-year earnings forecast. Kakaku.com experienced an 8.4% year-over-year revenue growth and an 11.4% increase in segment income, driven by strong performance in the services business, which grew 21.6% year-over-year. Tabelog reported a 19.2% growth in revenue and a 31.8% rise in segment income, supported by the expansion of restaurant advertising and reservation services. Kyujin Box saw a 36.3% increase in revenue, although its segment margins declined due to higher commission expenses. Meanwhile, the Incubation segment experienced a 1.8% decrease in revenue but a 49.3% increase in segment income, with a strategic focus on new businesses and M&A activities to foster growth.Kakaku Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
88
Very Positive
Cash Flow
82
Very Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 90.64B | 78.44B | 66.93B | 60.82B | 51.72B | 51.08B |
| Gross Profit | 28.17B | 49.20B | 44.02B | 41.00B | 34.82B | 33.58B |
| EBITDA | 32.44B | 33.70B | 29.48B | 27.61B | 22.63B | 21.98B |
| Net Income | 19.30B | 20.03B | 18.09B | 16.15B | 14.29B | 11.76B |
Balance Sheet | ||||||
| Total Assets | 84.26B | 93.50B | 83.31B | 78.58B | 70.48B | 70.96B |
| Cash, Cash Equivalents and Short-Term Investments | 36.79B | 50.86B | 37.70B | 36.45B | 34.30B | 34.89B |
| Total Debt | 3.71B | 4.25B | 5.18B | 5.96B | 6.60B | 8.26B |
| Total Liabilities | 23.65B | 31.37B | 31.62B | 30.42B | 22.31B | 23.82B |
| Stockholders Equity | 60.41B | 61.81B | 51.38B | 47.88B | 47.96B | 46.88B |
Cash Flow | ||||||
| Free Cash Flow | 22.79B | 26.79B | 19.25B | 22.04B | 15.65B | 16.67B |
| Operating Cash Flow | 23.33B | 27.49B | 19.53B | 22.59B | 16.03B | 17.29B |
| Investing Cash Flow | -11.36B | -3.02B | -2.23B | -2.87B | -1.31B | -2.18B |
| Financing Cash Flow | -18.16B | -11.30B | -16.08B | -17.57B | -15.31B | -9.72B |
Kakaku Technical Analysis
Positive
2144.50
Price Trends
1888.67
Positive
2066.53
Positive
2336.37
Negative
Market Momentum
62.24
Positive
57.44
Neutral
60.16
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2371, the sentiment is Positive. The current price of 2144.5 is above the 20-day moving average (MA) of 2093.95, above the 50-day MA of 1888.67, and below the 200-day MA of 2336.37, indicating a neutral trend. The MACD of 62.24 indicates Positive momentum. The RSI at 57.44 is Neutral, neither overbought nor oversold. The STOCH value of 60.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2371.
Kakaku Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥507.08B | 22.87 | 32.41% | 3.62% | 20.96% | -5.96% | |
72 Outperform | ¥25.50B | 7.57 | 22.37% | 5.66% | -22.77% | ― | |
70 Outperform | ¥45.65B | 34.67 | ― | ― | 27.05% | 495.56% | |
65 Neutral | ¥8.77B | 18.99 | ― | ― | 8.91% | 0.02% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
41 Neutral | ¥3.53B | -15.74 | ― | ― | -1.30% | -311.01% | |
40 Underperform | ¥2.11B | 83.90 | ― | ― | 1.03% | ― |
* Communication Services Sector Average
JP:2371
Kakaku
2,581.50
40.11
1.58%
JP:2120
LIFULL Co
193.00
47.25
32.41%
JP:3674
Aucfan Co., Ltd.
333.00
-20.00
-5.67%
JP:5243
note inc.
2,363.00
832.00
54.34%
JP:7082
Jimoty, Inc.
934.00
16.00
1.74%
JP:7356
Retty Inc.
141.00
-15.00
-9.62%
Kakaku Corporate Events
Kakaku.com Denies Basis for Reported EQT Takeover Talks
Apr 23, 2026
Kakaku.com, Inc. stated that a Bloomberg report claiming Swedish investment firm EQT is considering acquiring the company was not based on any announcement from Kakaku.com. The company emphasized that, although it routinely considers various optio...
Kakaku.com Corrects Disclosure on Change of Major Shareholder
Mar 18, 2026
Kakaku.com, Inc. announced it has corrected a previously disclosed notice regarding a change in a major shareholder, clarifying inaccuracies in the reported submission dates of large shareholding reports. The company stated that the number of voti...
Kakaku.com Reports Significant Stake Increase by Oasis Management
Mar 18, 2026
Kakaku.com has disclosed a change in its major shareholder following a large shareholding report filed with the Kanto Local Finance Bureau. Oasis Management Company Ltd., an asset management firm based in the Cayman Islands, significantly increase...
Kakaku.com Reshapes Organization and Leadership to Boost AI and Governance
Feb 18, 2026
Kakaku.com will reorganize its structure from April 1, 2026, renaming Kyujin Box Company as HR Company after integrating the engage recruitment business, and creating a dedicated AI Product Development Department to drive AI use across its operati...
Kakaku balances FY26 growth drive with targeted profit pullback
Feb 4, 2026
Kakaku.com reported FY26/3 Q3 revenue of ¥24 billion and operating profit of ¥7.3 billion, with double-digit gains at Tabelog offsetting weaker personal finance performance and investment-driven margin pressure at Kyujin Box. Management ...
Kakaku.com Grows Sales but Faces Margin Pressure Ahead of FY2026 Close
Feb 4, 2026
Kakaku.com’s nine-month revenue rose 21.5% to ¥68.9 billion on continuing expansion of its comparison and media platforms, but operating profit slid 4.2% as the mix shift toward newer services and consolidated changes weighed on margins...
Kakaku.com Director Passes Away; Board Structure Remains Compliant
Jan 28, 2026
Kakaku.com, Inc. announced that board director Daisuke Tominaga passed away on January 25, 2026, resulting in his resignation from the board effective the same day, with the company expressing gratitude for his contributions and offering condolenc...
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.