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Kakaku.com Inc (JP:2371)
:2371
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Kakaku (2371) AI Stock Analysis

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JP:2371

Kakaku

(2371)

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Neutral 68 (OpenAI - 4o)
Rating:68Neutral
Price Target:
¥2,783.00
▲(20.79% Upside)
Kakaku's strong financial performance is the most significant factor, supported by consistent revenue growth and low leverage. However, technical indicators suggest a bearish trend, and the valuation indicates moderate pricing. The absence of earnings call and corporate events data limits further insights.
Positive Factors
Revenue Growth
Consistent revenue growth indicates a strong market position and effective business model, supporting long-term financial stability.
Low Leverage
Low leverage enhances financial flexibility and reduces risk, allowing Kakaku to invest in growth opportunities without significant debt burden.
Strong Cash Generation
Strong cash generation supports operational needs and strategic investments, ensuring sustainability and resilience in varying market conditions.
Negative Factors
Declining Cash Flow Growth
Declining cash flow growth may signal potential challenges in maintaining liquidity and funding future growth, impacting long-term financial health.
Margin Pressure
Pressure on margins can limit profitability and reduce competitive edge, potentially affecting Kakaku's ability to sustain its market position.
No Recent Corporate Events
Lack of recent corporate events or strategic initiatives may indicate missed opportunities for growth or adaptation in a dynamic market.

Kakaku (2371) vs. iShares MSCI Japan ETF (EWJ)

Kakaku Business Overview & Revenue Model

Company DescriptionKakaku Co., Ltd. (2371) is a Japanese company primarily engaged in providing price comparison services and product reviews, catering to consumers in the electronics and home appliance sectors. The company operates several online platforms, including Kakaku.com, which allows users to compare prices, read product reviews, and make informed purchasing decisions. Additionally, Kakaku offers advertisement services and operates in the travel and dining sectors, providing a comprehensive suite of services designed to enhance consumer experience across various markets.
How the Company Makes MoneyKakaku generates revenue through multiple streams, primarily from advertising and affiliate marketing. The company earns money by allowing retailers and manufacturers to advertise their products on its platforms, charging fees based on impressions or clicks. Furthermore, Kakaku receives commissions from sales generated through its affiliate links, where users are directed to partner sites to complete their purchases. The company also benefits from partnerships with various retailers and service providers, enhancing its offerings and increasing traffic to its platforms, which in turn boosts its advertising revenues. Additionally, Kakaku has expanded into subscription services and premium listings, further diversifying its revenue model.

