giftee（4449）株式概要株式会社ギフティは日本でインターネット・サービス事業を行っている。 詳細4449 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績2/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より56.2%で取引されている 収益は年間49.92%増加すると予測されています 今年は黒字化を達成 リスク分析JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る4449 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¥1.13k22.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-175m27b2016201920222025202620282031Revenue JP¥27.3bEarnings JP¥1.4bAdvancedSet Fair ValueView all narrativesgiftee Inc. 競合他社PortSymbol: TSE:7047Market cap: JP¥31.7bPR TIMESSymbol: TSE:3922Market cap: JP¥30.2bZIGExNSymbol: TSE:3679Market cap: JP¥39.9bi-mobileLtdSymbol: TSE:6535Market cap: JP¥27.5b価格と性能株価の高値、安値、推移の概要giftee過去の株価現在の株価JP¥1,128.0052週高値JP¥1,954.0052週安値JP¥942.00ベータ0.711ヶ月の変化6.11%3ヶ月変化18.61%1年変化-36.31%3年間の変化-45.66%5年間の変化-66.87%IPOからの変化-45.24%最新ニュース分析記事 • May 18giftee Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on giftee Inc. ( TSE:4449 ), given that the company fell short of...Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥11.96 (down from JP¥19.71 in 1Q 2025). Revenue: JP¥3.72b (up 1.3% from 1Q 2025). Net income: JP¥356.0m (down 39% from 1Q 2025). Profit margin: 9.6% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Major Estimate Revision • May 14Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥17.3b to JP¥16.9b. EPS estimate rose from JP¥66.10 to JP¥73.09. Net income forecast to grow 133% next year vs 18% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,220 unchanged from last update. Share price fell 11% to JP¥1,033 over the past week.お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,161, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,785 per share.Price Target Changed • Feb 16Price target decreased by 14% to JP¥2,220Down from JP¥2,567, the current price target is an average from 3 analysts. New target price is 117% above last closing price of JP¥1,021. Stock is down 27% over the past year. The company is forecast to post earnings per share of JP¥66.10 for next year compared to JP¥31.49 last year.最新情報をもっと見るRecent updates分析記事 • May 18giftee Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on giftee Inc. ( TSE:4449 ), given that the company fell short of...Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥11.96 (down from JP¥19.71 in 1Q 2025). Revenue: JP¥3.72b (up 1.3% from 1Q 2025). Net income: JP¥356.0m (down 39% from 1Q 2025). Profit margin: 9.6% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Major Estimate Revision • May 14Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥17.3b to JP¥16.9b. EPS estimate rose from JP¥66.10 to JP¥73.09. Net income forecast to grow 133% next year vs 18% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,220 unchanged from last update. Share price fell 11% to JP¥1,033 over the past week.お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,161, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,785 per share.Price Target Changed • Feb 16Price target decreased by 14% to JP¥2,220Down from JP¥2,567, the current price target is an average from 3 analysts. New target price is 117% above last closing price of JP¥1,021. Stock is down 27% over the past year. The company is forecast to post earnings per share of JP¥66.10 for next year compared to JP¥31.49 last year.Reported Earnings • Feb 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥31.49 (up from JP¥17.32 loss in FY 2024). Revenue: JP¥14.1b (up 48% from FY 2024). Net income: JP¥935.0m (up JP¥1.45b from FY 2024). Profit margin: 6.6% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Feb 14+ 1 more updategiftee Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026giftee Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of JPY 16,949 million and operating profit of JPY 3,484 million.お知らせ • Feb 13giftee Inc., Annual General Meeting, Mar 30, 2026giftee Inc., Annual General Meeting, Mar 30, 2026.Upcoming Dividend • Dec 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).Reported Earnings • Nov 18Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥10.91 (up from JP¥6.93 in 3Q 2024). Revenue: JP¥3.31b (up 38% from 3Q 2024). Net income: JP¥324.0m (up 59% from 3Q 2024). Profit margin: 9.8% (up from 8.5% in 3Q 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Nov 10Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥1,085. The fair value is estimated to be JP¥887, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Sep 26Now 20% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥1,200. The fair value is estimated to be JP¥999, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Sep 03Is giftee Inc. (TSE:4449) Worth JP¥1.2k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, giftee fair value estimate is JP¥992 Current share price of...分析記事 • Sep 03giftee (TSE:4449) Is Paying Out A Larger Dividend Than Last YearThe board of giftee Inc. ( TSE:4449 ) has announced that it will be paying its dividend of ¥13.00 on the 30th of March...分析記事 • Aug 16giftee Inc. Just Missed EPS By 55%: Here's What Analysts Think Will Happen NextTSE:4449 1 Year Share Price vs Fair Value Explore giftee's Fair Values from the Community and select yours It's shaping...Declared Dividend • Aug 16Dividend increased to JP¥13.00Dividend of JP¥13.00 is 30% higher than last year. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.4%.Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥7.72 (down from JP¥8.29 in 2Q 2024). Revenue: JP¥3.43b (up 55% from 2Q 2024). Net income: JP¥229.0m (down 6.1% from 2Q 2024). Profit margin: 6.7% (down from 11% in 2Q 2024). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.