View Future Growthgiftee 過去の業績過去 基準チェック /26gifteeの収益は年間平均-18.2%の割合で減少していますが、 Interactive Media and Services業界の収益は年間 増加しています。収益は年間19.8% 29.6%割合で 増加しています。 gifteeの自己資本利益率は7.9%であり、純利益率は5%です。主要情報-18.20%収益成長率-21.08%EPS成長率Interactive Media and Services 業界の成長17.00%収益成長率29.63%株主資本利益率7.87%ネット・マージン4.98%次回の業績アップデート14 Aug 2026最近の業績更新お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026お知らせ • Apr 10+ 2 more updatesgiftee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026giftee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026お知らせ • Mar 01giftee Inc. to Report Q1, 2025 Results on May 14, 2025giftee Inc. announced that they will report Q1, 2025 results on May 14, 2025お知らせ • Dec 03giftee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025giftee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥8.47 (vs JP¥4.90 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.47 (up from JP¥4.90 in 1Q 2023). Revenue: JP¥2.25b (up 15% from 1Q 2023). Net income: JP¥249.0m (up 74% from 1Q 2023). Profit margin: 11% (up from 7.3% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe.お知らせ • Mar 22+ 1 more updategiftee Inc. to Report Q3, 2024 Results on Nov 14, 2024giftee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026お知らせ • Feb 14+ 1 more updategiftee Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026giftee Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of JPY 16,949 million and operating profit of JPY 3,484 million.お知らせ • Feb 13giftee Inc., Annual General Meeting, Mar 30, 2026giftee Inc., Annual General Meeting, Mar 30, 2026.お知らせ • Apr 10+ 2 more updatesgiftee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026giftee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026お知らせ • Mar 01giftee Inc. to Report Q1, 2025 Results on May 14, 2025giftee Inc. announced that they will report Q1, 2025 results on May 14, 2025お知らせ • Feb 14giftee Inc., Annual General Meeting, Mar 27, 2025giftee Inc., Annual General Meeting, Mar 27, 2025.お知らせ • Dec 03giftee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025giftee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025Buy Or Sell Opportunity • Nov 15Now 23% overvaluedOver the last 90 days, the stock has fallen 1.6% to €6.35. The fair value is estimated to be €5.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 589% in the next 2 years.Buy Or Sell Opportunity • Sep 09Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €7.15. The fair value is estimated to be €5.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 588% in the next 2 years.New Risk • Aug 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 83% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (83% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).Buy Or Sell Opportunity • Aug 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €6.80. The fair value is estimated to be €5.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 73%. Revenue is forecast to grow by 55% in 2 years. Earnings are forecast to grow by 708% in the next 2 years.Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥8.47 (vs JP¥4.90 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.47 (up from JP¥4.90 in 1Q 2023). Revenue: JP¥2.25b (up 15% from 1Q 2023). Net income: JP¥249.0m (up 74% from 1Q 2023). Profit margin: 11% (up from 7.3% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe.Buy Or Sell Opportunity • Apr 26Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to €6.95. The fair value is estimated to be €9.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €7.65. The fair value is estimated to be €9.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.お知らせ • Mar 22+ 1 more updategiftee Inc. to Report Q3, 2024 Results on Nov 14, 2024giftee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024お知らせ • Feb 24giftee Inc. to Report Q1, 2024 Results on May 14, 2024giftee Inc. announced that they will report Q1, 2024 results on May 14, 2024New Risk • Feb 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (46% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.4% average weekly change).お知らせ • Feb 16giftee Inc., Annual General Meeting, Mar 27, 2024giftee Inc., Annual General Meeting, Mar 27, 2024.