CROOZ（2138）株式概要株式会社CROOZは、ITアウトソーシングとEコマースサービスを提供しています。 詳細2138 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金0/6リスク分析利払いは収益で十分にカバーされない 過去5年間で収益は年間50%減少しました。 意味のある時価総額がありません ( ¥5B )すべてのリスクチェックを見る2138 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¥519.00209.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b36b2016201920222025202620282031Revenue JP¥4.4bEarnings JP¥190.1mAdvancedSet Fair ValueView all narrativesCROOZ, Inc. 競合他社FelissimoSymbol: TSE:3396Market cap: JP¥6.0bGlobal StyleLtdSymbol: TSE:7126Market cap: JP¥4.9bHirakiLtdSymbol: TSE:3059Market cap: JP¥3.6bCoxSymbol: TSE:9876Market cap: JP¥6.0b価格と性能株価の高値、安値、推移の概要CROOZ過去の株価現在の株価JP¥516.0052週高値JP¥722.0052週安値JP¥508.00ベータ-0.0641ヶ月の変化-2.27%3ヶ月変化-14.14%1年変化-17.44%3年間の変化-38.86%5年間の変化-76.55%IPOからの変化-17.77%最新ニュースReported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • May 13CROOZ, Inc., Annual General Meeting, Jun 26, 2026CROOZ, Inc., Annual General Meeting, Jun 26, 2026.Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Jan 06Pinning Down CROOZ, Inc.'s (TSE:2138) P/S Is Difficult Right NowThere wouldn't be many who think CROOZ, Inc.'s ( TSE:2138 ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...最新情報をもっと見るRecent updatesReported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • May 13CROOZ, Inc., Annual General Meeting, Jun 26, 2026CROOZ, Inc., Annual General Meeting, Jun 26, 2026.Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Jan 06Pinning Down CROOZ, Inc.'s (TSE:2138) P/S Is Difficult Right NowThere wouldn't be many who think CROOZ, Inc.'s ( TSE:2138 ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.2% operating cash flow to total debt). Earnings have declined by 42% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥5.86b market cap, or US$37.4m).Reported Earnings • Nov 15Second quarter 2026 earnings released: JP¥2.61 loss per share (vs JP¥7.85 loss in 2Q 2025)Second quarter 2026 results: JP¥2.61 loss per share (improved from JP¥7.85 loss in 2Q 2025). Revenue: JP¥2.61b (down 25% from 2Q 2025). Net loss: JP¥25.0m (loss narrowed 68% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • Nov 06CROOZ, Inc. to Report Q2, 2026 Results on Nov 12, 2025CROOZ, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥16.62 loss per share (vs JP¥27.79 loss in 1Q 2025)First quarter 2026 results: JP¥16.62 loss per share (improved from JP¥27.79 loss in 1Q 2025). Revenue: JP¥2.77b (down 22% from 1Q 2025). Net loss: JP¥159.0m (loss narrowed 44% from 1Q 2025). 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 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 05Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Jul 02CROOZ, Inc. to Report Q1, 2026 Results on Aug 06, 2025CROOZ, Inc. announced that they will report Q1, 2026 results on Aug 06, 2025お知らせ • May 22HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138).HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025. HADO Inc. completed the acquisition of Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025.Reported Earnings • May 20Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • May 15Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million.Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million on May 14, 2025. As part of consideration, ¥200 million is paid towards 12,000 common equity of StudioZ Inc. The expected completion of the transaction is June 2, 2025.お知らせ • May 14CROOZ, Inc., Annual General Meeting, Jun 27, 2025CROOZ, Inc., Annual General Meeting, Jun 27, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥4.29b market cap, or US$29.3m).お知らせ • Apr 05CROOZ, Inc. to Report Fiscal Year 2025 Results on May 14, 2025CROOZ, Inc. announced that they will report fiscal year 2025 results on May 14, 2025New Risk • Feb 14New 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 Market cap is less than US$100m (JP¥5.88b market cap, or US$38.5m).