Kakaku Earnings Call Summary

Earnings Call Date:Aug 06, 2024
(Q1-2025)
|
% Change Since: |
Next Earnings Date:Feb 10, 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.
Q1-2025 Updates
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.
Segment Performance: Tabelog and Kyujin Box
Tabelog posted a year-over-year revenue growth of 19.2% and segment income growth of 31.8%. Kyujin Box saw a 36.3% year-over-year increase in revenue and a 15.3% increase in segment income.
Improvement in Kakaku.com Services
Services business within Kakaku.com grew by 21.6% year-over-year, driven by strong performance in personal finance and telecommunications.
Successful User Growth in Kyujin Box
Kyujin Box's monthly users in June exceeded 11 million, surpassing the initial forecast for the end of the fiscal year and reaching a new record high.
Incubation Segment Growth
Despite a 1.8% decrease in revenue year-over-year, the Incubation segment's income increased by 49.3%, showing growth in real estate, travel, and transportation.
Negative Updates
Challenges in Advertising Business
The Advertising business segment continues to face difficulties with a steady decline in revenue.
Weakness in Tabelog Inbound Reservation Service
The number of reservations after the release of the inbound reservation service is lower than expected, with about 1,600 reservations per day.
Shopping Business Revenue Decline
The Shopping business within Kakaku.com experienced an overall decline of 3% year-over-year, although the decline is narrowing.
Impact of Divestiture in Incubation
Revenue in the Incubation segment decreased by 1.8% year-over-year, partially due to the divestiture of gaie, Inc., a subsidiary, in the previous fiscal year.
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
Kakaku demonstrates strong profitability with consistent revenue growth and robust margins. The balance sheet shows low leverage with a low debt-to-equity ratio, and strong returns on equity. However, there are minor declines in cash flow growth and profit margins, indicating potential pressure on profitability.
Income Statement
85
Very Positive
Kakaku demonstrates strong profitability with a consistent increase in revenue and robust margins. The TTM data shows a healthy revenue growth rate of 5.41%, and the company maintains high gross and net profit margins. However, there is a slight decline in margins compared to the previous year, indicating potential pressure on profitability.
Balance Sheet
80
Positive
The balance sheet is solid with a low debt-to-equity ratio of 0.14 in the TTM period, indicating low leverage. The return on equity remains strong at 35.04%, showcasing efficient use of equity. However, the equity ratio is not explicitly provided, which could give more insight into financial stability.
Cash Flow
75
Positive
Cash flow analysis shows a slight decline in free cash flow growth, but the company maintains a high operating cash flow to net income ratio, indicating good cash generation relative to earnings. The free cash flow to net income ratio is also strong, though slightly decreased, suggesting effective cash management.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue82.68B78.44B66.93B60.82B51.72B51.08B
Gross Profit30.13B29.78B66.93B60.82B51.72B51.08B
EBITDA33.62B33.23B29.76B26.98B22.65B21.58B
Net Income20.23B20.03B18.09B16.15B14.29B11.76B
Balance Sheet
Total Assets86.74B93.50B83.31B78.56B70.48B70.96B
Cash, Cash Equivalents and Short-Term Investments38.55B50.86B38.14B36.98B34.55B35.57B
Total Debt8.05B4.25B5.18B5.96B6.60B8.26B
Total Liabilities30.65B31.37B31.62B30.42B22.31B23.82B
Stockholders Equity55.83B61.81B51.38B47.88B47.96B46.88B
Cash Flow
Free Cash Flow26.15B26.79B17.44B20.40B14.26B15.09B
Operating Cash Flow26.83B27.49B19.52B22.40B16.03B17.29B
Investing Cash Flow-11.83B-3.02B-2.21B-2.68B-1.31B-2.18B
Financing Cash Flow-14.31B-11.30B-16.08B-17.57B-15.31B-9.72B

Kakaku Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2304.00
Price Trends
50DMA
2556.18
Negative
100DMA
2622.25
Negative
200DMA
2498.94
Negative
Market Momentum
MACD
-66.13
Positive
RSI
29.45
Positive
STOCH
12.91
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2371, the sentiment is Negative. The current price of 2304 is below the 20-day moving average (MA) of 2496.63, below the 50-day MA of 2556.18, and below the 200-day MA of 2498.94, indicating a bearish trend. The MACD of -66.13 indicates Positive momentum. The RSI at 29.45 is Positive, neither overbought nor oversold. The STOCH value of 12.91 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2371.

Kakaku Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
4.92%-12.12%
72
Outperform
¥4.16B24.761.19%-0.86%-29.61%
70
Outperform
¥20.17B20.292.01%8.68%
68
Neutral
$541.36B26.9333.08%2.90%20.98%0.48%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
45
Neutral
¥5.40B76.210.78%4.75%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2371
Kakaku
2,304.00
-114.21
-4.72%
JP:2454
All About, Inc.
386.00
63.68
19.76%
JP:3662
Ateam Inc.
1,172.00
523.22
80.65%
JP:3675
Cross Marketing Group, Inc.
644.00
2.36
0.37%
JP:3770
Zappallas, Inc.
419.00
21.90
5.51%
JP:4298
Proto Corp.
2,090.00
741.00
54.93%

Kakaku Corporate Events

Kakaku.com Reports Revenue Growth Amid Profit Challenges
Nov 6, 2025

Kakaku.com, Inc. is a Japanese company primarily engaged in providing online platforms for price comparison, restaurant reviews, job listings, and various other services, operating in the e-commerce and internet services sector.

