KinderCare Learning Companies（KLC）株式概要キンダーケア・ラーニング・カンパニーズ（KinderCare Learning Companies, Inc. 詳細KLC ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より80.1%で取引されている 同業他社や業界と比較して、良好な取引価格 リスク分析US市場と比較して、過去 3 か月間の株価の変動が非常に大きい利払いは収益で十分にカバーされない すべてのリスクチェックを見るKLC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN40.0% undervaluedAnalystConsensusTarget•4mo agoChildcare Benefits And Policy Support Will Reshape This Early Education Provider’s Earnings Profile801AN20.4% undervaluedAnalystLowTarget•5mo agoChildcare Funding And Occupancy Trends Will Shape Modest Long Term Earnings Recovery400AN54.2% undervaluedAnalystHighTarget•4mo agoEmployer Childcare Demand And Digital Tools Will Support Long Term Upside400Top Analyst NarrativesAN40.0% undervaluedAnalystConsensusTarget•4mo agoChildcare Benefits And Policy Support Will Reshape This Early Education Provider’s Earnings Profile801AN20.4% undervaluedAnalystLowTarget•5mo agoChildcare Funding And Occupancy Trends Will Shape Modest Long Term Earnings Recovery400AN54.2% undervaluedAnalystHighTarget•4mo agoEmployer Childcare Demand And Digital Tools Will Support Long Term Upside400View all narrativesKinderCare Learning Companies, Inc. 競合他社Gaotu TecheduSymbol: NYSE:GOTUMarket cap: US$412.5mAmerican Public EducationSymbol: NasdaqGS:APEIMarket cap: US$944.7mPhoenix Education PartnersSymbol: NYSE:PXEDMarket cap: US$1.1bNerdySymbol: NYSE:NRDYMarket cap: US$154.7m価格と性能株価の高値、安値、推移の概要KinderCare Learning Companies過去の株価現在の株価US$3.5852週高値US$12.7852週安値US$1.75ベータ01ヶ月の変化6.23%3ヶ月変化-3.76%1年変化-69.48%3年間の変化n/a5年間の変化n/aIPOからの変化-86.30%最新ニュースMajor Estimate Revision • May 21Consensus EPS estimates fall by 2,647%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$0.078 to -US$2.16 per share. Revenue forecast unchanged at US$2.71b. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$3.19 to US$4.24. Share price fell 15% to US$3.71 over the past week.Seeking Alpha • May 18KinderCare: Uncertainty On Recovery Timeline And Near-Term NumbersSummary Maintain Hold on KinderCare as core fundamentals remain weak despite some targeted enrollment gains. KLC’s Q1 2026 revenue was stable, but the ECE segment saw declining enrollment, occupancy, and margins, with EBITDA down 38% y/y. Opportunity Region initiatives show localized improvement, yet broad-based recovery and occupancy above 70% remain elusive. Planned center closures add near-term uncertainty, and a valuation discount is justified until system-wide enrollment improves. Read the full article on Seeking Alphaお知らせ • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.お知らせ • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026お知らせ • Apr 21KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026.最新情報をもっと見るRecent updatesMajor Estimate Revision • May 21Consensus EPS estimates fall by 2,647%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$0.078 to -US$2.16 per share. Revenue forecast unchanged at US$2.71b. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$3.19 to US$4.24. Share price fell 15% to US$3.71 over the past week.Seeking Alpha • May 18KinderCare: Uncertainty On Recovery Timeline And Near-Term NumbersSummary Maintain Hold on KinderCare as core fundamentals remain weak despite some targeted enrollment gains. KLC’s Q1 2026 revenue was stable, but the ECE segment saw declining enrollment, occupancy, and margins, with EBITDA down 38% y/y. Opportunity Region initiatives show localized improvement, yet broad-based recovery and occupancy above 70% remain elusive. Planned center closures add near-term uncertainty, and a valuation discount is justified until system-wide enrollment improves. Read the full article on Seeking Alphaお知らせ • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.お知らせ • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026お知らせ • Apr 21KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026.Recent Insider Transactions • Mar 19Chairman & CEO recently bought US$999k worth of stockOn the 18th of March, John Wyatt bought around 494k shares on-market at roughly US$2.02 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Mar 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.95 loss per share. Revenue: US$2.73b (up 2.6% from FY 2024). Net loss: US$112.9m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in the US.New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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 Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 6.0% per year over the past 5 years.お知らせ • Mar 13+ 1 more updateKinderCare Learning Companies, Inc. Reports Impairment Charges for the Fourth Quarter Ended January 3, 2026KinderCare Learning Companies, Inc. reported impairment charges for the fourth quarter ended January 3, 2026. For the period, the company reported Impairment losses of $196,997,000 compared to $3,395,000 for the fourth quarter ended December 28, 2024. Represents impairment charges for goodwill, indefinite-lived intangible assets, and long-lived assets. Goodwill impairment recognized was $178.0 million during both the three months and fiscal year ended January 3, 2026, and was driven by the further deterioration in market capitalization from a continued decline in stock price. Impairments of long-lived assets for the periods presented was driven by center closures and reduced operating performance at certain centers due to the impact of changing demographics in certain locations in which operate and current macroeconomic conditions on overall operations.