お知らせ • Feb 06CROOZ, Inc. to Report Q3, 2025 Results on Feb 12, 2025CROOZ, Inc. announced that they will report Q3, 2025 results on Feb 12, 2025分析記事 • Jan 24Is CROOZ (TSE:2138) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Oct 26CROOZ, Inc. to Report Q2, 2025 Results on Nov 13, 2024CROOZ, Inc. announced that they will report Q2, 2025 results on Nov 13, 2024分析記事 • Oct 24Does CROOZ (TSE:2138) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 09First quarter 2025 earnings released: JP¥27.79 loss per share (vs JP¥35.33 profit in 1Q 2024)First quarter 2025 results: JP¥27.79 loss per share (down from JP¥35.33 profit in 1Q 2024). Revenue: JP¥3.54b (up 3.2% from 1Q 2024). Net loss: JP¥285.0m (down 173% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.分析記事 • Aug 06Little Excitement Around CROOZ, Inc.'s (TSE:2138) Earnings As Shares Take 26% PoundingCROOZ, Inc. ( TSE:2138 ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.38b market cap, or US$37.8m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥533, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 71% over the past three years.お知らせ • Jun 28CROOZ, Inc. to Report Q1, 2025 Results on Aug 07, 2024CROOZ, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024分析記事 • May 22Additional Considerations Required While Assessing CROOZ's (TSE:2138) Strong EarningsInvestors were disappointed with CROOZ, Inc.'s ( TSE:2138 ) earnings, despite the strong profit numbers. We think that...Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥91.13 (vs JP¥22.84 in FY 2023)Full year 2024 results: EPS: JP¥91.13 (up from JP¥22.84 in FY 2023). Revenue: JP¥14.3b (up 1.9% from FY 2023). Net income: JP¥1.01b (up 297% from FY 2023). Profit margin: 7.1% (up from 1.8% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.お知らせ • May 16CROOZ, Inc., Annual General Meeting, Jun 27, 2024CROOZ, Inc., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 02CROOZ, Inc. to Report Fiscal Year 2024 Results on May 14, 2024CROOZ, Inc. announced that they will report fiscal year 2024 results on May 14, 2024分析記事 • Feb 26What CROOZ, Inc.'s (TSE:2138) 26% Share Price Gain Is Not Telling YouCROOZ, Inc. ( TSE:2138 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥10.07 (vs JP¥20.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.07 (down from JP¥20.14 in 3Q 2023). Revenue: JP¥3.76b (down 1.2% from 3Q 2023). Net income: JP¥112.0m (down 50% from 3Q 2023). Profit margin: 3.0% (down from 5.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥862, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 61% over the past three years.お知らせ • Feb 13CROOZ, Inc. (TSE:2138) announces an Equity Buyback for 3,640,000 shares, representing 32.73% for ¥2,000 million.CROOZ, Inc. (JASDAQ:2138) announces a share repurchase program. Under the program, the company will repurchase up to 3,640,000 shares, representing 32.73% of its share capital, for ¥2,000 million. The purpose of the program is to carry out flexible capital policy, increase the value per share, and return profits to shareholders. The share repurchase program will run until February 13, 2025. As of December 31, 2023, the company had 11,122,418 shares outstanding (excluding treasury shares) and 1,835,182 shares in treasury.お知らせ • Dec 28CROOZ, Inc. to Report Q3, 2024 Results on Feb 13, 2024CROOZ, Inc. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥60.87 (vs JP¥15.82 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥60.87 (up from JP¥15.82 loss in 2Q 2023). Revenue: JP¥3.51b (up 2.7% from 2Q 2023). Net income: JP¥677.0m (up JP¥853.0m from 2Q 2023). Profit margin: 19% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Sep 06CROOZ, Inc. to Report Q2, 2024 Results on Nov 08, 2023CROOZ, Inc. announced that they will report Q2, 2024 results on Nov 08, 2023New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥11.2b market cap, or US$78.2m).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥35.33 (vs JP¥15.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.33 (up from JP¥15.11 in 1Q 2023). Revenue: JP¥3.43b (down 7.0% from 1Q 2023). Net income: JP¥393.0m (up 134% from 1Q 2023). Profit margin: 12% (up from 4.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,009, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 42% over the past three years.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥935, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 14% over the past three years.