分析記事 • Jul 03The Returns At giftee (TSE:4449) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).分析記事 • May 07giftee Inc.'s (TSE:4449) 35% Jump Shows Its Popularity With Investorsgiftee Inc. ( TSE:4449 ) shares have had a really impressive month, gaining 35% after a shaky period beforehand. The...お知らせ • Apr 10+ 2 more updatesgiftee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026giftee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026New Risk • Apr 07New 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 7.7% 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 (7.7% average weekly change).分析記事 • Apr 06Is giftee (TSE:4449) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Mar 01giftee Inc. to Report Q1, 2025 Results on May 14, 2025giftee Inc. announced that they will report Q1, 2025 results on May 14, 2025New Risk • Feb 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).Major Estimate Revision • Feb 15Consensus revenue estimates increase by 15%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥12.1b to JP¥14.0b. EPS estimate fell from JP¥54.84 to JP¥48.57. Net income forecast to grow 239% next year vs 37% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,267 unchanged from last update. Share price was steady at JP¥1,410 over the past week.お知らせ • Feb 14giftee Inc., Annual General Meeting, Mar 27, 2025giftee Inc., Annual General Meeting, Mar 27, 2025.Buy Or Sell Opportunity • Jan 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥1,276. The fair value is estimated to be JP¥1,040, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 71% in 2 years. Earnings are forecast to grow by 506% in the next 2 years.Major Estimate Revision • Jan 11Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥43.24 to JP¥35.39 per share. Revenue forecast steady at JP¥9.33b. Net income forecast to grow 280% next year vs 22% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,300 unchanged from last update. Share price was steady at JP¥1,278 over the past week.お知らせ • Dec 03giftee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025giftee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025分析記事 • Nov 18Market Participants Recognise giftee Inc.'s (TSE:4449) Revenues Pushing Shares 36% Highergiftee Inc. ( TSE:4449 ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...分析記事 • Nov 15giftee Inc. (TSE:4449) Shares Could Be 21% Above Their Intrinsic Value EstimateKey Insights giftee's estimated fair value is JP¥900 based on 2 Stage Free Cash Flow to Equity giftee's JP¥1,092 share...Buy Or Sell Opportunity • Nov 15Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,092. The fair value is estimated to be JP¥884, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 589% in the next 2 years.Buy Or Sell Opportunity • Sep 09Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥1,189. The fair value is estimated to be JP¥970, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 588% in the next 2 years.分析記事 • Aug 21giftee's (TSE:4449) Earnings Are Of Questionable QualityUnsurprisingly, giftee Inc.'s ( TSE:4449 ) stock price was strong on the back of its healthy earnings report. We did...Buy Or Sell Opportunity • Aug 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to JP¥1,160. The fair value is estimated to be JP¥948, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 73%. Revenue is forecast to grow by 55% in 2 years. Earnings are forecast to grow by 708% in the next 2 years.Price Target Changed • Aug 16Price target decreased by 19% to JP¥2,300Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 109% above last closing price of JP¥1,101. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥42.50 for next year compared to JP¥4.41 last year.分析記事 • Aug 06Investors Could Be Concerned With giftee's (TSE:4449) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...New Risk • Aug 05New 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 7.7% 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 (7.7% average weekly change). Minor Risk Large one-off items impacting financial results.分析記事 • Jul 17These 4 Measures Indicate That giftee (TSE:4449) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 16First quarter 2024 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2024 results: EPS: JP¥8.47 (up from JP¥4.90 in 1Q 2023). Revenue: JP¥2.25b (up 15% from 1Q 2023). Net income: JP¥249.0m (up 74% from 1Q 2023). Profit margin: 11% (up from 7.3% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Apr 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to JP¥1,278. The fair value is estimated to be JP¥1,640, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.お知らせ • Mar 22+ 1 more updategiftee Inc. to Report Q3, 2024 Results on Nov 14, 2024giftee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024Major Estimate Revision • Feb 28Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥38.25 to JP¥42.97. Revenue forecast steady at JP¥9.25b. Net income forecast to grow 875% next year vs 15% growth forecast for Interactive Media and Services industry in Japan. Consensus price target broadly unchanged at JP¥2,933. Share price fell 2.6% to JP¥1,409 over the past week.お知らせ • Feb 24giftee Inc. to Report Q1, 2024 Results on May 14, 2024giftee Inc. announced that they will report Q1, 2024 results on May 14, 2024お知らせ • Feb 16giftee Inc., Annual General Meeting, Mar 27, 2024giftee Inc., Annual General Meeting, Mar 27, 2024.Reported Earnings • Feb 16Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥4.41 (up from JP¥0.35 in FY 2022). Revenue: JP¥7.23b (up 53% from FY 2022). Net income: JP¥129.0m (up JP¥119.0m from FY 2022). Profit margin: 1.8% (up from 0.2% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.