View ValuationCookpad 将来の成長Future 基準チェック /06現在、 Cookpadの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Interactive Media and Services 収益成長7.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -JP¥31.09 to -JP¥27.35 per share. Revenue forecast unchanged from JP¥9.02b at last update. Interactive Media and Services industry in Japan expected to see average net income growth of 22% next year. Consensus price target down from JP¥240 to JP¥210. Share price rose 5.3% to JP¥220 over the past week.Price Target Changed • Aug 16Price target decreased to JP¥210Down from JP¥240, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥218. Stock is down 3.1% over the past year. The company is forecast to post a net loss per share of JP¥27.35 next year compared to a net loss per share of JP¥22.42 last year.Price Target Changed • Feb 08Price target increased to JP¥250Up from JP¥230, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥258. Stock is down 20% over the past year. The company is forecast to post a net loss per share of JP¥30.32 next year compared to a net loss per share of JP¥22.42 last year.Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -JP¥12.94 to -JP¥20.39 per share. Revenue forecast of JP¥10.4b unchanged since last update. Interactive Media and Services industry in Japan expected to see average net income decline 0.03% next year. Consensus price target down from JP¥270 to JP¥220. Share price fell 3.0% to JP¥228 over the past week.Price Target Changed • Dec 01Price target raised to JP¥370Up from JP¥290, the current price target is provided by 1 analyst. The new target price is 14% above the current share price of JP¥324. As of last close, the stock is down 11% over the past year.すべての更新を表示Recent updatesReported Earnings • May 09First quarter 2026 earnings released: JP¥5.74 loss per share (vs JP¥1.35 profit in 1Q 2025)First quarter 2026 results: JP¥5.74 loss per share (down from JP¥1.35 profit in 1Q 2025). Revenue: JP¥1.27b (down 7.7% from 1Q 2025). Net loss: JP¥417.0m (down 476% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 08Cookpad Inc. to Report Q1, 2026 Results on May 08, 2026Cookpad Inc. announced that they will report Q1, 2026 results on May 08, 2026分析記事 • Apr 02Earnings Troubles May Signal Larger Issues for Cookpad (TSE:2193) ShareholdersInvestors were disappointed by Cookpad Inc.'s ( TSE:2193 ) latest earnings release. Our analysis has found some reasons...New Risk • Apr 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 148% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (JP¥9.82b market cap, or US$61.8m).Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥137, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 18x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 36% over the past three years.New Risk • Mar 27New 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 6.7% 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: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (JP¥10.6b market cap, or US$66.5m).お知らせ • Feb 09Cookpad Inc., Annual General Meeting, Mar 26, 2026Cookpad Inc., Annual General Meeting, Mar 26, 2026.Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥9.55 (vs JP¥15.58 in FY 2024)Full year 2025 results: EPS: JP¥9.55 (down from JP¥15.58 in FY 2024). Revenue: JP¥5.34b (down 9.2% from FY 2024). Net income: JP¥741.0m (down 44% from FY 2024). Profit margin: 14% (down from 23% in FY 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Dec 18Cookpad Inc. to Report Fiscal Year 2025 Results on Feb 06, 2026Cookpad Inc. announced that they will report fiscal year 2025 results on Feb 06, 2026Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: JP¥6.65 (vs JP¥1.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.65 (up from JP¥1.73 in 3Q 2024). Revenue: JP¥1.32b (down 9.0% from 3Q 2024). Net income: JP¥501.0m (up 250% from 3Q 2024). Profit margin: 38% (up from 9.9% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Oct 02Cookpad Inc. to Report Q3, 2025 Results on Nov 07, 2025Cookpad Inc. announced that they will report Q3, 2025 results on Nov 07, 2025New Risk • Aug 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.6b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥14.6b market cap, or US$99.1m).分析記事 • Aug 17We Think You Can Look Beyond Cookpad's (TSE:2193) Lackluster EarningsTSE:2193 1 Year Share Price vs Fair Value Explore Cookpad's Fair Values from the Community and select yours Cookpad...Reported Earnings • Aug 09Second quarter 2025 earnings released: JP¥0.94 loss per share (vs JP¥4.25 profit in 2Q 2024)Second quarter 2025 results: JP¥0.94 loss per share (down from JP¥4.25 profit in 2Q 2024). Revenue: JP¥1.35b (down 8.7% from 2Q 2024). Net loss: JP¥74.0m (down 121% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jun 14Cookpad Inc. to Report Q2, 2025 Results on Aug 08, 2025Cookpad Inc. announced that they will report Q2, 2025 results on Aug 08, 2025Board Change • Jun 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Founder, CEO & Chairman Akimitsu Sano is the most experienced director on the board, commencing their role in 2011. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥1.35 (vs JP¥4.19 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.35 (down from JP¥4.19 in 1Q 2024). Revenue: JP¥1.37b (down 11% from 1Q 2024). Net income: JP¥111.0m (down 72% from 1Q 2024). Profit margin: 8.1% (down from 26% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.