Kakaku.com Aktie

21,30 €

0,12 %

L&S, 28. September, 21:53 Uhr. Markt geöffnet.

ISIN

JP3206000006

Symbol

2371

Sektor

Medien & Unterhaltung

Industrie

Interaktive Medien und Onlinedienste

Mit

tracken

Übersicht Dividenden Analysten Charts News Strategien

Kakaku.com Aktienkurs

3.810,00 ¥

+146,59 4,00 % 5 J.

Tokyo, Schlusskurs Mo, 28.09.2026

-2,00 0,05 %

Vergleich mit Peer Group

Rakuten

ISIN

JP3206000006

Symbol

2371

Sektor

Medien & Unterhaltung

Industrie

Interaktive Medien und Onlinedienste

Als kostenloser aktien.guide Basis-Nutzer kannst Du die Scores zu allen 9.127 weltweiten Aktien einsehen.

Jetzt kostenlos registrieren

Kennzahlen

Basis

Marktkapitalisierung

747,4 Mrd. ¥

Enterprise Value

707,0 Mrd. ¥

Nettoverschuldung

positiv

Cash

48,5 Mrd. ¥

Anzahl Aktien

197,8 Mio.

Bewertung (TTM | erwartet)

KGV

40,8

KUV

7,6 | 6,6

EV/Sales

7,2 | 6,3

EV/FCF

33,6

KBV

11,5

Dividende

Dividende je Aktie

50,00 ¥

Rendite 1J. | 5J.

1,3 % | 1,9 %

Wachstum 1J | 5J

0,7 % | 4,9 %

Payout 1J | 3J

52,6 % | 61,1 %

Erhöhungen

3 Jahre

Finanzen (TTM | erwartet)

Umsatz

97,9 Mrd. ¥ | 113,1 Mrd. ¥

EBITDA

31,4 Mrd. ¥

EBIT

26,8 Mrd. ¥

Nettogewinn

18,5 Mrd. ¥

Free Cashflow

21,0 Mrd. ¥

Wachstum (TTM | erwartet)

Umsatz

18,4 % | 20,1 %

EBITDA

-6,8 %

EBIT

-9,6 %

Nettogewinn

-8,7 %

Free Cashflow

-12,0 %

Marge

Brutto

27,3 %

EBITDA

32,0 %

EBIT

27,4 %

Netto

18,9 %

Free Cashflow

21,5 %

Finanzielle Stabilität

Eigenkapitalquote

70,3 %

Eigenkapitalrendite

28,9 %

ROCE

39,2 %

ROIC

66,3 %

Verschuldungsgrad

0,1

Weitere

EPS

93,3 ¥

FCF je Aktie

106,4 ¥

Short Interest

Mitarbeiter

1 Tsd.

Umsatz je MA

68,2 Mio. ¥

Kakaku.com Aktie Analyse

Scores kostenlos freischalten

??

13 Analysten haben eine Kakaku.com Prognose abgegeben:

6x Kaufen

46 %

7x Halten

54 %

Mehr Details zu Analystenschätzungen inkl. Kursziele

13 Analysten haben eine Kakaku.com Prognose abgegeben:

Kaufen

46 %

Halten

54 %

Analystenschätzungen inkl. Kursziele

Kakaku.com Events

Vergangene Events

FEB

Q3 2026 Earnings Call

vor 8 Monaten

1. Management Discussion

村村

村上　敦浩 executive

Good afternoon. This is Murakami from Kakaku.com. Thank you very much for joining us today. I would like to jump right into the financial results for the third quarter of the fiscal year ending March 2026.

Please turn to Page 1 for the executive summary. As a reminder, our full year consolidated guidance remains at JPY 92 billion in revenue and JPY 28 billion in operating income. That is higher revenue with lower profit. We have prioritized expanding our investment in Kyujin Box to drive top line growth above recent historical levels. While we view this fiscal year as an investment phase, we expect operating income to be slightly lower than the previous year.