お知らせ • Dec 05giftee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024giftee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024Reported Earnings • Nov 18Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥4.17 (up from JP¥0.76 in 3Q 2022). Revenue: JP¥1.72b (up 56% from 3Q 2022). Net income: JP¥122.0m (up 455% from 3Q 2022). Profit margin: 7.1% (up from 2.0% in 3Q 2022). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2023 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2023 results: EPS: JP¥5.72 (up from JP¥2.60 in 2Q 2022). Revenue: JP¥1.63b (up 35% from 2Q 2022). Net income: JP¥167.0m (up 123% from 2Q 2022). Profit margin: 10% (up from 6.2% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 31giftee Inc. to Report Q2, 2023 Results on Aug 14, 2023giftee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023Reported Earnings • Mar 31Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Reported Earnings • Feb 19Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Feb 16+ 2 more updatesgiftee Inc. to Report Q3, 2023 Results on Nov 14, 2023giftee Inc. announced that they will report Q3, 2023 results on Nov 14, 2023Price Target Changed • Feb 16Price target increased by 10% to JP¥2,650Up from JP¥2,400, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,615. Stock is up 193% over the past year. The company is forecast to post earnings per share of JP¥10.67 for next year compared to JP¥5.47 last year.Major Estimate Revision • Feb 15Consensus EPS estimates fall by 19%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from JP¥6.47b to JP¥6.81b. EPS estimate fell from JP¥24.22 to JP¥19.54 per share. Net income forecast to grow 173% next year vs 17% growth forecast for Interactive Media and Services industry in Japan. Consensus price target up from JP¥2,400 to JP¥2,500. Share price rose 7.3% to JP¥2,615 over the past week.Major Estimate Revision • Nov 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥12.78 to JP¥11.27 per share. Revenue forecast steady at JP¥4.92b. Net income forecast to grow 258% next year vs 16% growth forecast for Interactive Media and Services industry in Japan. Consensus price target up from JP¥2,100 to JP¥2,400. Share price fell 9.5% to JP¥2,137 over the past week.Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥0.76 (up from JP¥4.04 loss in 3Q 2021). Revenue: JP¥1.10b (up 40% from 3Q 2021). Net income: JP¥22.0m (up JP¥133.0m from 3Q 2021). Profit margin: 2.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 74%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Sep 16Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥4.86b to JP¥4.96b. EPS estimate increased from JP¥10.51 to JP¥12.67 per share. Net income forecast to grow 816% next year vs 27% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,100 unchanged from last update. Share price rose 6.3% to JP¥2,345 over the past week.Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥2.60 (up from JP¥3.36 loss in 2Q 2021). Revenue: JP¥1.20b (up 60% from 2Q 2021). Net income: JP¥75.0m (up JP¥167.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 797%. Over the next year, revenue is forecast to grow 33%, compared to a 12% growth forecast for the industry in Japan.Price Target Changed • Apr 27Price target decreased to JP¥1,600Down from JP¥3,800, the current price target is an average from 3 analysts. New target price is 45% above last closing price of JP¥1,104. Stock is down 66% over the past year. The company is forecast to post earnings per share of JP¥7.05 for next year compared to JP¥5.47 last year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). External Director Miwako Iyoku was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: JP¥5.47 (down from JP¥28.43 in FY 2020). Revenue: JP¥3.73b (up 21% from FY 2020). Net income: JP¥150.0m (down 80% from FY 2020). Profit margin: 4.0% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 22%, compared to a 14% growth forecast for the industry in Japan.Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥5.19b to JP¥4.54b. EPS estimate increased from JP¥28.19 to JP¥31.55 per share. Net income forecast to shrink 2.7% next year vs 23% growth forecast for Interactive Media and Services industry in Japan . Consensus price target down from JP¥3,800 to JP¥1,100. Share price fell 12% to JP¥957 over the past week.お知らせ • Feb 14giftee Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023giftee Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,256, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 29x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 61% over the past year.Reported Earnings • Nov 15Third quarter 2021 earnings released: JP¥4.04 loss per share (vs JP¥2.11 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥786.0m (up 62% from 3Q 2020). Net loss: JP¥111.0m (down 298% from profit in 3Q 2020).Reported Earnings • May 17First quarter 2021 earnings released: EPS JP¥12.33 (vs JP¥3.32 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥1.09b (up 142% from 1Q 2020). Net income: JP¥334.0m (up 284% from 1Q 2020). Profit margin: 31% (up from 19% in 1Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥28.43 (vs JP¥15.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥3.08b (up 74% from FY 2019). Net income: JP¥752.0m (up 96% from FY 2019). Profit margin: 24% (up from 22% in FY 2019). The increase in margin was driven by higher revenue.