MUSCAT GROUP（195A）株式概要株式会社マスキャットグループは、SNSデータ分析ツールを活用したマーケティング支援サービスを日本で提供しています。 詳細195A ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金0/6報酬過去 1 年間で収益は38.3%増加しましたリスク分析キャッシュランウェイが1年未満である JP市場と比較した過去 3 か月間の株価の変動意味のある時価総額がありません ( ¥2B )すべてのリスクチェックを見る195A Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥674.0015.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-368m4b2016201920222025202620282031Revenue JP¥4.1bEarnings JP¥340.7mAdvancedSet Fair ValueView all narrativesMUSCAT GROUP Inc. 競合他社HopeSymbol: TSE:6195Market cap: JP¥3.1bLovable Marketing GroupincSymbol: TSE:9254Market cap: JP¥1.8bitsumo.incSymbol: TSE:7694Market cap: JP¥2.7bItamiarts.IncSymbol: TSE:168AMarket cap: JP¥1.7b価格と性能株価の高値、安値、推移の概要MUSCAT GROUP過去の株価現在の株価JP¥674.0052週高値JP¥1,459.0052週安値JP¥645.00ベータ01ヶ月の変化0.60%3ヶ月変化-40.67%1年変化-35.75%3年間の変化n/a5年間の変化n/aIPOからの変化-52.80%最新ニュースReported Earnings • May 19Full year 2026 earnings released: JP¥121 loss per share (vs JP¥38.36 profit in FY 2025)Full year 2026 results: JP¥121 loss per share (down from JP¥38.36 profit in FY 2025). Revenue: JP¥4.13b (up 38% from FY 2025). Net loss: JP¥368.0m (down 429% from profit in FY 2025).お知らせ • May 14MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026.Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥1.32 loss per share (vs JP¥2.70 loss in 3Q 2025)Third quarter 2026 results: JP¥1.32 loss per share (improved from JP¥2.70 loss in 3Q 2025). Revenue: JP¥1.22b (up 35% from 3Q 2025). Net loss: JP¥4.00m (loss narrowed 50% from 3Q 2025).New Risk • Feb 13New 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 Japanese stocks, typically moving 8.0% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.50b market cap, or US$16.3m).New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥2.76b market cap, or US$17.6m).Reported Earnings • Nov 19Second quarter 2026 earnings released: JP¥23.66 loss per share (vs JP¥2.70 loss in 2Q 2025)Second quarter 2026 results: JP¥23.66 loss per share (further deteriorated from JP¥2.70 loss in 2Q 2025). Revenue: JP¥829.0m (down 7.8% from 2Q 2025). Net loss: JP¥71.0m (loss widened JP¥63.0m from 2Q 2025).最新情報をもっと見るRecent updatesReported Earnings • May 19Full year 2026 earnings released: JP¥121 loss per share (vs JP¥38.36 profit in FY 2025)Full year 2026 results: JP¥121 loss per share (down from JP¥38.36 profit in FY 2025). Revenue: JP¥4.13b (up 38% from FY 2025). Net loss: JP¥368.0m (down 429% from profit in FY 2025).お知らせ • May 14MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026.Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥1.32 loss per share (vs JP¥2.70 loss in 3Q 2025)Third quarter 2026 results: JP¥1.32 loss per share (improved from JP¥2.70 loss in 3Q 2025). Revenue: JP¥1.22b (up 35% from 3Q 2025). Net loss: JP¥4.00m (loss narrowed 50% from 3Q 2025).New Risk • Feb 13New 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 Japanese stocks, typically moving 8.0% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.50b market cap, or US$16.3m).New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥2.76b market cap, or US$17.6m).Reported Earnings • Nov 19Second quarter 2026 earnings released: JP¥23.66 loss per share (vs JP¥2.70 loss in 2Q 2025)Second quarter 2026 results: JP¥23.66 loss per share (further deteriorated from JP¥2.70 loss in 2Q 2025). Revenue: JP¥829.0m (down 7.8% from 2Q 2025). Net loss: JP¥71.0m (loss widened JP¥63.0m from 2Q 2025).お知らせ • Oct 17MUSCAT GROUP Inc. (TSE:195A) entered into agreement to acquire Kanalabo, Co., Ltd. from Kana Wada for ¥750 million.MUSCAT GROUP Inc. (TSE:195A) entered into agreement to acquire Kanalabo, Co., Ltd. from Kana Wada for ¥750 million on October 16, 2025. A cash consideration of ¥750 million will be paid by MUSCAT GROUP Inc. As part of consideration, ¥750 million is paid towards common equity of Kanalabo, Co., Ltd. The expected completion of the transaction is at the end of May 2027.