Now for the third quarter summary. Consolidated revenue reached JPY 24 billion, up 18.2% year-over-year, bringing the cumulative total to JPY 68.9 billion. Operating profit was JPY 7.3 billion, down 9.2% year-over-year with a cumulative total of JPY 21.1 billion. Performance is progressing generally in line with our plan. Since the fourth quarter is the peak season for Kyujin Box, we intend to invest as planned and grow the top line significantly.

Kakaku.com. While Shopping expanded, the Finance category saw a decline, resulting in a slight decrease in both revenue and profit for the segment.

Tabelog. Online reservations remained strong during the year-end party season, leading to double-digit growth in both revenue and profit.

Kyujin Box. As a result of branding investments, the segment reported increased revenue, but decreased profit, in line with our plan. We have also agreed to acquire the engage business from en Inc. as a subsidiary. Starting in April, we plan to strengthen our HR business with these 2 recruitment media platforms.

Incubation. This segment saw growth driven primarily by LiPLUS, which joined the group in April, and Time Design.

Next, our consolidated financial results for the third quarter. Revenue was JPY 24.03 billion, up 18.2% year-on-year. Progress toward the full year forecast was 74.9%. Operating profit was JPY 7.29 billion, down 9.2% year-on-year, a progress rate of 75.5%. Profit before tax, profit attributable to owners of the parent and EPS are as indicated.

Page 4 shows the revenue and profit for each segment. Kakaku.com. Revenue was JPY 5.97 billion, down 1.1% year-on-year. Segment income was JPY 3.168 billion, down 0.1% year-on-year.

Tabelog, revenue was JPY 10.743 billion, up 19.8% year-on-year. Segment income was JPY 6.168 billion, up 26.2% year-on-year.

Kyujin Box, revenue was JPY 4.797 billion, up 39.5% year-on-year. Segment income was negative JPY 501 million.

Incubation, revenue was JPY 2.52 billion, up 33.9% year-on-year. Segment profit was JPY 829 million, up 122.1% year-on-year.

Regarding the adjustments of segment income or indirect expenses, these increased slightly. This was due to M&A advisory fees for projects considered, including those not realized, company-wide AI investments and stock option expenses for employees.

Please refer to Pages 5 and 6 for the analysis of changes in operating profit and the trend of major expenses.

Our CFO, Mr. Kasuya, will now provide details on each segment.

Shinichi Kasuya executive

Hello. This is Kasuya. I will now walk through the performance by segment. First, Page 8, the Kakaku.com business. For the third quarter, revenue was JPY 5.97 billion, down 1.1% year-over-year, and segment income was JPY 3.168 billion, down 0.1% year-over-year. Both were slight decreases.

In Shopping, replacement demand for PCs remained strong following the end of support for Windows 10 in October 2025, resulting in a 4.9% increase in revenue. However, personal finance revenue decreased 7.3% year-over-year. Online banks have been curbing their mortgage marketing activities due to the current rising interest rate. Because this decline in finance outweighed the gains in Shopping, the segment overall saw a decrease in revenue. While this trend is likely to continue, we expect full year performance to progress according to our initial plan.

Moving on to Tabelog on Page 9. Third quarter revenue was JPY 10.743 billion, up 19.8% year-over-year, and segment profit was JPY 6.168 billion, up 26.2% year-over-year. As we entered the peak season, online reservation revenue maintained a high growth rate of 29.5% year-over-year. In the fourth quarter, we plan to invest in promotions to expand our share in regional cities for future growth, which might cause a temporary decline in profit margins. However, we are on track to achieve our full year targets.

Next, we have key KPIs for Tabelog. The number of fee-paying restaurants for both promotion and reservations continued to grow. Total online reservations exceeded 37 million, a record high. Inbound reservations were particularly strong, reaching over 10,000 people per day during the peak month of December.