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥22.84 (vs JP¥27.87 in FY 2022)Full year 2023 results: EPS: JP¥22.84 (down from JP¥27.87 in FY 2022). Revenue: JP¥14.0b (down 9.5% from FY 2022). Net income: JP¥254.0m (down 18% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 13CROOZ, Inc., Annual General Meeting, Jun 29, 2023CROOZ, Inc., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,205, the stock trades at a trailing P/E ratio of 76.2x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 3.8% over the past three years.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥20.14 (vs JP¥8.09 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.14 (up from JP¥8.09 in 3Q 2022). Revenue: JP¥3.81b (down 2.3% from 3Q 2022). Net income: JP¥224.0m (up 149% from 3Q 2022). Profit margin: 5.9% (up from 2.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥15.82 loss per share (vs JP¥4.95 profit in 2Q 2022)Second quarter 2023 results: JP¥15.82 loss per share (down from JP¥4.95 profit in 2Q 2022). Revenue: JP¥3.42b (down 14% from 2Q 2022). Net loss: JP¥176.0m (down 420% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 39x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 3.7% over the past three years.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥952, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total loss to shareholders of 4.2% over the past three years.Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥15.11 (vs JP¥18.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.11 (down from JP¥18.43 in 1Q 2022). Revenue: JP¥3.69b (down 7.6% from 1Q 2022). Net income: JP¥168.0m (down 18% from 1Q 2022). Profit margin: 4.6% (down from 5.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 06+ 1 more updateCROOZ, Inc. to Report Q3, 2023 Results on Feb 09, 2023CROOZ, Inc. announced that they will report Q3, 2023 results on Feb 09, 2023お知らせ • Jul 01CROOZ, Inc. to Report Q1, 2023 Results on Aug 09, 2022CROOZ, Inc. announced that they will report Q1, 2023 results on Aug 09, 2022Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥851, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total loss to shareholders of 30% over the past three years.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥27.87 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥27.87 (down from JP¥129 in FY 2021). Revenue: JP¥15.5b (down 57% from FY 2021). Net income: JP¥310.0m (down 78% from FY 2021). Profit margin: 2.0% (down from 4.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 14CROOZ, Inc., Annual General Meeting, Jun 29, 2022CROOZ, Inc., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 07CROOZ, Inc. to Report Fiscal Year 2022 Results on May 12, 2022CROOZ, Inc. announced that they will report fiscal year 2022 results on May 12, 2022Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥733, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 63% over the past three years.Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥8.09 (down from JP¥46.39 in 3Q 2021). Revenue: JP¥3.90b (down 62% from 3Q 2021). Net income: JP¥90.0m (down 83% from 3Q 2021). Profit margin: 2.3% (down from 5.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥4.95 (vs JP¥51.20 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.96b (down 56% from 2Q 2021). Net income: JP¥55.0m (down 90% from 2Q 2021). Profit margin: 1.4% (down from 6.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥18.43 (vs JP¥30.43 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2022 results: Revenue: JP¥4.00b (down 54% from 1Q 2021). Net income: JP¥205.0m (down 39% from 1Q 2021). Profit margin: 5.1% (up from 3.9% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,506, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total loss to shareholders of 31% over the past three years.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥129 (vs JP¥50.25 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥35.7b (up 5.1% from FY 2020). Net income: JP¥1.43b (up JP¥1.99b from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Mar 04CROOZ, Inc. to Report Fiscal Year 2021 Results on May 13, 2021CROOZ, Inc. announced that they will report fiscal year 2021 results on May 13, 2021分析記事 • Mar 01These 4 Measures Indicate That CROOZ (TYO:2138) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 33% share price gain to JP¥2,215, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 22x in the Online Retail industry in Japan. Total returns to shareholders over the past three years were flat.