お知らせ • Mar 07giftee Inc. to Report Q1, 2021 Results on May 14, 2021giftee Inc. announced that they will report Q1, 2021 results on May 14, 2021Major Estimate Revision • Feb 19Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from JP¥37.46 to JP¥30.63. No change was made to the revenue estimate which at the last update was JP¥4.35b. Net income is expected to grow by 10% next year compared to 10% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target increased from JP¥3,100 to JP¥4,600. Share price is up 30% to JP¥4,400 over the past week.Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥28.43 (vs JP¥15.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥3.08b (up 74% from FY 2019). Net income: JP¥752.0m (up 96% from FY 2019). Profit margin: 24% (up from 22% in FY 2019). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.06%. Earnings per share (EPS) also surpassed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.お知らせ • Feb 13giftee Inc. (TSE:4449) entered into a share exchange to acquire 26.7% stake in Sow Experience Inc. for approximately ¥480.giftee Inc. (TSE:4449) entered into a share exchange to acquire 26.7% stake in Sow Experience Inc. for approximately ¥480 on February 12, 2021. Under the terms, giftee will acquire 87 shares of Sow. 1,546 shares of the Company's common stock will be allotted and delivered for each share of Sow common stock. At the time of the Share Exchange, 134,502 shares of the Company's common stock will be allotted and delivered. In a related transaction, giftee Inc. agreed to acquire 73.3% stake in Sow Experience Inc. As a result of transactions, Sow Experience will become a wholly owned subsidiary of giftee. As at September 20, 2020, Sow Experience had net assets of ¥174 million and total assets of ¥762 million. For the year ended September 20, 2020, Sow Experience had revenues of ¥1.4 billion, operating loss of million ¥104 and net loss of ¥104 million. The Share Exchange is scheduled to be carried out for the Company without approval by the General Meeting of Shareholders of the Company. The share exchange has been approved by the Board of Directors on February 12, 2021. Effective date of share exchange is March 12, 2021.お知らせ • Feb 12giftee Inc., Annual General Meeting, Mar 24, 2021giftee Inc., Annual General Meeting, Mar 24, 2021.Major Estimate Revision • Feb 05Analysts increase revenue estimates to JP¥3.08bThe 2020 consensus revenue estimate increased from JP¥2.53b. Earning per share (EPS) estimate also increased from JP¥26.30 to JP¥28.19 for the same period. Net income is expected to grow by 240% next year compared to 9.7% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target of JP¥3,100 was unchanged from the last update. Share price is up 16% to JP¥3,615 over the past week.Is New 90 Day High Low • Feb 04New 90-day high: JP¥3,400The company is up 16% from its price of JP¥2,927 on 06 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥720 per share.Is New 90 Day High Low • Dec 17New 90-day low: JP¥2,671The company is down 19% from its price of JP¥3,280 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥739 per share.Price Target Changed • Dec 01Price target raised to JP¥3,100Up from JP¥2,500, the current price target is an average from 3 analysts. The new target price is close to the current share price of JP¥3,215. As of last close, the stock is up 76% over the past year.Major Estimate Revision • Dec 01Analysts increase revenue estimates to JP¥2.53bThe 2020 consensus revenue estimate increased from JP¥2.25b. Earning per share (EPS) estimate also increased from JP¥21.20 to JP¥26.30 for the same period. Net income is expected to grow by 266% next year compared to 7.1% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target of JP¥3,100 was unchanged from the last update. Share price stayed mostly flat at JP¥3,215 over the past week.お知らせ • Aug 15+ 1 more updategiftee Inc. to Report Q3, 2020 Results on Nov 13, 2020giftee Inc. announced that they will report Q3, 2020 results on Nov 13, 2020お知らせ • Jul 17giftee Inc. to Report Q2, 2020 Results on Aug 14, 2020giftee Inc. announced that they will report Q2, 2020 results on Aug 14, 2020株主還元4449JP Interactive Media and ServicesJP 市場7D1.6%-2.1%1.2%1Y-36.3%-13.7%42.1%株主還元を見る業界別リターン: 4449過去 1 年間で-13.7 % の収益を上げたJP Interactive Media and Services業界を下回りました。リターン対市場: 4449は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 4449's price volatile compared to industry and market?4449 volatility4449 Average Weekly Movement8.1%Interactive Media and Services Industry Average Movement5.8%Market Average Movement5.0%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%安定した株価: 4449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: 4449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2010685Mutsumi Otagiftee.co.jp株式会社gifteeは、日本でインターネットサービス事業を行っている。メールやLINEなどでeギフトを贈ることができるサービス「giftee」、自社店舗で利用できるeギフトを生成するシステム「eギフトシステム」、法人向けeギフト活用ソリューション「giftee for Business」、「STUDIO GIFTEE」、人と地域をつなぐデジタルソリューション「e-machi Platform」を提供している。 ギフティ株式会社は2010年に設立され、品川に本社を置いている。もっと見るgiftee Inc. 基礎のまとめgiftee の収益と売上を時価総額と比較するとどうか。4449 基礎統計学時価総額JP¥33.44b収益（TTM）JP¥707.00m売上高(TTM)JP¥14.20b47.5xPER（株価収益率2.4xP/Sレシオ4449 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4449 損益計算書（TTM）収益JP¥14.20b売上原価JP¥3.69b売上総利益JP¥10.50bその他の費用JP¥9.80b収益JP¥707.00m直近の収益報告Mar 31, 2026次回決算日Aug 14, 2026一株当たり利益（EPS）23.74グロス・マージン73.99%純利益率4.98%有利子負債／自己資本比率166.5%4449 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.4%現在の配当利回り55%配当性向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2026/05/25 10:59終値2026/05/25 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giftee Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Jiro KojimaDaiwa Securities Co. Ltd.Norihiro MiyazakiGoldman SachsRyo KawauchiMarusan Securities Co. Ltd.2 その他のアナリストを表示
分析記事 • May 18giftee Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on giftee Inc. ( TSE:4449 ), given that the company fell short of...
Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥11.96 (down from JP¥19.71 in 1Q 2025). Revenue: JP¥3.72b (up 1.3% from 1Q 2025). Net income: JP¥356.0m (down 39% from 1Q 2025). Profit margin: 9.6% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Major Estimate Revision • May 14Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥17.3b to JP¥16.9b. EPS estimate rose from JP¥66.10 to JP¥73.09. Net income forecast to grow 133% next year vs 18% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,220 unchanged from last update. Share price fell 11% to JP¥1,033 over the past week.
お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,161, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,785 per share.
Price Target Changed • Feb 16Price target decreased by 14% to JP¥2,220Down from JP¥2,567, the current price target is an average from 3 analysts. New target price is 117% above last closing price of JP¥1,021. Stock is down 27% over the past year. The company is forecast to post earnings per share of JP¥66.10 for next year compared to JP¥31.49 last year.
分析記事 • May 18giftee Inc. Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on giftee Inc. ( TSE:4449 ), given that the company fell short of...
Reported Earnings • May 15First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥11.96 (down from JP¥19.71 in 1Q 2025). Revenue: JP¥3.72b (up 1.3% from 1Q 2025). Net income: JP¥356.0m (down 39% from 1Q 2025). Profit margin: 9.6% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Major Estimate Revision • May 14Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥17.3b to JP¥16.9b. EPS estimate rose from JP¥66.10 to JP¥73.09. Net income forecast to grow 133% next year vs 18% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,220 unchanged from last update. Share price fell 11% to JP¥1,033 over the past week.
お知らせ • Apr 22+ 3 more updatesgiftee Inc. to Report Q2, 2026 Results on Aug 14, 2026giftee Inc. announced that they will report Q2, 2026 results on Aug 14, 2026
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,161, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,785 per share.
Price Target Changed • Feb 16Price target decreased by 14% to JP¥2,220Down from JP¥2,567, the current price target is an average from 3 analysts. New target price is 117% above last closing price of JP¥1,021. Stock is down 27% over the past year. The company is forecast to post earnings per share of JP¥66.10 for next year compared to JP¥31.49 last year.
Reported Earnings • Feb 16Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥31.49 (up from JP¥17.32 loss in FY 2024). Revenue: JP¥14.1b (up 48% from FY 2024). Net income: JP¥935.0m (up JP¥1.45b from FY 2024). Profit margin: 6.6% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14+ 1 more updategiftee Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2026giftee Inc. provided consolidated earnings guidance for the fiscal year ending December 31, 2026. For the year, the company expects net sales of JPY 16,949 million and operating profit of JPY 3,484 million.
お知らせ • Feb 13giftee Inc., Annual General Meeting, Mar 30, 2026giftee Inc., Annual General Meeting, Mar 30, 2026.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.9%).
Reported Earnings • Nov 18Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥10.91 (up from JP¥6.93 in 3Q 2024). Revenue: JP¥3.31b (up 38% from 3Q 2024). Net income: JP¥324.0m (up 59% from 3Q 2024). Profit margin: 9.8% (up from 8.5% in 3Q 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 9.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Nov 10Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to JP¥1,085. The fair value is estimated to be JP¥887, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Sep 26Now 20% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥1,200. The fair value is estimated to be JP¥999, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Sep 03Is giftee Inc. (TSE:4449) Worth JP¥1.2k Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, giftee fair value estimate is JP¥992 Current share price of...
分析記事 • Sep 03giftee (TSE:4449) Is Paying Out A Larger Dividend Than Last YearThe board of giftee Inc. ( TSE:4449 ) has announced that it will be paying its dividend of ¥13.00 on the 30th of March...
分析記事 • Aug 16giftee Inc. Just Missed EPS By 55%: Here's What Analysts Think Will Happen NextTSE:4449 1 Year Share Price vs Fair Value Explore giftee's Fair Values from the Community and select yours It's shaping...