分析記事 • Apr 28Cookpad's (TSE:2193) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...お知らせ • Mar 29Cookpad Inc. to Report Q1, 2025 Results on May 09, 2025Cookpad Inc. announced that they will report Q1, 2025 results on May 09, 2025分析記事 • Mar 28Cookpad Inc.'s (TSE:2193) 29% Price Boost Is Out Of Tune With RevenuesCookpad Inc. ( TSE:2193 ) shareholders would be excited to see that the share price has had a great month, posting a...New Risk • Mar 28New 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 8.8% 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 (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.4b market cap, or US$95.7m).Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥176, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 40% over the past three years.お知らせ • Mar 27Cookpad Inc. (TSE:2193) announces an Equity Buyback for 20,000,000 shares, representing 24.24% for ¥2,000 million.Cookpad Inc. (TSE:2193) announces a share repurchase program. Under the program, the company will repurchase 20,000,000 shares, representing 24.24% of the outstanding shares for ¥2,000 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The repurchased shares will be cancelled. The program will run until March 31, 2026. As of December 31, 2024, the company had 82,506,151 shares outstanding and 24,923,249 shares in treasury.分析記事 • Feb 16Solid Earnings May Not Tell The Whole Story For Cookpad (TSE:2193)Cookpad Inc.'s ( TSE:2193 ) robust recent earnings didn't do much to move the stock. However the statutory profit...お知らせ • Feb 10Cookpad Inc., Annual General Meeting, Mar 27, 2025Cookpad Inc., Annual General Meeting, Mar 27, 2025.Reported Earnings • Feb 08Full year 2024 earnings released: EPS: JP¥15.58 (vs JP¥23.22 loss in FY 2023)Full year 2024 results: EPS: JP¥15.58 (up from JP¥23.22 loss in FY 2023). Revenue: JP¥5.88b (down 23% from FY 2023). Net income: JP¥1.33b (up JP¥3.56b from FY 2023). Profit margin: 23% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jan 03Cookpad Inc. to Report Fiscal Year 2024 Results on Feb 07, 2025Cookpad Inc. announced that they will report fiscal year 2024 results on Feb 07, 2025Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥1.73 (vs JP¥3.41 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.73 (up from JP¥3.41 loss in 3Q 2023). Revenue: JP¥1.45b (down 20% from 3Q 2023). Net income: JP¥143.0m (up JP¥462.0m from 3Q 2023). Profit margin: 9.9% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.New Risk • Oct 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 27% per year over the past 5 years. High level of non-cash earnings (29% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.5% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.8m).分析記事 • Sep 04What Cookpad Inc.'s (TSE:2193) 28% Share Price Gain Is Not Telling YouCookpad Inc. ( TSE:2193 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥210, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 7.1% over the past three years.分析記事 • Aug 16Cookpad's (TSE:2193) Shareholders May Want To Dig Deeper Than Statutory ProfitCookpad Inc.'s ( TSE:2193 ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: JP¥4.25 (vs JP¥8.26 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.25 (up from JP¥8.26 loss in 2Q 2023). Revenue: JP¥1.48b (down 26% from 2Q 2023). Net income: JP¥355.0m (up JP¥1.13b from 2Q 2023). Profit margin: 24% (up from net loss in 2Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • Aug 08We're Hopeful That Cookpad (TSE:2193) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...分析記事 • Jul 12Cookpad Inc.'s (TSE:2193) Shareholders Might Be Looking For ExitWhen you see that almost half of the companies in the Interactive Media and Services industry in Japan have...Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥4.19 (vs JP¥15.73 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥4.19 (up from JP¥15.73 loss in 1Q 2023). Revenue: JP¥1.54b (down 30% from 1Q 2023). Net income: JP¥392.0m (up JP¥2.02b from 1Q 2023). Profit margin: 26% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • Mar 30Cookpad Inc. (TSE:2193) Stock Rockets 41% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Cookpad Inc. ( TSE:2193 ) shares have been powering on, with a gain of 41% in the last...分析記事 • Mar 27We're Not Very Worried About Cookpad's (TSE:2193) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • Feb 14+ 2 more updatesCookpad Inc. to Report Q1, 2024 Results on May 10, 2024Cookpad Inc. announced that they will report Q1, 2024 results on May 10, 2024Reported Earnings • Feb 11Full year 2023 earnings released: JP¥23.22 loss per share (vs JP¥33.47 loss in FY 2022)Full year 2023 results: JP¥23.22 loss per share (improved from JP¥33.47 loss in FY 2022). Revenue: JP¥7.61b (down 16% from FY 2022). Net loss: JP¥2.23b (loss narrowed 36% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Dec 28Cookpad Inc. to Report Fiscal Year 2023 Results on Feb 09, 2024Cookpad Inc. announced that they will report fiscal year 2023 results on Feb 09, 2024Reported Earnings • Nov 11Third quarter 2023 earnings released: JP¥3.43 loss per share (vs JP¥8.72 loss in 3Q 2022)Third quarter 2023 results: JP¥3.43 loss per share (improved from JP¥8.72 loss in 3Q 2022). Revenue: JP¥1.82b (down 20% from 3Q 2022). Net loss: JP¥320.0m (loss narrowed 65% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.