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥46.39 (vs JP¥6.75 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥10.3b (up 11% from 3Q 2020). Net income: JP¥516.0m (up JP¥591.0m from 3Q 2020). Profit margin: 5.0% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 10New 90-day high: JP¥1,670The company is up 17% from its price of JP¥1,422 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 12% over the same period.分析記事 • Jan 30If You Had Bought CROOZ's (TYO:2138) Shares Three Years Ago You Would Be Down 51%The truth is that if you invest for long enough, you're going to end up with some losing stocks. But the last three...分析記事 • Jan 09Should We Be Cautious About CROOZ, Inc.'s (TYO:2138) ROE Of 7.0%?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...分析記事 • Dec 19How Much Of CROOZ, Inc. (TYO:2138) Do Insiders Own?The big shareholder groups in CROOZ, Inc. ( TYO:2138 ) have power over the company. Insiders often own a large chunk of...分析記事 • Nov 28Here's Why We Think CROOZ's (TYO:2138) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥51.20The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥8.95b (down 5.4% from 2Q 2020). Net income: JP¥569.0m (up JP¥600.0m from 2Q 2020). Profit margin: 6.4% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 30New 90-day low: JP¥1,349The company is down 7.0% from its price of JP¥1,447 on 31 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.お知らせ • Aug 12Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million.Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million on August 11, 2020. As reported, CROOZ, Inc. will transfer 43,206 shares in Candle inc. and will hold no shares in Candle inc. post transaction. For the year ending March 2020, Candle inc. reported net worth of ¥108 million, total assets of ¥167.9 million, sales of ¥247.3 million, operating loss ¥14 million and net loss of ¥17.1 million. The Board of Directors meeting of CROOZ, Inc. resolved the transaction on August 11, 2020. The business transfer execution date is September 30, 2020.株主還元2138JP Specialty RetailJP 市場7D-1.7%3.1%-3.1%1Y-17.4%30.3%38.2%株主還元を見る業界別リターン: 2138過去 1 年間で30.3 % の収益を上げたJP Specialty Retail業界を下回りました。リターン対市場: 2138は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 2138's price volatile compared to industry and market?2138 volatility2138 Average Weekly Movement3.2%Specialty Retail Industry Average Movement4.2%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 2138 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 2138の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2001712Koji Obuchiwww.crooz.co.jpITアウトソーシングサービス、Eコマースサービスを提供。システムエンジニアリングサービス（SES）事業、EC事業、GameFi事業を展開。システムエンジニアリングサービス事業では、IT人材やシステムエンジニアリングに関するソリューションの提供に注力している。EC事業」は、オリジナル商品やトップブランド商品のセレクトショップ事業など、インターネットを活用した通信販売事業を展開している。GameFi事業」は、スマートフォン等のモバイル端末向けゲーム及びその受託開発サービスを提供している。同社はソーシングに経営資源を集中し、新たな事業領域を拡大することで、将来の成長に向けた更なる柱を確立している。ITソリューションを必要とする法人顧客を顧客とし、グローバル市場で事業を展開している。同社は2001年に設立され、東京に本社を置いている。もっと見るCROOZ, Inc. 基礎のまとめCROOZ の収益と売上を時価総額と比較するとどうか。2138 基礎統計学時価総額JP¥4.96b収益（TTM）-JP¥470.00m売上高(TTM)JP¥11.82b0.4xP/Sレシオ-10.5xPER（株価収益率2138 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2138 損益計算書（TTM）収益JP¥11.82b売上原価JP¥5.68b売上総利益JP¥6.14bその他の費用JP¥6.61b収益-JP¥470.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-49.12グロス・マージン51.97%純利益率-3.98%有利子負債／自己資本比率218.6%2138 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 15:41終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CROOZ, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Satoshi TanakaDaiwa Securities Co. Ltd.Sho OkawaraIchiyoshi Research Institute Inc.Yoshitaka NagaoNomura Securities Co. Ltd.1 その他のアナリストを表示
Reported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • May 13CROOZ, Inc., Annual General Meeting, Jun 26, 2026CROOZ, Inc., Annual General Meeting, Jun 26, 2026.
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Jan 06Pinning Down CROOZ, Inc.'s (TSE:2138) P/S Is Difficult Right NowThere wouldn't be many who think CROOZ, Inc.'s ( TSE:2138 ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...