Kakaku.com Revises Active Account Figures for Kyujin Box
Nov 6, 2025

Kakaku.com, Inc. announced a correction to its second-quarter fiscal results presentation, specifically regarding the number of active accounts for its Kyujin Box service. The correction adjusted the reported figure from 14,500 to 13,800 active client accounts, reflecting a year-over-year growth of 56.8% instead of the previously stated 64.8%. This adjustment may influence stakeholders’ perception of the company’s growth metrics.

The most recent analyst rating on (JP:2371) stock is a Buy with a Yen2855.00 price target. To see the full list of analyst forecasts on Kakaku stock, see the JP:2371 Stock Forecast page.

Kakaku.com Reports Revenue Growth Amid Strategic Investments
Nov 5, 2025

Kakaku.com Inc. reported a 23.4% increase in revenue year-on-year for Q2, though operating profit decreased by 1.4%. The company saw moderate revenue and profit growth in its core platform, Kakaku.com, and strong performance in Tabelog’s online reservations. Despite a segment loss in Kyujin Box due to brand investment, revenue growth exceeded expectations. Looking ahead, the company plans to expand investment in Kyujin Box to drive overall revenue growth, despite an anticipated decline in profit.

The most recent analyst rating on (JP:2371) stock is a Buy with a Yen2855.00 price target. To see the full list of analyst forecasts on Kakaku stock, see the JP:2371 Stock Forecast page.

Kakaku.com Reports Revenue Growth Amid Profit Decline
Nov 5, 2025

Kakaku.com, Inc. reported its consolidated financial results for the six months ending September 30, 2025, showing a 23.4% increase in revenue compared to the previous year. Despite the revenue growth, the company experienced a slight decline in operating profit and profit before income taxes, indicating potential challenges in cost management or market conditions. The company also announced a stable dividend payout and maintained its earnings forecast for the fiscal year ending March 31, 2026, suggesting confidence in its long-term financial strategy.

The most recent analyst rating on (JP:2371) stock is a Buy with a Yen2855.00 price target. To see the full list of analyst forecasts on Kakaku stock, see the JP:2371 Stock Forecast page.

Kakaku.com Reports Strong Revenue Growth in Q2 2025
Aug 7, 2025

Kakaku.com, Inc. is a prominent Japanese company operating in the digital services sector, known for its popular consumer platforms such as Kakaku.com, Tabelog, and Kyujin Box, which provide price comparison, restaurant reservations, and job listings, respectively.

Kakaku.com Reports Strong Q1 Growth Amid Strategic Investments
Aug 6, 2025

Kakaku.com reported a strong start to FY26/3 with a 24% increase in revenue and a 4.9% rise in operating profit year-on-year. Key contributors to this growth include Tabelog’s robust online reservation performance and Kyujin Box’s unexpected revenue surge despite anticipated lower profits due to investments. The company also saw gains in its Incubation segment with the addition of LiPLUS, while divesting Eiga.com to streamline its operations. Looking ahead, Kakaku.com plans to focus on expanding investments in Kyujin Box, aiming for overall revenue growth despite an expected decline in profit.

The most recent analyst rating on (JP:2371) stock is a Hold with a Yen2320.00 price target. To see the full list of analyst forecasts on Kakaku stock, see the JP:2371 Stock Forecast page.

Kakaku.com Reports Revenue Growth Amid Profit Challenges
Aug 6, 2025

Kakaku.com reported a significant increase in revenue for the three months ended June 30, 2025, with a 24% year-on-year growth. However, the company experienced marginal growth in operating profit and profit before income taxes, indicating potential challenges in cost management or market conditions. The company also announced a forecasted decline in profits for the fiscal year ending March 31, 2026, despite an expected increase in revenue, suggesting strategic adjustments may be necessary.

The most recent analyst rating on (JP:2371) stock is a Hold with a Yen2320.00 price target. To see the full list of analyst forecasts on Kakaku stock, see the JP:2371 Stock Forecast page.

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.Date of analysis: Nov 06, 2025