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥4.41 (vs JP¥0.35 in FY 2022)Full year 2023 results: EPS: JP¥4.41 (up from JP¥0.35 in FY 2022). Revenue: JP¥7.23b (up 53% from FY 2022). Net income: JP¥129.0m (up JP¥119.0m from FY 2022). Profit margin: 1.8% (up from 0.2% in FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe.New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Large one-off items impacting financial results.お知らせ • Dec 05giftee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024giftee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: JP¥4.17 (vs JP¥0.76 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.17 (up from JP¥0.76 in 3Q 2022). Revenue: JP¥1.72b (up 56% from 3Q 2022). Net income: JP¥122.0m (up 455% from 3Q 2022). Profit margin: 7.1% (up from 2.0% in 3Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe.New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: JP¥5.72 (vs JP¥2.60 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.72 (up from JP¥2.60 in 2Q 2022). Revenue: JP¥1.63b (up 35% from 2Q 2022). Net income: JP¥167.0m (up 123% from 2Q 2022). Profit margin: 10% (up from 6.2% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Germany.お知らせ • May 31giftee Inc. to Report Q2, 2023 Results on Aug 14, 2023giftee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥0.35 (vs JP¥5.47 in FY 2021)Full year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe.Reported Earnings • Feb 20Full year 2022 earnings released: EPS: JP¥0.35 (vs JP¥5.47 in FY 2021)Full year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Europe.お知らせ • Feb 16+ 2 more updatesgiftee Inc. to Report Q3, 2023 Results on Nov 14, 2023giftee Inc. announced that they will report Q3, 2023 results on Nov 14, 2023Board Change • Nov 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Sep 15giftee Inc. (TSE:4449) agreed to acquire paintory Inc. from Yuta Katayama for ¥6 milliongiftee Inc. (TSE:4449) agreed to acquire paintory Inc. from Yuta Katayama for ¥6 million on September 14, 2022. Under this transaction, giftee is acquiring 16,028 shares. In related transaction, Yuta Katayama will execute a share transfer agreement with all existing shareholders of paintory Inc. by the contract date. For the year ended February 28,2022, paintory Inc. reported Total assets of ¥83 million, Net worth of ¥-89 million and Operating income of ¥-86 million. Scheduled Contract execution date is September 26, 2022. The transaction is expected to complete on October 3, 2022.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: JP¥2.60 (vs JP¥3.36 loss in 2Q 2021)Second quarter 2022 results: EPS: JP¥2.60 (up from JP¥3.36 loss in 2Q 2021). Revenue: JP¥1.20b (up 60% from 2Q 2021). Net income: JP¥75.0m (up JP¥167.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 33%, compared to a 16% growth forecast for the industry in Germany.Board Change • Jun 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). External Director Miwako Iyoku was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥5.47 (down from JP¥28.43 in FY 2020). Revenue: JP¥3.73b (up 21% from FY 2020). Net income: JP¥150.0m (down 80% from FY 2020). Profit margin: 4.0% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 22%, compared to a 35% growth forecast for the industry in Germany.お知らせ • Feb 16giftee Inc., Annual General Meeting, Mar 23, 2022giftee Inc., Annual General Meeting, Mar 23, 2022.お知らせ • Feb 14+ 3 more updatesgiftee Inc. to Report Q1, 2022 Results on May 12, 2022giftee Inc. announced that they will report Q1, 2022 results on May 12, 2022Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €8.67, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 28x in the Interactive Media and Services industry in Europe.Board Change • Jan 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.収支内訳giftee の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:A42ECM 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2614,1957078,120031 Dec 2514,1499357,822030 Sep 2513,111-706,999030 Jun 2512,204-1906,427031 Mar 2510,980-1755,911031 Dec 249,554-5105,440030 Sep 248,7833945,316030 Jun 248,1023125,084031 Mar 247,5182354,890031 Dec 237,2261294,599030 Sep 236,6382764,208030 Jun 236,0181763,958031 Mar 235,596843,793031 Dec 224,723103,603030 Sep 224,4791853,464030 Jun 224,166523,371031 Mar 223,717-1153,195031 Dec 213,7251502,859030 Sep 214,4127082,503030 Jun 214,1118752,088031 Mar 213,7249991,650031 Dec 203,0827521,483030 Sep 201,7482751,163030 Jun 201,7122941,110031 Mar 201,7813671,076031 Dec 191,7673841,039031 Dec 181,1211986490質の高い収益: A42ECMは 高品質の収益 を持っています。利益率の向上: A42ECM過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: A42ECMの収益は過去 5 年間で年間18.2%減少しました。成長の加速: A42ECMは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: A42ECM昨年収益を上げたため、昨年の収益成長をInteractive Media and Services業界 ( 9.9% ) と比較することは困難です。株主資本利益率高いROE: A42ECMの 自己資本利益率 ( 7.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/02 00:46終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋giftee Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Jiro KojimaDaiwa Securities Co. Ltd.Norihiro MiyazakiGoldman SachsRyo KawauchiMarusan Securities Co. Ltd.2 その他のアナリストを表示