Reported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • May 13CROOZ, Inc., Annual General Meeting, Jun 26, 2026CROOZ, Inc., Annual General Meeting, Jun 26, 2026.
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Jan 06Pinning Down CROOZ, Inc.'s (TSE:2138) P/S Is Difficult Right NowThere wouldn't be many who think CROOZ, Inc.'s ( TSE:2138 ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...
New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.2% operating cash flow to total debt). Earnings have declined by 42% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥5.86b market cap, or US$37.4m).
Reported Earnings • Nov 15Second quarter 2026 earnings released: JP¥2.61 loss per share (vs JP¥7.85 loss in 2Q 2025)Second quarter 2026 results: JP¥2.61 loss per share (improved from JP¥7.85 loss in 2Q 2025). Revenue: JP¥2.61b (down 25% from 2Q 2025). Net loss: JP¥25.0m (loss narrowed 68% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 06CROOZ, Inc. to Report Q2, 2026 Results on Nov 12, 2025CROOZ, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥16.62 loss per share (vs JP¥27.79 loss in 1Q 2025)First quarter 2026 results: JP¥16.62 loss per share (improved from JP¥27.79 loss in 1Q 2025). Revenue: JP¥2.77b (down 22% from 1Q 2025). Net loss: JP¥159.0m (loss narrowed 44% from 1Q 2025). 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 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 05Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 02CROOZ, Inc. to Report Q1, 2026 Results on Aug 06, 2025CROOZ, Inc. announced that they will report Q1, 2026 results on Aug 06, 2025
お知らせ • May 22HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138).HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025. HADO Inc. completed the acquisition of Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025.
Reported Earnings • May 20Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • May 15Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million.Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million on May 14, 2025. As part of consideration, ¥200 million is paid towards 12,000 common equity of StudioZ Inc. The expected completion of the transaction is June 2, 2025.
お知らせ • May 14CROOZ, Inc., Annual General Meeting, Jun 27, 2025CROOZ, Inc., Annual General Meeting, Jun 27, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥4.29b market cap, or US$29.3m).
お知らせ • Apr 05CROOZ, Inc. to Report Fiscal Year 2025 Results on May 14, 2025CROOZ, Inc. announced that they will report fiscal year 2025 results on May 14, 2025
New Risk • Feb 14New 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 Market cap is less than US$100m (JP¥5.88b market cap, or US$38.5m).
お知らせ • Feb 06CROOZ, Inc. to Report Q3, 2025 Results on Feb 12, 2025CROOZ, Inc. announced that they will report Q3, 2025 results on Feb 12, 2025
分析記事 • Jan 24Is CROOZ (TSE:2138) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Oct 26CROOZ, Inc. to Report Q2, 2025 Results on Nov 13, 2024CROOZ, Inc. announced that they will report Q2, 2025 results on Nov 13, 2024
分析記事 • Oct 24Does CROOZ (TSE:2138) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 09First quarter 2025 earnings released: JP¥27.79 loss per share (vs JP¥35.33 profit in 1Q 2024)First quarter 2025 results: JP¥27.79 loss per share (down from JP¥35.33 profit in 1Q 2024). Revenue: JP¥3.54b (up 3.2% from 1Q 2024). Net loss: JP¥285.0m (down 173% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
分析記事 • Aug 06Little Excitement Around CROOZ, Inc.'s (TSE:2138) Earnings As Shares Take 26% PoundingCROOZ, Inc. ( TSE:2138 ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.38b market cap, or US$37.8m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥533, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 71% over the past three years.
お知らせ • Jun 28CROOZ, Inc. to Report Q1, 2025 Results on Aug 07, 2024CROOZ, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024
分析記事 • May 22Additional Considerations Required While Assessing CROOZ's (TSE:2138) Strong EarningsInvestors were disappointed with CROOZ, Inc.'s ( TSE:2138 ) earnings, despite the strong profit numbers. We think that...