Declared Dividend • Aug 16Dividend increased to JP¥13.00Dividend of JP¥13.00 is 30% higher than last year. Ex-date: 29th December 2025 Payment date: 30th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.4%.
Reported Earnings • Aug 15Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥7.72 (down from JP¥8.29 in 2Q 2024). Revenue: JP¥3.43b (up 55% from 2Q 2024). Net income: JP¥229.0m (down 6.1% from 2Q 2024). Profit margin: 6.7% (down from 11% in 2Q 2024). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 03The Returns At giftee (TSE:4449) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
分析記事 • May 07giftee Inc.'s (TSE:4449) 35% Jump Shows Its Popularity With Investorsgiftee Inc. ( TSE:4449 ) shares have had a really impressive month, gaining 35% after a shaky period beforehand. The...
お知らせ • Apr 10+ 2 more updatesgiftee Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026giftee Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026
New Risk • Apr 07New 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 7.7% 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 (7.7% average weekly change).
分析記事 • Apr 06Is giftee (TSE:4449) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Mar 01giftee Inc. to Report Q1, 2025 Results on May 14, 2025giftee Inc. announced that they will report Q1, 2025 results on May 14, 2025
New Risk • Feb 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.3% average weekly change).
Major Estimate Revision • Feb 15Consensus revenue estimates increase by 15%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥12.1b to JP¥14.0b. EPS estimate fell from JP¥54.84 to JP¥48.57. Net income forecast to grow 239% next year vs 37% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,267 unchanged from last update. Share price was steady at JP¥1,410 over the past week.
お知らせ • Feb 14giftee Inc., Annual General Meeting, Mar 27, 2025giftee Inc., Annual General Meeting, Mar 27, 2025.
Buy Or Sell Opportunity • Jan 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥1,276. The fair value is estimated to be JP¥1,040, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 5.2%. Revenue is forecast to grow by 71% in 2 years. Earnings are forecast to grow by 506% in the next 2 years.
Major Estimate Revision • Jan 11Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥43.24 to JP¥35.39 per share. Revenue forecast steady at JP¥9.33b. Net income forecast to grow 280% next year vs 22% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,300 unchanged from last update. Share price was steady at JP¥1,278 over the past week.
お知らせ • Dec 03giftee Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025giftee Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025
分析記事 • Nov 18Market Participants Recognise giftee Inc.'s (TSE:4449) Revenues Pushing Shares 36% Highergiftee Inc. ( TSE:4449 ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...
分析記事 • Nov 15giftee Inc. (TSE:4449) Shares Could Be 21% Above Their Intrinsic Value EstimateKey Insights giftee's estimated fair value is JP¥900 based on 2 Stage Free Cash Flow to Equity giftee's JP¥1,092 share...
Buy Or Sell Opportunity • Nov 15Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,092. The fair value is estimated to be JP¥884, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 53% in 2 years. Earnings are forecast to grow by 589% in the next 2 years.
Buy Or Sell Opportunity • Sep 09Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to JP¥1,189. The fair value is estimated to be JP¥970, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 43%. Revenue is forecast to grow by 48% in 2 years. Earnings are forecast to grow by 588% in the next 2 years.
分析記事 • Aug 21giftee's (TSE:4449) Earnings Are Of Questionable QualityUnsurprisingly, giftee Inc.'s ( TSE:4449 ) stock price was strong on the back of its healthy earnings report. We did...
Buy Or Sell Opportunity • Aug 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to JP¥1,160. The fair value is estimated to be JP¥948, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 73%. Revenue is forecast to grow by 55% in 2 years. Earnings are forecast to grow by 708% in the next 2 years.
Price Target Changed • Aug 16Price target decreased by 19% to JP¥2,300Down from JP¥2,850, the current price target is an average from 2 analysts. New target price is 109% above last closing price of JP¥1,101. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥42.50 for next year compared to JP¥4.41 last year.
分析記事 • Aug 06Investors Could Be Concerned With giftee's (TSE:4449) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
New Risk • Aug 05New 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 7.7% 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 (7.7% average weekly change). Minor Risk Large one-off items impacting financial results.
分析記事 • Jul 17These 4 Measures Indicate That giftee (TSE:4449) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 16First quarter 2024 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2024 results: EPS: JP¥8.47 (up from JP¥4.90 in 1Q 2023). Revenue: JP¥2.25b (up 15% from 1Q 2023). Net income: JP¥249.0m (up 74% from 1Q 2023). Profit margin: 11% (up from 7.3% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Apr 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to JP¥1,278. The fair value is estimated to be JP¥1,640, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
お知らせ • Mar 22+ 1 more updategiftee Inc. to Report Q3, 2024 Results on Nov 14, 2024giftee Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥38.25 to JP¥42.97. Revenue forecast steady at JP¥9.25b. Net income forecast to grow 875% next year vs 15% growth forecast for Interactive Media and Services industry in Japan. Consensus price target broadly unchanged at JP¥2,933. Share price fell 2.6% to JP¥1,409 over the past week.