お知らせ • Oct 06Cookpad Inc. to Report Q3, 2023 Results on Nov 10, 2023Cookpad Inc. announced that they will report Q3, 2023 results on Nov 10, 2023Reported Earnings • Aug 12Second quarter 2023 earnings released: JP¥8.28 loss per share (vs JP¥6.96 loss in 2Q 2022)Second quarter 2023 results: JP¥8.28 loss per share (further deteriorated from JP¥6.96 loss in 2Q 2022). Revenue: JP¥2.00b (down 12% from 2Q 2022). Net loss: JP¥773.0m (loss widened 6.6% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Reported Earnings • May 18First quarter 2023 earnings released: JP¥15.73 loss per share (vs JP¥5.18 loss in 1Q 2022)First quarter 2023 results: JP¥15.73 loss per share (further deteriorated from JP¥5.18 loss in 1Q 2022). Revenue: JP¥2.19b (down 4.7% from 1Q 2022). Net loss: JP¥1.63b (loss widened 202% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.Reported Earnings • May 18First quarter 2023 earnings released: JP¥15.73 loss per share (vs JP¥5.18 loss in 1Q 2022)First quarter 2023 results: JP¥15.73 loss per share (further deteriorated from JP¥5.18 loss in 1Q 2022). Revenue: JP¥2.19b (down 4.7% from 1Q 2022). Net loss: JP¥1.63b (loss widened 202% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: JP¥33.47 loss per share (further deteriorated from JP¥22.42 loss in FY 2021). Revenue: JP¥9.09b (down 9.2% from FY 2021). Net loss: JP¥3.49b (loss widened 47% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Feb 12Cookpad Inc., Annual General Meeting, Mar 29, 2023Cookpad Inc., Annual General Meeting, Mar 29, 2023.お知らせ • Feb 11Cookpad Inc. (TSE:2193) announces an Equity Buyback for 10,743,000 shares, representing 10% for ¥2,578.32 million.Cookpad Inc. (TSE:2193) announces a share repurchase program. Under the program, the company will repurchase up to 10,743,000 shares. The shares will be repurchased at a price of ¥240 per share. The program will continue through April 30, 2023.お知らせ • Dec 28Cookpad Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023Cookpad Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Outside Director Yasuyo Iga was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2022 earnings released: JP¥8.72 loss per share (vs JP¥6.98 loss in 3Q 2021)Third quarter 2022 results: JP¥8.72 loss per share (further deteriorated from JP¥6.98 loss in 3Q 2021). Revenue: JP¥2.26b (down 6.1% from 3Q 2021). Net loss: JP¥909.0m (loss widened 23% from 3Q 2021). Revenue is expected to decline by 9.5% p.a. on average during the next 2 years, while revenues in the Interactive Media and Services industry in Japan are expected to grow by 8.8%. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -JP¥31.09 to -JP¥27.35 per share. Revenue forecast unchanged from JP¥9.02b at last update. Interactive Media and Services industry in Japan expected to see average net income growth of 22% next year. Consensus price target down from JP¥240 to JP¥210. Share price rose 5.3% to JP¥220 over the past week.Price Target Changed • Aug 16Price target decreased to JP¥210Down from JP¥240, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥218. Stock is down 3.1% over the past year. The company is forecast to post a net loss per share of JP¥27.35 next year compared to a net loss per share of JP¥22.42 last year.Reported Earnings • Aug 14Second quarter 2022 earnings released: JP¥6.97 loss per share (vs JP¥6.24 loss in 2Q 2021)Second quarter 2022 results: JP¥6.97 loss per share (down from JP¥6.24 loss in 2Q 2021). Revenue: JP¥2.27b (down 8.6% from 2Q 2021). Net loss: JP¥726.0m (loss widened 8.4% from 2Q 2021). Over the next year, revenue is expected to shrink by 3.9% compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Reported Earnings • May 16First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: JP¥5.18 loss per share (down from JP¥3.08 loss in 1Q 2021). Revenue: JP¥2.30b (down 13% from 1Q 2021). Net loss: JP¥540.0m (loss widened 63% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is expected to shrink by 2.9% compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Outside Director Yasuyo Iga was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: JP¥22.42 loss per share (down from JP¥3.77 profit in FY 2020). Revenue: JP¥10.0b (down 9.8% from FY 2020). Net loss: JP¥2.38b (down JP¥2.79b from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is expected to shrink by 5.5% compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Price Target Changed • Feb 08Price target increased to JP¥250Up from JP¥230, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥258. Stock is down 20% over the past year. The company is forecast to post a net loss per share of JP¥30.32 next year compared to a net loss per share of JP¥22.42 last year.Reported Earnings • Feb 07Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: JP¥22.42 loss per share (down from JP¥3.77 profit in FY 2020). Revenue: JP¥10.0b (down 9.8% from FY 2020). Net loss: JP¥2.38b (down JP¥2.79b from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is expected to shrink by 5.5% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 07Third quarter 2021 earnings released: JP¥6.99 loss per share (vs JP¥0.59 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: JP¥2.41b (down 11% from 3Q 2020). Net loss: JP¥738.0m (loss widened JP¥675.0m from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2021 earnings released: JP¥6.24 loss per share (vs JP¥0.38 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: JP¥2.48b (down 6.3% from 2Q 2020). Net loss: JP¥670.0m (down JP¥711.0m from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Aug 11Cookpad Inc. (TSE:2193) announces an Equity Buyback for 3,215,000 shares, representing 2.99% for ¥733.02 million.Cookpad Inc. (TSE:2193) announces a share repurchase program. Under the program, the company will repurchase 3,215,000 shares, representing 2.99% of the outstanding shares for ¥733.02 million. The purpose of the program is to improve shareholder returns and to enable the implementation of a flexible capital policy in response to changes in the business environment. The program will run until August 11, 2021. As of June 30, 2021, the company had 107,425,389 shares outstanding and 4,011 shares in treasury.Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -JP¥12.94 to -JP¥20.39 per share. Revenue forecast of JP¥10.4b unchanged since last update. Interactive Media and Services industry in Japan expected to see average net income decline 0.03% next year. Consensus price target down from JP¥270 to JP¥220. Share price fell 3.0% to JP¥228 over the past week.Reported Earnings • May 10First quarter 2021 earnings released: JP¥3.25 loss per share (vs JP¥1.29 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: JP¥2.62b (down 4.7% from 1Q 2020). Net loss: JP¥349.0m (down 353% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥3.77 (vs JP¥9.01 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥11.1b (down 5.6% from FY 2019). Net income: JP¥405.0m (up JP¥1.37b from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 26New 90-day low: JP¥302The company is down 7.0% from its price of JP¥325 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 3.0% over the same period.Analyst Estimate Surprise Post Earnings • Feb 09Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 64%. Over the next year, revenue is expected to shrink by 2.6% compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.Reported Earnings • Feb 09Full year 2020 earnings released: EPS JP¥3.77 (vs JP¥9.01 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥11.1b (down 5.6% from FY 2019). Net income: JP¥405.0m (up JP¥1.37b from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Jan 23Cookpad Inc., Annual General Meeting, Mar 23, 2021Cookpad Inc., Annual General Meeting, Mar 23, 2021.お知らせ • Jan 07Cookpad Inc. to Report Fiscal Year 2020 Results on Feb 05, 2021Cookpad Inc. announced that they will report fiscal year 2020 results on Feb 05, 2021Is New 90 Day High Low • Dec 28New 90-day low: JP¥305The company is down 19% from its price of JP¥377 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 7.0% over the same period.Price Target Changed • Dec 01Price target raised to JP¥370Up from JP¥290, the current price target is provided by 1 analyst. The new target price is 14% above the current share price of JP¥324. As of last close, the stock is down 11% over the past year. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Cookpad は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:2193 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20265,231213N/AN/AN/A12/31/20255,336741519577N/A9/30/20255,451980N/AN/AN/A6/30/20255,5816221,0291,264N/A3/31/20255,7091,051N/AN/AN/A12/31/20245,8761,3321,2971,522N/A9/30/20246,0691,386N/AN/AN/A6/30/20246,437923595643N/A3/31/20246,957-205-502-464N/A12/31/20237,607-2,229-2,201-2,159N/A9/30/20238,261-4,038-3,462-3,424N/A6/30/20238,708-4,627-3,904-3,860N/A3/31/20238,978-4,580-3,539-3,484N/A12/31/20229,086-3,488-2,763-2,701N/A9/30/20229,316-2,816-2,303-2,205N/A6/30/20229,464-2,645-2,078-1,950N/A3/31/20229,677-2,589-2,149-1,994N/A12/31/202110,004-2,380-1,951-1,772N/A9/30/202110,508-1,450-990-810N/A6/30/202110,800-775-728-570N/A3/31/202110,968-64134337N/A12/31/202011,095405394610N/A9/30/202011,159-1,3451,5611,764N/A6/30/202011,368-1,0781,2461,447N/A3/31/202011,567-1,0438521,032N/A12/31/201911,753-968N/A1,024N/A9/30/201911,763202N/A-309N/A6/30/201911,72489N/A-107N/A3/31/201911,839321N/A171N/A12/31/201811,876407N/A1,136N/A9/30/201812,0391,774N/A2,130N/A6/30/201812,2301,590N/A2,133N/A3/31/201812,7222,273N/A3,428N/A12/31/201713,4083,491N/A2,474N/A9/30/201714,711-363N/A3,364N/A6/30/201715,7491,152N/A4,421N/A3/31/201716,1161,359N/A4,824N/A12/31/201616,845926N/A5,248N/A9/30/201617,0235,316N/A4,976N/A6/30/201616,7534,531N/A4,826N/A3/31/201616,2224,443N/A4,121N/A12/31/201514,7164,090N/A4,469N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2193の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2193の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2193の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2193の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2193の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2193の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance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2026/05/22 10:27終値2026/05/22 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Cookpad 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。11 アナリスト機関Yosuke TomimatsuBofA Global ResearchTaro IshiharaDaiwa Securities Co. Ltd.Takahiro KazahayaDeutsche Bank8 その他のアナリストを表示
Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -JP¥31.09 to -JP¥27.35 per share. Revenue forecast unchanged from JP¥9.02b at last update. Interactive Media and Services industry in Japan expected to see average net income growth of 22% next year. Consensus price target down from JP¥240 to JP¥210. Share price rose 5.3% to JP¥220 over the past week.