Regarding Kyujin Box on Page 11, third quarter revenue was JPY 4.797 billion, up 39.5% year-over-year. Despite a seasonal lull and intensified competition, growth remained robust. Segment loss was JPY 501 million as we continue strategic branding investments. We plan to concentrate these investments in the fourth quarter to align with the market's peak season. While the loss may expand in the fourth quarter, revenue growth is exceeding our plan, so we expect full year profit to align with initial targets.

Next, we have key KPIs for Kyujin Box. Monthly visits and active accounts continue to see double-digit growth. A new TV commercial launched in January has already shown positive effects on current traffic growth.

Finally, on Page 13, the incubation business. Third quarter revenue was JPY 2.52 billion, up 33.9% year-over-year, and segment profit exceeded JPY 800 million, a significant increase over last year. The addition of LiPLUS and the strong performance of Time Design drove this growth. We expect full year results to be roughly in line with our initial plan.

This concludes our explanation of the results for the third quarter of the fiscal year ending March 2026.

[Statements in English on this transcript were spoken by an interpreter present on the live call.]

Finanzdaten von Kakaku.com

Gewinn- und VerlustrechnungGuV Bilanz Cashflow

Quartal TTM Jährlich

Jun '26		+/- %
Umsatz	97.869 97.869	18 % 18 % 100 %
- Direkte Kosten	71.131 71.131	35 % 35 % 73 %
Bruttoertrag	26.738 26.738	11 % 11 % 27 %
- Vertriebs- und Verwaltungskosten	- -	- -
- Forschungs- und Entwicklungskosten	- -	- -
EBITDA	31.360 31.360	7 % 7 % 32 %
- Abschreibungen	4.557 4.557	13 % 13 % 5 %
EBIT (Operatives Ergebnis) EBIT	26.803 26.803	10 % 10 % 27 %
Nettogewinn	18.467 18.467	9 % 9 % 19 %

Angaben in Millionen JPY.

Auf Wunsch erhältst Du jeden Morgen pünktlich zum Frühstück eine E-Mail, die alle für Dich relevanten Aktien-News enthält.

News kostenlos abonnieren

Kakaku.com Aktie News

Neutral

Business Wire

●

vor etwa einem Monat

Oasis unterstützt kein Übernahmeangebot für Kakaku.com unter JPY 3.640 pro Aktie (Wertpapierkennzeichen: 2371 JT)

HONG KONG--(BUSINESS WIRE)--Oasis Management Company Ltd. („Oasis“) ist der Manager von Fonds, die wirtschaftlich rund 19,5 % an Kakaku.com, Inc. („Kakaku“ oder das „Unternehmen“) halten. Oasis hat die Prinzipien für verantwortungsbewusste institutionelle Investoren der Japan FSA (auch Japan Stewardship Code) übernommen und überwacht sowie sucht in Übereinstimmung mit diesen Grundsätzen den Dia...

Firmenprofil

Kakaku.com, Inc. bietet über seine Website Kakaku.com Internetdienste an. Das Unternehmen ist in den folgenden Segmenten tätig: Internet Media und Finanzen. Das Segment Internet Media umfasst Kundendienstleistungen, Werbedienstleistungen, Verkaufsunterstützung, Informationsbereitstellung, Tabelog-Geschäft, 4Travel-Geschäft und andere, wie z. B. externe Medienartikel. Das Finanzsegment umfasst den Devisenhandel und Versicherungsdienstleistungen. Es bietet auch die Preisspannen von Produkten und andere Informationen von Waren und Dienstleistungen, die Personalcomputer, Heimelektronik, Breitband- und Mobiltelefon-Telekommunikationsgebühren, Lebensmittel, Getränke, Inneneinrichtung und Kosmetika umfassen. Das Unternehmen wurde am 11. Dezember 1997 gegründet und hat seinen Hauptsitz in Tokio, Japan.

Hauptsitz	Japan
CEO	Mr. Murakami
Mitarbeiter	1.381
Gegründet	1997
Webseite	corporate.kakaku.com

Kostenlos registrieren

aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.

Jetzt starten