お知らせ • Sep 03MUSCAT GROUP Inc. to Report Q3, 2026 Results on Feb 13, 2026MUSCAT GROUP Inc. announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Aug 16First quarter 2026 earnings released: JP¥38.72 loss per share (vs JP¥8.76 profit in 1Q 2025)First quarter 2026 results: JP¥38.72 loss per share (down from JP¥8.76 profit in 1Q 2025). Revenue: JP¥778.0m (up 29% from 1Q 2025). Net loss: JP¥115.0m (down JP¥139.0m from profit in 1Q 2025).お知らせ • Aug 08MUSCAT GROUP Inc. to Report Q2, 2026 Results on Nov 14, 2025MUSCAT GROUP Inc. announced that they will report Q2, 2026 results on Nov 14, 2025New Risk • Jul 09New 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 Japanese stocks, typically moving 7.9% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.9% average weekly change). High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥2.97b market cap, or US$20.2m).お知らせ • Jun 18Ricecurry Inc. to Report Q1, 2026 Results on Aug 14, 2025Ricecurry Inc. announced that they will report Q1, 2026 results on Aug 14, 2025分析記事 • May 14Here's Why Ricecurry (TSE:195A) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • May 14Ricecurry Inc., Annual General Meeting, Jun 26, 2025Ricecurry Inc., Annual General Meeting, Jun 26, 2025.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥820, the stock trades at a trailing P/E ratio of 59.4x. Average trailing P/E is 17x in the Media industry in Japan.Buy Or Sell Opportunity • Apr 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥818. The fair value is estimated to be JP¥663, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 24%.お知らせ • Apr 05Ricecurry Inc. to Report Fiscal Year 2025 Results on May 14, 2025Ricecurry Inc. announced that they will report fiscal year 2025 results on May 14, 2025Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥789, the stock trades at a trailing P/E ratio of 57.1x. Average trailing P/E is 17x in the Media industry in Japan.New Risk • Feb 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (4.5% operating cash flow to total debt). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (JP¥2.12b market cap, or US$13.9m).お知らせ • Jan 17Ricecurry Inc. to Report Q3, 2025 Results on Feb 14, 2025Ricecurry Inc. announced that they will report Q3, 2025 results on Feb 14, 2025お知らせ • Nov 16Ricecurry Inc. (TSE:195A) acquired Move Co., Ltd. for ¥220 million.Ricecurry Inc. (TSE:195A) acquired Move Co., Ltd. for ¥220 million on November 14, 2024. A cash consideration of ¥220 million will be paid by Ricecurry Inc. for 300 shares. For the period ending August 31, 2024, Move Co., Ltd. reported total revenue of ¥166 million, EBIT of ¥45 million and net income of ¥36 million. As of August 31, 2024, Move Co., Ltd. reported total assets of ¥38 million and total common equity of ¥21 million. Ricecurry Inc. (TSE:195A) completed the acquisition of Move Co., Ltd. for ¥220 million on November 14, 2024.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥768, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 15x in the Media industry in Japan.Buy Or Sell Opportunity • Oct 28Now 23% overvaluedOver the last 90 days, the stock has fallen 35% to JP¥847. The fair value is estimated to be JP¥687, however this is not to be taken as a sell recommendation but rather should be used as a guide only.