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥91.13 (vs JP¥22.84 in FY 2023)Full year 2024 results: EPS: JP¥91.13 (up from JP¥22.84 in FY 2023). Revenue: JP¥14.3b (up 1.9% from FY 2023). Net income: JP¥1.01b (up 297% from FY 2023). Profit margin: 7.1% (up from 1.8% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
お知らせ • May 16CROOZ, Inc., Annual General Meeting, Jun 27, 2024CROOZ, Inc., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 02CROOZ, Inc. to Report Fiscal Year 2024 Results on May 14, 2024CROOZ, Inc. announced that they will report fiscal year 2024 results on May 14, 2024
分析記事 • Feb 26What CROOZ, Inc.'s (TSE:2138) 26% Share Price Gain Is Not Telling YouCROOZ, Inc. ( TSE:2138 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥10.07 (vs JP¥20.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.07 (down from JP¥20.14 in 3Q 2023). Revenue: JP¥3.76b (down 1.2% from 3Q 2023). Net income: JP¥112.0m (down 50% from 3Q 2023). Profit margin: 3.0% (down from 5.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥862, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 61% over the past three years.
お知らせ • Feb 13CROOZ, Inc. (TSE:2138) announces an Equity Buyback for 3,640,000 shares, representing 32.73% for ¥2,000 million.CROOZ, Inc. (JASDAQ:2138) announces a share repurchase program. Under the program, the company will repurchase up to 3,640,000 shares, representing 32.73% of its share capital, for ¥2,000 million. The purpose of the program is to carry out flexible capital policy, increase the value per share, and return profits to shareholders. The share repurchase program will run until February 13, 2025. As of December 31, 2023, the company had 11,122,418 shares outstanding (excluding treasury shares) and 1,835,182 shares in treasury.
お知らせ • Dec 28CROOZ, Inc. to Report Q3, 2024 Results on Feb 13, 2024CROOZ, Inc. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥60.87 (vs JP¥15.82 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥60.87 (up from JP¥15.82 loss in 2Q 2023). Revenue: JP¥3.51b (up 2.7% from 2Q 2023). Net income: JP¥677.0m (up JP¥853.0m from 2Q 2023). Profit margin: 19% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 06CROOZ, Inc. to Report Q2, 2024 Results on Nov 08, 2023CROOZ, Inc. announced that they will report Q2, 2024 results on Nov 08, 2023
New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥11.2b market cap, or US$78.2m).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥35.33 (vs JP¥15.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.33 (up from JP¥15.11 in 1Q 2023). Revenue: JP¥3.43b (down 7.0% from 1Q 2023). Net income: JP¥393.0m (up 134% from 1Q 2023). Profit margin: 12% (up from 4.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,009, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 42% over the past three years.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥935, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 14% over the past three years.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥22.84 (vs JP¥27.87 in FY 2022)Full year 2023 results: EPS: JP¥22.84 (down from JP¥27.87 in FY 2022). Revenue: JP¥14.0b (down 9.5% from FY 2022). Net income: JP¥254.0m (down 18% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 13CROOZ, Inc., Annual General Meeting, Jun 29, 2023CROOZ, Inc., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,205, the stock trades at a trailing P/E ratio of 76.2x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 3.8% over the past three years.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥20.14 (vs JP¥8.09 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.14 (up from JP¥8.09 in 3Q 2022). Revenue: JP¥3.81b (down 2.3% from 3Q 2022). Net income: JP¥224.0m (up 149% from 3Q 2022). Profit margin: 5.9% (up from 2.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥15.82 loss per share (vs JP¥4.95 profit in 2Q 2022)Second quarter 2023 results: JP¥15.82 loss per share (down from JP¥4.95 profit in 2Q 2022). Revenue: JP¥3.42b (down 14% from 2Q 2022). Net loss: JP¥176.0m (down 420% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 39x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 3.7% over the past three years.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥952, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total loss to shareholders of 4.2% over the past three years.