お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026
お知らせ • Apr 10+ 2 more updatesgiftee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026giftee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
お知らせ • Mar 01giftee Inc. to Report Q1, 2025 Results on May 14, 2025giftee Inc. announced that they will report Q1, 2025 results on May 14, 2025
お知らせ • Dec 03giftee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025giftee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥8.47 (vs JP¥4.90 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.47 (up from JP¥4.90 in 1Q 2023). Revenue: JP¥2.25b (up 15% from 1Q 2023). Net income: JP¥249.0m (up 74% from 1Q 2023). Profit margin: 11% (up from 7.3% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe.
お知らせ • Mar 22+ 1 more updategiftee Inc. to Report Q3, 2024 Results on Nov 14, 2024giftee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026
お知らせ • Feb 14+ 1 more updategiftee Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026giftee Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of JPY 16,949 million and operating profit of JPY 3,484 million.
お知らせ • Feb 13giftee Inc., Annual General Meeting, Mar 30, 2026giftee Inc., Annual General Meeting, Mar 30, 2026.
お知らせ • Apr 10+ 2 more updatesgiftee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026giftee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
お知らせ • Mar 01giftee Inc. to Report Q1, 2025 Results on May 14, 2025giftee Inc. announced that they will report Q1, 2025 results on May 14, 2025
お知らせ • Feb 14giftee Inc., Annual General Meeting, Mar 27, 2025giftee Inc., Annual General Meeting, Mar 27, 2025.
お知らせ • Dec 03giftee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025giftee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
Buy Or Sell Opportunity • Nov 15Now 23% overvaluedOver the last 90 days, the stock has fallen 1.6% to €6.35. The fair value is estimated to be €5.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 589% in the next 2 years.
Buy Or Sell Opportunity • Sep 09Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €7.15. The fair value is estimated to be €5.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 588% in the next 2 years.
New Risk • Aug 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 83% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (83% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).
Buy Or Sell Opportunity • Aug 20Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €6.80. The fair value is estimated to be €5.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 73%. Revenue is forecast to grow by 55% in 2 years. Earnings are forecast to grow by 708% in the next 2 years.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: JP¥8.47 (vs JP¥4.90 in 1Q 2023)First quarter 2024 results: EPS: JP¥8.47 (up from JP¥4.90 in 1Q 2023). Revenue: JP¥2.25b (up 15% from 1Q 2023). Net income: JP¥249.0m (up 74% from 1Q 2023). Profit margin: 11% (up from 7.3% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe.
Buy Or Sell Opportunity • Apr 26Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to €6.95. The fair value is estimated to be €9.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €7.65. The fair value is estimated to be €9.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
お知らせ • Mar 22+ 1 more updategiftee Inc. to Report Q3, 2024 Results on Nov 14, 2024giftee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
お知らせ • Feb 24giftee Inc. to Report Q1, 2024 Results on May 14, 2024giftee Inc. announced that they will report Q1, 2024 results on May 14, 2024
New Risk • Feb 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (46% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.4% average weekly change).