お知らせ • Feb 24giftee Inc. to Report Q1, 2024 Results on May 14, 2024giftee Inc. announced that they will report Q1, 2024 results on May 14, 2024
お知らせ • Feb 16giftee Inc., Annual General Meeting, Mar 27, 2024giftee Inc., Annual General Meeting, Mar 27, 2024.
Reported Earnings • Feb 16Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥4.41 (up from JP¥0.35 in FY 2022). Revenue: JP¥7.23b (up 53% from FY 2022). Net income: JP¥129.0m (up JP¥119.0m from FY 2022). Profit margin: 1.8% (up from 0.2% in FY 2022). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 05giftee Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024giftee Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024
Reported Earnings • Nov 18Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥4.17 (up from JP¥0.76 in 3Q 2022). Revenue: JP¥1.72b (up 56% from 3Q 2022). Net income: JP¥122.0m (up 455% from 3Q 2022). Profit margin: 7.1% (up from 2.0% in 3Q 2022). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2023 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2023 results: EPS: JP¥5.72 (up from JP¥2.60 in 2Q 2022). Revenue: JP¥1.63b (up 35% from 2Q 2022). Net income: JP¥167.0m (up 123% from 2Q 2022). Profit margin: 10% (up from 6.2% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 31giftee Inc. to Report Q2, 2023 Results on Aug 14, 2023giftee Inc. announced that they will report Q2, 2023 results on Aug 14, 2023
Reported Earnings • Mar 31Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 19Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥0.35 (down from JP¥5.47 in FY 2021). Revenue: JP¥4.72b (up 27% from FY 2021). Net income: JP¥10.0m (down 93% from FY 2021). Profit margin: 0.2% (down from 4.0% in FY 2021). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 96%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Feb 16+ 2 more updatesgiftee Inc. to Report Q3, 2023 Results on Nov 14, 2023giftee Inc. announced that they will report Q3, 2023 results on Nov 14, 2023
Price Target Changed • Feb 16Price target increased by 10% to JP¥2,650Up from JP¥2,400, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,615. Stock is up 193% over the past year. The company is forecast to post earnings per share of JP¥10.67 for next year compared to JP¥5.47 last year.
Major Estimate Revision • Feb 15Consensus EPS estimates fall by 19%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from JP¥6.47b to JP¥6.81b. EPS estimate fell from JP¥24.22 to JP¥19.54 per share. Net income forecast to grow 173% next year vs 17% growth forecast for Interactive Media and Services industry in Japan. Consensus price target up from JP¥2,400 to JP¥2,500. Share price rose 7.3% to JP¥2,615 over the past week.
Major Estimate Revision • Nov 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥12.78 to JP¥11.27 per share. Revenue forecast steady at JP¥4.92b. Net income forecast to grow 258% next year vs 16% growth forecast for Interactive Media and Services industry in Japan. Consensus price target up from JP¥2,100 to JP¥2,400. Share price fell 9.5% to JP¥2,137 over the past week.
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥0.76 (up from JP¥4.04 loss in 3Q 2021). Revenue: JP¥1.10b (up 40% from 3Q 2021). Net income: JP¥22.0m (up JP¥133.0m from 3Q 2021). Profit margin: 2.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 74%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Miwako Iyoku was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Sep 16Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥4.86b to JP¥4.96b. EPS estimate increased from JP¥10.51 to JP¥12.67 per share. Net income forecast to grow 816% next year vs 27% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥2,100 unchanged from last update. Share price rose 6.3% to JP¥2,345 over the past week.
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥2.60 (up from JP¥3.36 loss in 2Q 2021). Revenue: JP¥1.20b (up 60% from 2Q 2021). Net income: JP¥75.0m (up JP¥167.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 797%. Over the next year, revenue is forecast to grow 33%, compared to a 12% growth forecast for the industry in Japan.
Price Target Changed • Apr 27Price target decreased to JP¥1,600Down from JP¥3,800, the current price target is an average from 3 analysts. New target price is 45% above last closing price of JP¥1,104. Stock is down 66% over the past year. The company is forecast to post earnings per share of JP¥7.05 for next year compared to JP¥5.47 last year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). External Director Miwako Iyoku was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: JP¥5.47 (down from JP¥28.43 in FY 2020). Revenue: JP¥3.73b (up 21% from FY 2020). Net income: JP¥150.0m (down 80% from FY 2020). Profit margin: 4.0% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 30%. Over the next year, revenue is forecast to grow 22%, compared to a 14% growth forecast for the industry in Japan.
Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from JP¥5.19b to JP¥4.54b. EPS estimate increased from JP¥28.19 to JP¥31.55 per share. Net income forecast to shrink 2.7% next year vs 23% growth forecast for Interactive Media and Services industry in Japan . Consensus price target down from JP¥3,800 to JP¥1,100. Share price fell 12% to JP¥957 over the past week.