お知らせ • Oct 02Ricecurry Inc. (TSE:195A) completed the acquisition of Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura.Ricecurry Inc. (TSE:195A) agreed to acquire Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura for approximately ¥920 million on September 26, 2024. A cash consideration of ¥915 million will be paid by Ricecurry Inc. As part of consideration, ¥915 million is paid towards common equity of Matsumura Shoten Co., Ltd. For the period ending February 29, 2024, Matsumura Shoten Co., Ltd. reported total revenue of ¥902 million, EBIT of ¥113 million and net income of ¥63 million. As of February 29, 2024, Matsumura Shoten Co., Ltd. reported total assets of ¥1.13 billion and total common equity of ¥795 million. The expected completion of the transaction is October 1, 2024. Ricecurry Inc. (TSE:195A) completed the acquisition of Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura on October 1, 2024.お知らせ • Sep 28Ricecurry Inc. to Report Q2, 2025 Results on Nov 14, 2024Ricecurry Inc. announced that they will report Q2, 2025 results on Nov 14, 2024お知らせ • Sep 27Ricecurry Inc. (TSE:195A) agreed to acquire Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura for approximately ¥920 million.Ricecurry Inc. (TSE:195A) agreed to acquire Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura for approximately ¥920 million on September 26, 2024. A cash consideration of ¥915 million will be paid by Ricecurry Inc. As part of consideration, ¥915 million is paid towards common equity of Matsumura Shoten Co., Ltd. For the period ending February 29, 2024, Matsumura Shoten Co., Ltd. reported total revenue of ¥902 million, EBIT of ¥113 million and net income of ¥63 million. As of February 29, 2024, Matsumura Shoten Co., Ltd. reported total assets of ¥1.13 billion and total common equity of ¥795 million. The expected completion of the transaction is October 1, 2024.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥980, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 16x in the Media industry in Japan.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥959, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 17x in the Media industry in Japan.お知らせ • Aug 16Ricecurry Inc. (TSE:195A) acquired Virtual Influencer Business of HADO Inc. from HADO Inc. for ¥120 million.Ricecurry Inc. (TSE:195A) acquired Virtual Influencer Business of HADO Inc. from HADO Inc. for ¥120 million on August 14, 2024. A cash consideration of ¥120 million will be paid by Ricecurry Inc. As part of consideration, ¥120 million is paid towards assets of Virtual Influencer Business of HADO Inc. The transaction will be financed through bank loan of ¥120 million. For the period ending October 31, 2023, Virtual Influencer Business of HADO Inc. reported total revenue of ¥50 million and EBIT of ¥42 million. Ricecurry Inc. (TSE:195A) completed the acquisition of Virtual Influencer Business of HADO Inc. from HADO Inc. on August 14, 2024Buy Or Sell Opportunity • Aug 06Now 35% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥964. The fair value is estimated to be JP¥714, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to JP¥828, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 16x in the Media industry in Japan.お知らせ • Aug 01Ricecurry Inc. to Report Q1, 2025 Results on Aug 14, 2024Ricecurry Inc. announced that they will report Q1, 2025 results on Aug 14, 2024お知らせ • Jun 29Ricecurry Inc. to Report Fiscal Year 2024 Results on Jun 28, 2024Ricecurry Inc. announced that they will report fiscal year 2024 results on Jun 28, 2024お知らせ • Jun 21Ricecurry Inc., Annual General Meeting, Jun 28, 2024Ricecurry Inc., Annual General Meeting, Jun 28, 2024.お知らせ • Jun 19Ricecurry Inc. has completed an IPO in the amount of ¥1.002662 billion.Ricecurry Inc. has completed an IPO in the amount of ¥1.002662 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 476,600 Price\Range: ¥1420 Discount Per Security: ¥113.6 Security Name: Common Stock Security Type: Common Stock Securities Offered: 229,500 Price\Range: ¥1420 Discount Per Security: ¥113.6 Transaction Features: Sponsor Backed OfferingBoard Change • Jun 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Outside Independent Director Shoko Takahashi was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元195AJP MediaJP 市場7D-0.7%1.4%-2.9%1Y-35.7%1.4%37.8%株主還元を見る業界別リターン: 195A過去 1 年間で1.4 % の収益を上げたJP Media業界を下回りました。