お知らせ • Feb 16giftee Inc., Annual General Meeting, Mar 27, 2024giftee Inc., Annual General Meeting, Mar 27, 2024.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: JP¥4.41 (vs JP¥0.35 in FY 2022)Full year 2023 results: EPS: JP¥4.41 (up from JP¥0.35 in FY 2022). Revenue: JP¥7.23b (up 53% from FY 2022). Net income: JP¥129.0m (up JP¥119.0m from FY 2022). Profit margin: 1.8% (up from 0.2% in FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe.
New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Large one-off items impacting financial results.
お知らせ • Dec 05giftee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024giftee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: JP¥4.17 (vs JP¥0.76 in 3Q 2022)Third quarter 2023 results: EPS: JP¥4.17 (up from JP¥0.76 in 3Q 2022). Revenue: JP¥1.72b (up 56% from 3Q 2022). Net income: JP¥122.0m (up 455% from 3Q 2022). Profit margin: 7.1% (up from 2.0% in 3Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe.
New Risk • Nov 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: JP¥5.72 (vs JP¥2.60 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.72 (up from JP¥2.60 in 2Q 2022). Revenue: JP¥1.63b (up 35% from 2Q 2022). Net income: JP¥167.0m (up 123% from 2Q 2022). Profit margin: 10% (up from 6.2% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Germany.
お知らせ • May 31giftee Inc. to Report Q2, 2023 Results on Aug 14, 2023giftee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥0.35 (vs JP¥5.47 in FY 2021)Full year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe.
Reported Earnings • Feb 20Full year 2022 earnings released: EPS: JP¥0.35 (vs JP¥5.47 in FY 2021)Full year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Europe.
お知らせ • Feb 16+ 2 more updatesgiftee Inc. to Report Q3, 2023 Results on Nov 14, 2023giftee Inc. announced that they will report Q3, 2023 results on Nov 14, 2023
Board Change • Nov 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Sep 15giftee Inc. (TSE:4449) agreed to acquire paintory Inc. from Yuta Katayama for ¥6 milliongiftee Inc. (TSE:4449) agreed to acquire paintory Inc. from Yuta Katayama for ¥6 million on September 14, 2022. Under this transaction, giftee is acquiring 16,028 shares. In related transaction, Yuta Katayama will execute a share transfer agreement with all existing shareholders of paintory Inc. by the contract date. For the year ended February 28,2022, paintory Inc. reported Total assets of ¥83 million, Net worth of ¥-89 million and Operating income of ¥-86 million. Scheduled Contract execution date is September 26, 2022. The transaction is expected to complete on October 3, 2022.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: JP¥2.60 (vs JP¥3.36 loss in 2Q 2021)Second quarter 2022 results: EPS: JP¥2.60 (up from JP¥3.36 loss in 2Q 2021). Revenue: JP¥1.20b (up 60% from 2Q 2021). Net income: JP¥75.0m (up JP¥167.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 33%, compared to a 16% growth forecast for the industry in Germany.
Board Change • Jun 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). External Director Miwako Iyoku was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥5.47 (down from JP¥28.43 in FY 2020). Revenue: JP¥3.73b (up 21% from FY 2020). Net income: JP¥150.0m (down 80% from FY 2020). Profit margin: 4.0% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 22%, compared to a 35% growth forecast for the industry in Germany.
お知らせ • Feb 16giftee Inc., Annual General Meeting, Mar 23, 2022giftee Inc., Annual General Meeting, Mar 23, 2022.
お知らせ • Feb 14+ 3 more updatesgiftee Inc. to Report Q1, 2022 Results on May 12, 2022giftee Inc. announced that they will report Q1, 2022 results on May 12, 2022
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €8.67, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 28x in the Interactive Media and Services industry in Europe.
Board Change • Jan 11Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.