View ValuationKurashiru 将来の成長Future 基準チェック /36Kurashiru利益と収益がそれぞれ年間12.7%と15.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.4% 12.6%なると予測されています。主要情報12.7%収益成長率12.56%EPS成長率Media 収益成長16.8%収益成長率15.4%将来の株主資本利益率17.35%アナリストカバレッジLow最終更新日12 Aug 2026今後の成長に関する最新情報Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.すべての更新を表示Recent updatesReported Earnings • Jul 31First quarter 2027 earnings released: EPS: JP¥14.12 (vs JP¥12.58 in 1Q 2026)First quarter 2027 results: EPS: JP¥14.12 (up from JP¥12.58 in 1Q 2026). Revenue: JP¥4.77b (up 25% from 1Q 2026). Net income: JP¥604.0m (up 16% from 1Q 2026). Profit margin: 13% (down from 14% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.お知らせ • May 17+ 2 more updatesKurashiru, Inc. to Report Q1, 2027 Results on Jul 30, 2026Kurashiru, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,181, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 19% over the past year.分析記事 • May 11Kurashiru's (TSE:299A) Solid Earnings Are Supported By Other Strong FactorsInvestors were underwhelmed by the solid earnings posted by Kurashiru, Inc. ( TSE:299A ) recently. Our analysis says...Reported Earnings • May 05Full year 2026 earnings released: EPS: JP¥58.67 (vs JP¥40.94 in FY 2025)Full year 2026 results: EPS: JP¥58.67 (up from JP¥40.94 in FY 2025). Revenue: JP¥17.0b (up 30% from FY 2025). Net income: JP¥2.46b (up 46% from FY 2025). Profit margin: 14% (up from 13% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan.お知らせ • May 01Kurashiru, Inc., Annual General Meeting, Jun 23, 2026Kurashiru, Inc., Annual General Meeting, Jun 23, 2026.Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.お知らせ • Mar 10Kurashiru, Inc. to Report Fiscal Year 2026 Results on May 01, 2026Kurashiru, Inc. announced that they will report fiscal year 2026 results on May 01, 2026Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥16.32 (vs JP¥9.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.32 (up from JP¥9.55 in 3Q 2025). Revenue: JP¥4.63b (up 28% from 3Q 2025). Net income: JP¥688.4m (up 74% from 3Q 2025). Profit margin: 15% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan.お知らせ • Dec 23Kurashiru, Inc. to Report Q3, 2026 Results on Feb 03, 2026Kurashiru, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026分析記事 • Nov 09Kurashiru's (TSE:299A) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Kurashiru, Inc. ( TSE:299A ) despite the...Reported Earnings • Aug 05First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥12.58. Net income: JP¥520.7m (up JP¥520.7m from 1Q 2025). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Media industry in Japan.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,285, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,307 per share.分析記事 • Jul 10Are Investors Undervaluing dely inc. (TSE:299A) By 30%?Key Insights The projected fair value for dely is JP¥2,629 based on 2 Stage Free Cash Flow to Equity Current share...Board Change • Jul 09Less 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. Independent Outside Director Yuki Matsumoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.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 8.4% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,742, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,206 per share.お知らせ • May 31+ 1 more updatedely inc. to Report Q1, 2026 Results on Aug 01, 2025dely inc. announced that they will report Q1, 2026 results on Aug 01, 2025Buy Or Sell Opportunity • May 29Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to JP¥1,526. The fair value is estimated to be JP¥1,205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥1,515. The fair value is estimated to be JP¥1,211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • May 01dely inc., Annual General Meeting, Jun 27, 2025dely inc., Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,141, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Media industry in Japan.お知らせ • Mar 04dely inc. to Report Fiscal Year 2025 Results on May 01, 2025dely inc. announced that they will report fiscal year 2025 results on May 01, 2025Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,217, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan.お知らせ • Jan 18dely inc. to Report Q3, 2025 Results on Feb 03, 2025dely inc. announced that they will report Q3, 2025 results on Feb 03, 2025お知らせ • Dec 20dely inc. has completed an IPO in the amount of ¥15.15096 billion.dely inc. has completed an IPO in the amount of ¥15.15096 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 12,625,800 Price\Range: ¥1200 Discount Per Security: ¥77.43 Transaction Features: Direct Listing; Sponsor Backed Offering業績と収益の成長予測TSE:299A - 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3/31/202930,2533,7974,5194,29033/31/202826,6723,3363,4023,26553/31/202720,8602,4873,2003,30026/30/202617,9602,5442,8122,815N/A3/31/202617,0012,4612,8312,869N/A12/31/202516,0942,1742,3522,418N/A9/30/202515,1061,9952,3672,458N/A6/30/202513,9921,8181,7121,811N/A3/31/202513,1021,6922,0412,114N/A3/31/20249,8981,4831,3751,406N/A3/31/20236,9731,3152,0002,028N/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: 299Aの予測収益成長率 (年間12.7% ) は 貯蓄率 ( 0.9% ) を上回っています。収益対市場: 299Aの収益 ( 12.7% ) はJP市場 ( 8.8% ) よりも速いペースで成長すると予測されています。高成長収益: 299Aの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 299Aの収益 ( 15.4% ) JP市場 ( 6.1% ) よりも速いペースで成長すると予測されています。高い収益成長: 299Aの収益 ( 15.4% ) 20%よりも低い成長が予測されています。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: 299Aの 自己資本利益率 は、3年後には低くなると予測されています ( 17.4 %)。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2026/08/21 16:34終値2026/08/21 00:00収益2026/06/30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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kurashiru, Inc. 5 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。7 アナリスト機関Sho ChoDaiwa Securities Co. Ltd.Shun IgarashiDaiwa Securities Co. Ltd.Hiroshi NayaIchiyoshi Research Institute Inc.4 その他のアナリストを表示
Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.
Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.
Reported Earnings • Jul 31First quarter 2027 earnings released: EPS: JP¥14.12 (vs JP¥12.58 in 1Q 2026)First quarter 2027 results: EPS: JP¥14.12 (up from JP¥12.58 in 1Q 2026). Revenue: JP¥4.77b (up 25% from 1Q 2026). Net income: JP¥604.0m (up 16% from 1Q 2026). Profit margin: 13% (down from 14% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Media industry in Japan.
お知らせ • May 17+ 2 more updatesKurashiru, Inc. to Report Q1, 2027 Results on Jul 30, 2026Kurashiru, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,181, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 19% over the past year.
分析記事 • May 11Kurashiru's (TSE:299A) Solid Earnings Are Supported By Other Strong FactorsInvestors were underwhelmed by the solid earnings posted by Kurashiru, Inc. ( TSE:299A ) recently. Our analysis says...
Reported Earnings • May 05Full year 2026 earnings released: EPS: JP¥58.67 (vs JP¥40.94 in FY 2025)Full year 2026 results: EPS: JP¥58.67 (up from JP¥40.94 in FY 2025). Revenue: JP¥17.0b (up 30% from FY 2025). Net income: JP¥2.46b (up 46% from FY 2025). Profit margin: 14% (up from 13% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan.
お知らせ • May 01Kurashiru, Inc., Annual General Meeting, Jun 23, 2026Kurashiru, Inc., Annual General Meeting, Jun 23, 2026.
Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.
お知らせ • Mar 10Kurashiru, Inc. to Report Fiscal Year 2026 Results on May 01, 2026Kurashiru, Inc. announced that they will report fiscal year 2026 results on May 01, 2026
Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥16.32 (vs JP¥9.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.32 (up from JP¥9.55 in 3Q 2025). Revenue: JP¥4.63b (up 28% from 3Q 2025). Net income: JP¥688.4m (up 74% from 3Q 2025). Profit margin: 15% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan.
お知らせ • Dec 23Kurashiru, Inc. to Report Q3, 2026 Results on Feb 03, 2026Kurashiru, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026
分析記事 • Nov 09Kurashiru's (TSE:299A) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Kurashiru, Inc. ( TSE:299A ) despite the...
Reported Earnings • Aug 05First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥12.58. Net income: JP¥520.7m (up JP¥520.7m from 1Q 2025). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Media industry in Japan.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,285, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,307 per share.
分析記事 • Jul 10Are Investors Undervaluing dely inc. (TSE:299A) By 30%?Key Insights The projected fair value for dely is JP¥2,629 based on 2 Stage Free Cash Flow to Equity Current share...
Board Change • Jul 09Less 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. Independent Outside Director Yuki Matsumoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
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 8.4% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,742, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,206 per share.
お知らせ • May 31+ 1 more updatedely inc. to Report Q1, 2026 Results on Aug 01, 2025dely inc. announced that they will report Q1, 2026 results on Aug 01, 2025
Buy Or Sell Opportunity • May 29Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to JP¥1,526. The fair value is estimated to be JP¥1,205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥1,515. The fair value is estimated to be JP¥1,211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • May 01dely inc., Annual General Meeting, Jun 27, 2025dely inc., Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,141, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Media industry in Japan.
お知らせ • Mar 04dely inc. to Report Fiscal Year 2025 Results on May 01, 2025dely inc. announced that they will report fiscal year 2025 results on May 01, 2025
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,217, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan.
お知らせ • Jan 18dely inc. to Report Q3, 2025 Results on Feb 03, 2025dely inc. announced that they will report Q3, 2025 results on Feb 03, 2025
お知らせ • Dec 20dely inc. has completed an IPO in the amount of ¥15.15096 billion.dely inc. has completed an IPO in the amount of ¥15.15096 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 12,625,800 Price\Range: ¥1200 Discount Per Security: ¥77.43 Transaction Features: Direct Listing; Sponsor Backed Offering