リターン対市場: 195Aは、過去 1 年間で37.8 % のリターンを上げたJP市場を下回りました。価格変動Is 195A's price volatile compared to industry and market?195A volatility195A Average Weekly Movement7.9%Media Industry Average Movement4.7%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 195Aの株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 195Aの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト201691Ryo Okubomuscatgroup.co.jp株式会社マスキャットグループは、SNSデータ分析ツールを活用したマーケティング支援サービスを日本で提供している。コミュニティデータ管理ツール「CCXcloud（シーシークラウド）」を開発・運営。また、コミュニティデータを活用したマーケティングソリューションとして、「MiiS」ブランドで美容関連商品、「RiLi Store」ブランドでファッション関連商品、「HICAT Hi-Energy 」ブランドでエナジードリンク、「RANCLIC」ブランドで衣料品、「SUYALI」ブランドで睡眠インテリア関連商品を提供している。また、口コミ型リアルライフ美容情報メディア「MiiLabo」、韓国情報メディア「Honeycomb-KOREA」、韓国女子向け日本文化情報コミュニティ「mochimochi Jpn」、住まいと暮らしのメディア「Simple Home」、ファッション・美容・スポットなどの情報メディア「RiLi.tokyo」、バーチャルパラダイス「RINNEKO」、制作会社「CCProduction」を展開している。旧社名は株式会社リクカリーで、2025年7月に株式会社MUSCAT GROUPに商号変更した。株式会社MUSCAT GROUPは2016年に法人化され、渋谷に本社を置いている。もっと見るMUSCAT GROUP Inc. 基礎のまとめMUSCAT GROUP の収益と売上を時価総額と比較するとどうか。195A 基礎統計学時価総額JP¥2.30b収益（TTM）-JP¥368.00m売上高(TTM)JP¥4.13b0.6xP/Sレシオ-6.2xPER（株価収益率195A は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計195A 損益計算書（TTM）収益JP¥4.13b売上原価JP¥1.92b売上総利益JP¥2.21bその他の費用JP¥2.58b収益-JP¥368.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-107.93グロス・マージン53.60%純利益率-8.91%有利子負債／自己資本比率325.3%195A の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/06/12 18:44終値2026/06/12 00:00収益2026/03/31年間収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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MUSCAT GROUP Inc. 0 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。0
Reported Earnings • May 19Full year 2026 earnings released: JP¥121 loss per share (vs JP¥38.36 profit in FY 2025)Full year 2026 results: JP¥121 loss per share (down from JP¥38.36 profit in FY 2025). Revenue: JP¥4.13b (up 38% from FY 2025). Net loss: JP¥368.0m (down 429% from profit in FY 2025).
お知らせ • May 14MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026.
Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥1.32 loss per share (vs JP¥2.70 loss in 3Q 2025)Third quarter 2026 results: JP¥1.32 loss per share (improved from JP¥2.70 loss in 3Q 2025). Revenue: JP¥1.22b (up 35% from 3Q 2025). Net loss: JP¥4.00m (loss narrowed 50% from 3Q 2025).
New Risk • Feb 13New 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 Japanese stocks, typically moving 8.0% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.50b market cap, or US$16.3m).
New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥2.76b market cap, or US$17.6m).
Reported Earnings • Nov 19Second quarter 2026 earnings released: JP¥23.66 loss per share (vs JP¥2.70 loss in 2Q 2025)Second quarter 2026 results: JP¥23.66 loss per share (further deteriorated from JP¥2.70 loss in 2Q 2025). Revenue: JP¥829.0m (down 7.8% from 2Q 2025). Net loss: JP¥71.0m (loss widened JP¥63.0m from 2Q 2025).
Reported Earnings • May 19Full year 2026 earnings released: JP¥121 loss per share (vs JP¥38.36 profit in FY 2025)Full year 2026 results: JP¥121 loss per share (down from JP¥38.36 profit in FY 2025). Revenue: JP¥4.13b (up 38% from FY 2025). Net loss: JP¥368.0m (down 429% from profit in FY 2025).
お知らせ • May 14MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026MUSCAT GROUP Inc., Annual General Meeting, Jun 25, 2026.
Reported Earnings • Feb 14Third quarter 2026 earnings released: JP¥1.32 loss per share (vs JP¥2.70 loss in 3Q 2025)Third quarter 2026 results: JP¥1.32 loss per share (improved from JP¥2.70 loss in 3Q 2025). Revenue: JP¥1.22b (up 35% from 3Q 2025). Net loss: JP¥4.00m (loss narrowed 50% from 3Q 2025).