お知らせ • Feb 14giftee Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023giftee Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,256, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 29x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 61% over the past year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: JP¥4.04 loss per share (vs JP¥2.11 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥786.0m (up 62% from 3Q 2020). Net loss: JP¥111.0m (down 298% from profit in 3Q 2020).
Reported Earnings • May 17First quarter 2021 earnings released: EPS JP¥12.33 (vs JP¥3.32 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥1.09b (up 142% from 1Q 2020). Net income: JP¥334.0m (up 284% from 1Q 2020). Profit margin: 31% (up from 19% in 1Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS JP¥28.43 (vs JP¥15.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥3.08b (up 74% from FY 2019). Net income: JP¥752.0m (up 96% from FY 2019). Profit margin: 24% (up from 22% in FY 2019). The increase in margin was driven by higher revenue.
お知らせ • Mar 07giftee Inc. to Report Q1, 2021 Results on May 14, 2021giftee Inc. announced that they will report Q1, 2021 results on May 14, 2021
Major Estimate Revision • Feb 19Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from JP¥37.46 to JP¥30.63. No change was made to the revenue estimate which at the last update was JP¥4.35b. Net income is expected to grow by 10% next year compared to 10% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target increased from JP¥3,100 to JP¥4,600. Share price is up 30% to JP¥4,400 over the past week.
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥28.43 (vs JP¥15.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥3.08b (up 74% from FY 2019). Net income: JP¥752.0m (up 96% from FY 2019). Profit margin: 24% (up from 22% in FY 2019). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.06%. Earnings per share (EPS) also surpassed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 18%, compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.
お知らせ • Feb 13giftee Inc. (TSE:4449) entered into a share exchange to acquire 26.7% stake in Sow Experience Inc. for approximately ¥480.giftee Inc. (TSE:4449) entered into a share exchange to acquire 26.7% stake in Sow Experience Inc. for approximately ¥480 on February 12, 2021. Under the terms, giftee will acquire 87 shares of Sow. 1,546 shares of the Company's common stock will be allotted and delivered for each share of Sow common stock. At the time of the Share Exchange, 134,502 shares of the Company's common stock will be allotted and delivered. In a related transaction, giftee Inc. agreed to acquire 73.3% stake in Sow Experience Inc. As a result of transactions, Sow Experience will become a wholly owned subsidiary of giftee. As at September 20, 2020, Sow Experience had net assets of ¥174 million and total assets of ¥762 million. For the year ended September 20, 2020, Sow Experience had revenues of ¥1.4 billion, operating loss of million ¥104 and net loss of ¥104 million. The Share Exchange is scheduled to be carried out for the Company without approval by the General Meeting of Shareholders of the Company. The share exchange has been approved by the Board of Directors on February 12, 2021. Effective date of share exchange is March 12, 2021.
お知らせ • Feb 12giftee Inc., Annual General Meeting, Mar 24, 2021giftee Inc., Annual General Meeting, Mar 24, 2021.
Major Estimate Revision • Feb 05Analysts increase revenue estimates to JP¥3.08bThe 2020 consensus revenue estimate increased from JP¥2.53b. Earning per share (EPS) estimate also increased from JP¥26.30 to JP¥28.19 for the same period. Net income is expected to grow by 240% next year compared to 9.7% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target of JP¥3,100 was unchanged from the last update. Share price is up 16% to JP¥3,615 over the past week.
Is New 90 Day High Low • Feb 04New 90-day high: JP¥3,400The company is up 16% from its price of JP¥2,927 on 06 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥720 per share.
Is New 90 Day High Low • Dec 17New 90-day low: JP¥2,671The company is down 19% from its price of JP¥3,280 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥739 per share.
Price Target Changed • Dec 01Price target raised to JP¥3,100Up from JP¥2,500, the current price target is an average from 3 analysts. The new target price is close to the current share price of JP¥3,215. As of last close, the stock is up 76% over the past year.
Major Estimate Revision • Dec 01Analysts increase revenue estimates to JP¥2.53bThe 2020 consensus revenue estimate increased from JP¥2.25b. Earning per share (EPS) estimate also increased from JP¥21.20 to JP¥26.30 for the same period. Net income is expected to grow by 266% next year compared to 7.1% growth forecast for the Interactive Media and Services industry in Japan. The consensus price target of JP¥3,100 was unchanged from the last update. Share price stayed mostly flat at JP¥3,215 over the past week.
お知らせ • Aug 15+ 1 more updategiftee Inc. to Report Q3, 2020 Results on Nov 13, 2020giftee Inc. announced that they will report Q3, 2020 results on Nov 13, 2020
お知らせ • Jul 17giftee Inc. to Report Q2, 2020 Results on Aug 14, 2020giftee Inc. announced that they will report Q2, 2020 results on Aug 14, 2020