Price Target Changed • Aug 16Price target decreased to JP¥210Down from JP¥240, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥218. Stock is down 3.1% over the past year. The company is forecast to post a net loss per share of JP¥27.35 next year compared to a net loss per share of JP¥22.42 last year.
Price Target Changed • Feb 08Price target increased to JP¥250Up from JP¥230, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥258. Stock is down 20% over the past year. The company is forecast to post a net loss per share of JP¥30.32 next year compared to a net loss per share of JP¥22.42 last year.
Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -JP¥12.94 to -JP¥20.39 per share. Revenue forecast of JP¥10.4b unchanged since last update. Interactive Media and Services industry in Japan expected to see average net income decline 0.03% next year. Consensus price target down from JP¥270 to JP¥220. Share price fell 3.0% to JP¥228 over the past week.
Price Target Changed • Dec 01Price target raised to JP¥370Up from JP¥290, the current price target is provided by 1 analyst. The new target price is 14% above the current share price of JP¥324. As of last close, the stock is down 11% over the past year.
Reported Earnings • May 09First quarter 2026 earnings released: JP¥5.74 loss per share (vs JP¥1.35 profit in 1Q 2025)First quarter 2026 results: JP¥5.74 loss per share (down from JP¥1.35 profit in 1Q 2025). Revenue: JP¥1.27b (down 7.7% from 1Q 2025). Net loss: JP¥417.0m (down 476% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 08Cookpad Inc. to Report Q1, 2026 Results on May 08, 2026Cookpad Inc. announced that they will report Q1, 2026 results on May 08, 2026
分析記事 • Apr 02Earnings Troubles May Signal Larger Issues for Cookpad (TSE:2193) ShareholdersInvestors were disappointed by Cookpad Inc.'s ( TSE:2193 ) latest earnings release. Our analysis has found some reasons...
New Risk • Apr 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 148% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (JP¥9.82b market cap, or US$61.8m).
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥137, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 18x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 36% over the past three years.
New Risk • Mar 27New 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 6.7% 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: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (14% net profit margin). Market cap is less than US$100m (JP¥10.6b market cap, or US$66.5m).
お知らせ • Feb 09Cookpad Inc., Annual General Meeting, Mar 26, 2026Cookpad Inc., Annual General Meeting, Mar 26, 2026.
Reported Earnings • Feb 07Full year 2025 earnings released: EPS: JP¥9.55 (vs JP¥15.58 in FY 2024)Full year 2025 results: EPS: JP¥9.55 (down from JP¥15.58 in FY 2024). Revenue: JP¥5.34b (down 9.2% from FY 2024). Net income: JP¥741.0m (down 44% from FY 2024). Profit margin: 14% (down from 23% in FY 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Dec 18Cookpad Inc. to Report Fiscal Year 2025 Results on Feb 06, 2026Cookpad Inc. announced that they will report fiscal year 2025 results on Feb 06, 2026
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: JP¥6.65 (vs JP¥1.73 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.65 (up from JP¥1.73 in 3Q 2024). Revenue: JP¥1.32b (down 9.0% from 3Q 2024). Net income: JP¥501.0m (up 250% from 3Q 2024). Profit margin: 38% (up from 9.9% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Oct 02Cookpad Inc. to Report Q3, 2025 Results on Nov 07, 2025Cookpad Inc. announced that they will report Q3, 2025 results on Nov 07, 2025
New Risk • Aug 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.6b (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥14.6b market cap, or US$99.1m).