New Risk • Feb 13New 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 Japanese stocks, typically moving 8.0% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Market cap is less than US$100m (JP¥2.50b market cap, or US$16.3m).
New Risk • Nov 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Market cap is less than US$100m (JP¥2.76b market cap, or US$17.6m).
Reported Earnings • Nov 19Second quarter 2026 earnings released: JP¥23.66 loss per share (vs JP¥2.70 loss in 2Q 2025)Second quarter 2026 results: JP¥23.66 loss per share (further deteriorated from JP¥2.70 loss in 2Q 2025). Revenue: JP¥829.0m (down 7.8% from 2Q 2025). Net loss: JP¥71.0m (loss widened JP¥63.0m from 2Q 2025).
お知らせ • Oct 17MUSCAT GROUP Inc. (TSE:195A) entered into agreement to acquire Kanalabo, Co., Ltd. from Kana Wada for ¥750 million.MUSCAT GROUP Inc. (TSE:195A) entered into agreement to acquire Kanalabo, Co., Ltd. from Kana Wada for ¥750 million on October 16, 2025. A cash consideration of ¥750 million will be paid by MUSCAT GROUP Inc. As part of consideration, ¥750 million is paid towards common equity of Kanalabo, Co., Ltd. The expected completion of the transaction is at the end of May 2027.
お知らせ • Sep 03MUSCAT GROUP Inc. to Report Q3, 2026 Results on Feb 13, 2026MUSCAT GROUP Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Aug 16First quarter 2026 earnings released: JP¥38.72 loss per share (vs JP¥8.76 profit in 1Q 2025)First quarter 2026 results: JP¥38.72 loss per share (down from JP¥8.76 profit in 1Q 2025). Revenue: JP¥778.0m (up 29% from 1Q 2025). Net loss: JP¥115.0m (down JP¥139.0m from profit in 1Q 2025).
お知らせ • Aug 08MUSCAT GROUP Inc. to Report Q2, 2026 Results on Nov 14, 2025MUSCAT GROUP Inc. announced that they will report Q2, 2026 results on Nov 14, 2025
New Risk • Jul 09New 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 Japanese stocks, typically moving 7.9% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.9% average weekly change). High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥2.97b market cap, or US$20.2m).
お知らせ • Jun 18Ricecurry Inc. to Report Q1, 2026 Results on Aug 14, 2025Ricecurry Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
分析記事 • May 14Here's Why Ricecurry (TSE:195A) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • May 14Ricecurry Inc., Annual General Meeting, Jun 26, 2025Ricecurry Inc., Annual General Meeting, Jun 26, 2025.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥820, the stock trades at a trailing P/E ratio of 59.4x. Average trailing P/E is 17x in the Media industry in Japan.
Buy Or Sell Opportunity • Apr 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥818. The fair value is estimated to be JP¥663, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 24%.
お知らせ • Apr 05Ricecurry Inc. to Report Fiscal Year 2025 Results on May 14, 2025Ricecurry Inc. announced that they will report fiscal year 2025 results on May 14, 2025
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥789, the stock trades at a trailing P/E ratio of 57.1x. Average trailing P/E is 17x in the Media industry in Japan.
New Risk • Feb 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (4.5% operating cash flow to total debt). Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (JP¥2.12b market cap, or US$13.9m).
お知らせ • Jan 17Ricecurry Inc. to Report Q3, 2025 Results on Feb 14, 2025Ricecurry Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
お知らせ • Nov 16Ricecurry Inc. (TSE:195A) acquired Move Co., Ltd. for ¥220 million.Ricecurry Inc. (TSE:195A) acquired Move Co., Ltd. for ¥220 million on November 14, 2024. A cash consideration of ¥220 million will be paid by Ricecurry Inc. for 300 shares. For the period ending August 31, 2024, Move Co., Ltd. reported total revenue of ¥166 million, EBIT of ¥45 million and net income of ¥36 million. As of August 31, 2024, Move Co., Ltd. reported total assets of ¥38 million and total common equity of ¥21 million. Ricecurry Inc. (TSE:195A) completed the acquisition of Move Co., Ltd. for ¥220 million on November 14, 2024.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥768, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 15x in the Media industry in Japan.