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥15.11 (vs JP¥18.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.11 (down from JP¥18.43 in 1Q 2022). Revenue: JP¥3.69b (down 7.6% from 1Q 2022). Net income: JP¥168.0m (down 18% from 1Q 2022). Profit margin: 4.6% (down from 5.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 06+ 1 more updateCROOZ, Inc. to Report Q3, 2023 Results on Feb 09, 2023CROOZ, Inc. announced that they will report Q3, 2023 results on Feb 09, 2023
お知らせ • Jul 01CROOZ, Inc. to Report Q1, 2023 Results on Aug 09, 2022CROOZ, Inc. announced that they will report Q1, 2023 results on Aug 09, 2022
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥851, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total loss to shareholders of 30% over the past three years.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥27.87 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥27.87 (down from JP¥129 in FY 2021). Revenue: JP¥15.5b (down 57% from FY 2021). Net income: JP¥310.0m (down 78% from FY 2021). Profit margin: 2.0% (down from 4.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 14CROOZ, Inc., Annual General Meeting, Jun 29, 2022CROOZ, Inc., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 07CROOZ, Inc. to Report Fiscal Year 2022 Results on May 12, 2022CROOZ, Inc. announced that they will report fiscal year 2022 results on May 12, 2022
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥733, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 63% over the past three years.
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥8.09 (down from JP¥46.39 in 3Q 2021). Revenue: JP¥3.90b (down 62% from 3Q 2021). Net income: JP¥90.0m (down 83% from 3Q 2021). Profit margin: 2.3% (down from 5.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥4.95 (vs JP¥51.20 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.96b (down 56% from 2Q 2021). Net income: JP¥55.0m (down 90% from 2Q 2021). Profit margin: 1.4% (down from 6.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥18.43 (vs JP¥30.43 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2022 results: Revenue: JP¥4.00b (down 54% from 1Q 2021). Net income: JP¥205.0m (down 39% from 1Q 2021). Profit margin: 5.1% (up from 3.9% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,506, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total loss to shareholders of 31% over the past three years.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥129 (vs JP¥50.25 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥35.7b (up 5.1% from FY 2020). Net income: JP¥1.43b (up JP¥1.99b from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Mar 04CROOZ, Inc. to Report Fiscal Year 2021 Results on May 13, 2021CROOZ, Inc. announced that they will report fiscal year 2021 results on May 13, 2021
分析記事 • Mar 01These 4 Measures Indicate That CROOZ (TYO:2138) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 33% share price gain to JP¥2,215, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 22x in the Online Retail industry in Japan. Total returns to shareholders over the past three years were flat.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥46.39 (vs JP¥6.75 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥10.3b (up 11% from 3Q 2020). Net income: JP¥516.0m (up JP¥591.0m from 3Q 2020). Profit margin: 5.0% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 10New 90-day high: JP¥1,670The company is up 17% from its price of JP¥1,422 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 12% over the same period.
分析記事 • Jan 30If You Had Bought CROOZ's (TYO:2138) Shares Three Years Ago You Would Be Down 51%The truth is that if you invest for long enough, you're going to end up with some losing stocks. But the last three...
分析記事 • Jan 09Should We Be Cautious About CROOZ, Inc.'s (TYO:2138) ROE Of 7.0%?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
分析記事 • Dec 19How Much Of CROOZ, Inc. (TYO:2138) Do Insiders Own?The big shareholder groups in CROOZ, Inc. ( TYO:2138 ) have power over the company. Insiders often own a large chunk of...
分析記事 • Nov 28Here's Why We Think CROOZ's (TYO:2138) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...
Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥51.20The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥8.95b (down 5.4% from 2Q 2020). Net income: JP¥569.0m (up JP¥600.0m from 2Q 2020). Profit margin: 6.4% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 30New 90-day low: JP¥1,349The company is down 7.0% from its price of JP¥1,447 on 31 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.
お知らせ • Aug 12Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million.Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million on August 11, 2020. As reported, CROOZ, Inc. will transfer 43,206 shares in Candle inc. and will hold no shares in Candle inc. post transaction. For the year ending March 2020, Candle inc. reported net worth of ¥108 million, total assets of ¥167.9 million, sales of ¥247.3 million, operating loss ¥14 million and net loss of ¥17.1 million. The Board of Directors meeting of CROOZ, Inc. resolved the transaction on August 11, 2020. The business transfer execution date is September 30, 2020.