分析記事 • Aug 17We Think You Can Look Beyond Cookpad's (TSE:2193) Lackluster EarningsTSE:2193 1 Year Share Price vs Fair Value Explore Cookpad's Fair Values from the Community and select yours Cookpad...
Reported Earnings • Aug 09Second quarter 2025 earnings released: JP¥0.94 loss per share (vs JP¥4.25 profit in 2Q 2024)Second quarter 2025 results: JP¥0.94 loss per share (down from JP¥4.25 profit in 2Q 2024). Revenue: JP¥1.35b (down 8.7% from 2Q 2024). Net loss: JP¥74.0m (down 121% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jun 14Cookpad Inc. to Report Q2, 2025 Results on Aug 08, 2025Cookpad Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
Board Change • Jun 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Founder, CEO & Chairman Akimitsu Sano is the most experienced director on the board, commencing their role in 2011. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: JP¥1.35 (vs JP¥4.19 in 1Q 2024)First quarter 2025 results: EPS: JP¥1.35 (down from JP¥4.19 in 1Q 2024). Revenue: JP¥1.37b (down 11% from 1Q 2024). Net income: JP¥111.0m (down 72% from 1Q 2024). Profit margin: 8.1% (down from 26% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
分析記事 • Apr 28Cookpad's (TSE:2193) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
お知らせ • Mar 29Cookpad Inc. to Report Q1, 2025 Results on May 09, 2025Cookpad Inc. announced that they will report Q1, 2025 results on May 09, 2025
分析記事 • Mar 28Cookpad Inc.'s (TSE:2193) 29% Price Boost Is Out Of Tune With RevenuesCookpad Inc. ( TSE:2193 ) shareholders would be excited to see that the share price has had a great month, posting a...
New Risk • Mar 28New 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 8.8% 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 (8.8% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.4b market cap, or US$95.7m).
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 32%After last week's 32% share price gain to JP¥176, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 22x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 40% over the past three years.
お知らせ • Mar 27Cookpad Inc. (TSE:2193) announces an Equity Buyback for 20,000,000 shares, representing 24.24% for ¥2,000 million.Cookpad Inc. (TSE:2193) announces a share repurchase program. Under the program, the company will repurchase 20,000,000 shares, representing 24.24% of the outstanding shares for ¥2,000 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy that responds to changes in the business environment. The repurchased shares will be cancelled. The program will run until March 31, 2026. As of December 31, 2024, the company had 82,506,151 shares outstanding and 24,923,249 shares in treasury.
分析記事 • Feb 16Solid Earnings May Not Tell The Whole Story For Cookpad (TSE:2193)Cookpad Inc.'s ( TSE:2193 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
お知らせ • Feb 10Cookpad Inc., Annual General Meeting, Mar 27, 2025Cookpad Inc., Annual General Meeting, Mar 27, 2025.
Reported Earnings • Feb 08Full year 2024 earnings released: EPS: JP¥15.58 (vs JP¥23.22 loss in FY 2023)Full year 2024 results: EPS: JP¥15.58 (up from JP¥23.22 loss in FY 2023). Revenue: JP¥5.88b (down 23% from FY 2023). Net income: JP¥1.33b (up JP¥3.56b from FY 2023). Profit margin: 23% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jan 03Cookpad Inc. to Report Fiscal Year 2024 Results on Feb 07, 2025Cookpad Inc. announced that they will report fiscal year 2024 results on Feb 07, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥1.73 (vs JP¥3.41 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.73 (up from JP¥3.41 loss in 3Q 2023). Revenue: JP¥1.45b (down 20% from 3Q 2023). Net income: JP¥143.0m (up JP¥462.0m from 3Q 2023). Profit margin: 9.9% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
New Risk • Oct 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.9b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 27% per year over the past 5 years. High level of non-cash earnings (29% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.5% average weekly change). Market cap is less than US$100m (JP¥14.9b market cap, or US$99.8m).
分析記事 • Sep 04What Cookpad Inc.'s (TSE:2193) 28% Share Price Gain Is Not Telling YouCookpad Inc. ( TSE:2193 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥210, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 19x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 7.1% over the past three years.
分析記事 • Aug 16Cookpad's (TSE:2193) Shareholders May Want To Dig Deeper Than Statutory ProfitCookpad Inc.'s ( TSE:2193 ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: JP¥4.25 (vs JP¥8.26 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥4.25 (up from JP¥8.26 loss in 2Q 2023). Revenue: JP¥1.48b (down 26% from 2Q 2023). Net income: JP¥355.0m (up JP¥1.13b from 2Q 2023). Profit margin: 24% (up from net loss in 2Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • Aug 08We're Hopeful That Cookpad (TSE:2193) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
分析記事 • Jul 12Cookpad Inc.'s (TSE:2193) Shareholders Might Be Looking For ExitWhen you see that almost half of the companies in the Interactive Media and Services industry in Japan have...
Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥4.19 (vs JP¥15.73 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥4.19 (up from JP¥15.73 loss in 1Q 2023). Revenue: JP¥1.54b (down 30% from 1Q 2023). Net income: JP¥392.0m (up JP¥2.02b from 1Q 2023). Profit margin: 26% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 30Cookpad Inc. (TSE:2193) Stock Rockets 41% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Cookpad Inc. ( TSE:2193 ) shares have been powering on, with a gain of 41% in the last...
分析記事 • Mar 27We're Not Very Worried About Cookpad's (TSE:2193) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • Feb 14+ 2 more updatesCookpad Inc. to Report Q1, 2024 Results on May 10, 2024Cookpad Inc. announced that they will report Q1, 2024 results on May 10, 2024
Reported Earnings • Feb 11Full year 2023 earnings released: JP¥23.22 loss per share (vs JP¥33.47 loss in FY 2022)Full year 2023 results: JP¥23.22 loss per share (improved from JP¥33.47 loss in FY 2022). Revenue: JP¥7.61b (down 16% from FY 2022). Net loss: JP¥2.23b (loss narrowed 36% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 28Cookpad Inc. to Report Fiscal Year 2023 Results on Feb 09, 2024Cookpad Inc. announced that they will report fiscal year 2023 results on Feb 09, 2024
Reported Earnings • Nov 11Third quarter 2023 earnings released: JP¥3.43 loss per share (vs JP¥8.72 loss in 3Q 2022)Third quarter 2023 results: JP¥3.43 loss per share (improved from JP¥8.72 loss in 3Q 2022). Revenue: JP¥1.82b (down 20% from 3Q 2022). Net loss: JP¥320.0m (loss narrowed 65% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 06Cookpad Inc. to Report Q3, 2023 Results on Nov 10, 2023Cookpad Inc. announced that they will report Q3, 2023 results on Nov 10, 2023
Reported Earnings • Aug 12Second quarter 2023 earnings released: JP¥8.28 loss per share (vs JP¥6.96 loss in 2Q 2022)Second quarter 2023 results: JP¥8.28 loss per share (further deteriorated from JP¥6.96 loss in 2Q 2022). Revenue: JP¥2.00b (down 12% from 2Q 2022). Net loss: JP¥773.0m (loss widened 6.6% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 18First quarter 2023 earnings released: JP¥15.73 loss per share (vs JP¥5.18 loss in 1Q 2022)First quarter 2023 results: JP¥15.73 loss per share (further deteriorated from JP¥5.18 loss in 1Q 2022). Revenue: JP¥2.19b (down 4.7% from 1Q 2022). Net loss: JP¥1.63b (loss widened 202% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 18First quarter 2023 earnings released: JP¥15.73 loss per share (vs JP¥5.18 loss in 1Q 2022)First quarter 2023 results: JP¥15.73 loss per share (further deteriorated from JP¥5.18 loss in 1Q 2022). Revenue: JP¥2.19b (down 4.7% from 1Q 2022). Net loss: JP¥1.63b (loss widened 202% from 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: JP¥33.47 loss per share (further deteriorated from JP¥22.42 loss in FY 2021). Revenue: JP¥9.09b (down 9.2% from FY 2021). Net loss: JP¥3.49b (loss widened 47% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 12Cookpad Inc., Annual General Meeting, Mar 29, 2023Cookpad Inc., Annual General Meeting, Mar 29, 2023.
お知らせ • Feb 11Cookpad Inc. (TSE:2193) announces an Equity Buyback for 10,743,000 shares, representing 10% for ¥2,578.32 million.Cookpad Inc. (TSE:2193) announces a share repurchase program. Under the program, the company will repurchase up to 10,743,000 shares. The shares will be repurchased at a price of ¥240 per share. The program will continue through April 30, 2023.
お知らせ • Dec 28Cookpad Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023Cookpad Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Outside Director Yasuyo Iga was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2022 earnings released: JP¥8.72 loss per share (vs JP¥6.98 loss in 3Q 2021)Third quarter 2022 results: JP¥8.72 loss per share (further deteriorated from JP¥6.98 loss in 3Q 2021). Revenue: JP¥2.26b (down 6.1% from 3Q 2021). Net loss: JP¥909.0m (loss widened 23% from 3Q 2021). Revenue is expected to decline by 9.5% p.a. on average during the next 2 years, while revenues in the Interactive Media and Services industry in Japan are expected to grow by 8.8%. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -JP¥31.09 to -JP¥27.35 per share. Revenue forecast unchanged from JP¥9.02b at last update. Interactive Media and Services industry in Japan expected to see average net income growth of 22% next year. Consensus price target down from JP¥240 to JP¥210. Share price rose 5.3% to JP¥220 over the past week.