Buy Or Sell Opportunity • Oct 28Now 23% overvaluedOver the last 90 days, the stock has fallen 35% to JP¥847. The fair value is estimated to be JP¥687, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
お知らせ • Oct 02Ricecurry Inc. (TSE:195A) completed the acquisition of Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura.Ricecurry Inc. (TSE:195A) agreed to acquire Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura for approximately ¥920 million on September 26, 2024. A cash consideration of ¥915 million will be paid by Ricecurry Inc. As part of consideration, ¥915 million is paid towards common equity of Matsumura Shoten Co., Ltd. For the period ending February 29, 2024, Matsumura Shoten Co., Ltd. reported total revenue of ¥902 million, EBIT of ¥113 million and net income of ¥63 million. As of February 29, 2024, Matsumura Shoten Co., Ltd. reported total assets of ¥1.13 billion and total common equity of ¥795 million. The expected completion of the transaction is October 1, 2024. Ricecurry Inc. (TSE:195A) completed the acquisition of Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura on October 1, 2024.
お知らせ • Sep 28Ricecurry Inc. to Report Q2, 2025 Results on Nov 14, 2024Ricecurry Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
お知らせ • Sep 27Ricecurry Inc. (TSE:195A) agreed to acquire Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura for approximately ¥920 million.Ricecurry Inc. (TSE:195A) agreed to acquire Matsumura Shoten Co., Ltd. from Kaname Matsumura and Kazue Matsumura for approximately ¥920 million on September 26, 2024. A cash consideration of ¥915 million will be paid by Ricecurry Inc. As part of consideration, ¥915 million is paid towards common equity of Matsumura Shoten Co., Ltd. For the period ending February 29, 2024, Matsumura Shoten Co., Ltd. reported total revenue of ¥902 million, EBIT of ¥113 million and net income of ¥63 million. As of February 29, 2024, Matsumura Shoten Co., Ltd. reported total assets of ¥1.13 billion and total common equity of ¥795 million. The expected completion of the transaction is October 1, 2024.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥980, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 16x in the Media industry in Japan.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥959, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 17x in the Media industry in Japan.
お知らせ • Aug 16Ricecurry Inc. (TSE:195A) acquired Virtual Influencer Business of HADO Inc. from HADO Inc. for ¥120 million.Ricecurry Inc. (TSE:195A) acquired Virtual Influencer Business of HADO Inc. from HADO Inc. for ¥120 million on August 14, 2024. A cash consideration of ¥120 million will be paid by Ricecurry Inc. As part of consideration, ¥120 million is paid towards assets of Virtual Influencer Business of HADO Inc. The transaction will be financed through bank loan of ¥120 million. For the period ending October 31, 2023, Virtual Influencer Business of HADO Inc. reported total revenue of ¥50 million and EBIT of ¥42 million. Ricecurry Inc. (TSE:195A) completed the acquisition of Virtual Influencer Business of HADO Inc. from HADO Inc. on August 14, 2024
Buy Or Sell Opportunity • Aug 06Now 35% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥964. The fair value is estimated to be JP¥714, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to JP¥828, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 16x in the Media industry in Japan.
お知らせ • Aug 01Ricecurry Inc. to Report Q1, 2025 Results on Aug 14, 2024Ricecurry Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
お知らせ • Jun 29Ricecurry Inc. to Report Fiscal Year 2024 Results on Jun 28, 2024Ricecurry Inc. announced that they will report fiscal year 2024 results on Jun 28, 2024
お知らせ • Jun 21Ricecurry Inc., Annual General Meeting, Jun 28, 2024Ricecurry Inc., Annual General Meeting, Jun 28, 2024.
お知らせ • Jun 19Ricecurry Inc. has completed an IPO in the amount of ¥1.002662 billion.Ricecurry Inc. has completed an IPO in the amount of ¥1.002662 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 476,600 Price\Range: ¥1420 Discount Per Security: ¥113.6 Security Name: Common Stock Security Type: Common Stock Securities Offered: 229,500 Price\Range: ¥1420 Discount Per Security: ¥113.6 Transaction Features: Sponsor Backed Offering
Board Change • Jun 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Outside Independent Director Shoko Takahashi was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