Price Target Changed • Aug 16Price target decreased to JP¥210Down from JP¥240, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥218. Stock is down 3.1% over the past year. The company is forecast to post a net loss per share of JP¥27.35 next year compared to a net loss per share of JP¥22.42 last year.
Reported Earnings • Aug 14Second quarter 2022 earnings released: JP¥6.97 loss per share (vs JP¥6.24 loss in 2Q 2021)Second quarter 2022 results: JP¥6.97 loss per share (down from JP¥6.24 loss in 2Q 2021). Revenue: JP¥2.27b (down 8.6% from 2Q 2021). Net loss: JP¥726.0m (loss widened 8.4% from 2Q 2021). Over the next year, revenue is expected to shrink by 3.9% compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 16First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: JP¥5.18 loss per share (down from JP¥3.08 loss in 1Q 2021). Revenue: JP¥2.30b (down 13% from 1Q 2021). Net loss: JP¥540.0m (loss widened 63% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is expected to shrink by 2.9% compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Outside Director Yasuyo Iga was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: JP¥22.42 loss per share (down from JP¥3.77 profit in FY 2020). Revenue: JP¥10.0b (down 9.8% from FY 2020). Net loss: JP¥2.38b (down JP¥2.79b from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is expected to shrink by 5.5% compared to a 15% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Price Target Changed • Feb 08Price target increased to JP¥250Up from JP¥230, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥258. Stock is down 20% over the past year. The company is forecast to post a net loss per share of JP¥30.32 next year compared to a net loss per share of JP¥22.42 last year.
Reported Earnings • Feb 07Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: JP¥22.42 loss per share (down from JP¥3.77 profit in FY 2020). Revenue: JP¥10.0b (down 9.8% from FY 2020). Net loss: JP¥2.38b (down JP¥2.79b from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is expected to shrink by 5.5% compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 07Third quarter 2021 earnings released: JP¥6.99 loss per share (vs JP¥0.59 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: JP¥2.41b (down 11% from 3Q 2020). Net loss: JP¥738.0m (loss widened JP¥675.0m from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2021 earnings released: JP¥6.24 loss per share (vs JP¥0.38 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: JP¥2.48b (down 6.3% from 2Q 2020). Net loss: JP¥670.0m (down JP¥711.0m from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 11Cookpad Inc. (TSE:2193) announces an Equity Buyback for 3,215,000 shares, representing 2.99% for ¥733.02 million.Cookpad Inc. (TSE:2193) announces a share repurchase program. Under the program, the company will repurchase 3,215,000 shares, representing 2.99% of the outstanding shares for ¥733.02 million. The purpose of the program is to improve shareholder returns and to enable the implementation of a flexible capital policy in response to changes in the business environment. The program will run until August 11, 2021. As of June 30, 2021, the company had 107,425,389 shares outstanding and 4,011 shares in treasury.
Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -JP¥12.94 to -JP¥20.39 per share. Revenue forecast of JP¥10.4b unchanged since last update. Interactive Media and Services industry in Japan expected to see average net income decline 0.03% next year. Consensus price target down from JP¥270 to JP¥220. Share price fell 3.0% to JP¥228 over the past week.
Reported Earnings • May 10First quarter 2021 earnings released: JP¥3.25 loss per share (vs JP¥1.29 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: JP¥2.62b (down 4.7% from 1Q 2020). Net loss: JP¥349.0m (down 353% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥3.77 (vs JP¥9.01 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥11.1b (down 5.6% from FY 2019). Net income: JP¥405.0m (up JP¥1.37b from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 26New 90-day low: JP¥302The company is down 7.0% from its price of JP¥325 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 3.0% over the same period.
Analyst Estimate Surprise Post Earnings • Feb 09Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 64%. Over the next year, revenue is expected to shrink by 2.6% compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.
Reported Earnings • Feb 09Full year 2020 earnings released: EPS JP¥3.77 (vs JP¥9.01 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥11.1b (down 5.6% from FY 2019). Net income: JP¥405.0m (up JP¥1.37b from FY 2019). Profit margin: 3.7% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 23Cookpad Inc., Annual General Meeting, Mar 23, 2021Cookpad Inc., Annual General Meeting, Mar 23, 2021.
お知らせ • Jan 07Cookpad Inc. to Report Fiscal Year 2020 Results on Feb 05, 2021Cookpad Inc. announced that they will report fiscal year 2020 results on Feb 05, 2021
Is New 90 Day High Low • Dec 28New 90-day low: JP¥305The company is down 19% from its price of JP¥377 on 29 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 7.0% over the same period.
Price Target Changed • Dec 01Price target raised to JP¥370Up from JP¥290, the current price target is provided by 1 analyst. The new target price is 14% above the current share price of JP¥324. As of last close, the stock is down 11% over the past year.