お知らせ • Feb 20KinderCare Learning Companies, Inc. to Report Q4, 2025 Results on Mar 12, 2026KinderCare Learning Companies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026分析記事 • Feb 02Does KinderCare Learning Companies (NYSE:KLC) 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...分析記事 • Dec 23KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Dec 03+ 1 more updateKinderCare Learning Companies Announces CEO ChangesKinderCare Learning Companies announced that Tom Wyatt is returning as Chief Executive Officer, effective December 2, 2025. Tom Wyatt was Chief Executive Officer of KinderCare from 2012 to June, 2024 and has served as Chairman of the Board since 2021. In his 12 years as CEO, Tom transformed the company, leading the organization to significant occupancy, top line and bottom line growth and the highest standards of excellence in education. His strategic vision focused on the company’s four foundational pillars: Educational Excellence, People & Culture, Health & Safety, and Growth & Operations. His focus on culture was marked by record-high levels of employee and customer engagement, earning the company the Gallup Great Workplace Award every year since 2017. Tom expanded KinderCare’s portfolio to include the 2018 acquisition of Rainbow Childcare and its 150 centers in 16 states and the 2022 acquisition of The Crème de la Crème School, one of the nation’s largest premium child care and early learning providers. Tom’s career spans more than 40 years of leading successful public and privately-held consumer brands. Prior to joining KinderCare, he was with Gap Inc. where he served as President of the Old Navy division from 2008-2012. Other executive roles he’s held include President and CEO for Cutter & Buck, President of Vanity Fair Intimates and Vanity Fair Intimates Coalition and as CEO of Parisian Department Stores, then a division of Saks Inc. Paul Thompson, who served as CEO, is stepping down but will assist in the transition until December 31, 2025.分析記事 • Nov 14Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 31% DiveTo the annoyance of some shareholders, KinderCare Learning Companies, Inc. ( NYSE:KLC ) shares are down a considerable...Reported Earnings • Nov 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.038 (down from US$0.15 in 3Q 2024). Revenue: US$676.8m (flat on 3Q 2024). Net income: US$4.55m (down 67% from 3Q 2024). Profit margin: 0.7% (down from 2.1% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US.Price Target Changed • Nov 13Price target decreased by 32% to US$7.09Down from US$10.50, the current price target is an average from 8 analysts. New target price is 75% above last closing price of US$4.04. Stock is down 84% over the past year. The company is forecast to post earnings per share of US$0.64 next year compared to a net loss per share of US$0.96 last year.お知らせ • Nov 13+ 1 more updateKinderCare Learning Companies, Inc. Updates Earnings Guidance for the Year 2025KinderCare Learning Companies, Inc. updated earnings guidance for the year 2025. The Company is updating its guidance ranges for the full year 2025. Revenue is now expected to be approximately $2.72 billion to $2.74 billion.お知らせ • Nov 11KinderCare Learning Companies, Inc. Announces Promotion of Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, Effective November 11, 2025KinderCare Learning Companies, Inc. on November 10, 2025 announced the promotion of Chief Innovation Officer Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, effective November 11, 2025. Ms. Sorhondo, age 41, will oversee the company’s strategy, operations and growth channels, customer experience and insights, as well as marketing and IT. In her new role, she will be responsible for driving alignment and innovation across KinderCare’s portfolio as the organization continues its mission to provide exceptional early education experiences for children and families nationwide. Since starting at KinderCare in 2013, Sorhondo has held various leadership roles, most recently as the company's Chief Innovation Officer. Over her 12-year tenure, she has been a key driver in strengthening the company’s business and operational capabilities, partnering across the organization and with field leadership to deliver strong execution and measurable outcomes. Prior to joining KinderCare, Sorhondo held leadership roles at ANN Inc. in New York City and served as a consultant with Gallup. She earned her bachelor’s degree in psychology from the University of California, San Diego, and her master’s degree in psychology from New York University.お知らせ • Oct 30KinderCare Learning Companies, Inc. to Report Q3, 2025 Results on Nov 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025Price Target Changed • Oct 15Price target decreased by 17% to US$10.50Down from US$12.63, the current price target is an average from 8 analysts. New target price is 80% above last closing price of US$5.82. Stock is down 79% over the past year. The company is forecast to post earnings per share of US$0.75 next year compared to a net loss per share of US$0.96 last year.分析記事 • Oct 11KinderCare Learning Companies (NYSE:KLC) Use Of Debt Could Be Considered RiskyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 20Lacklustre Performance Is Driving KinderCare Learning Companies, Inc.'s (NYSE:KLC) 26% Price DropNYSE:KLC 1 Year Share Price vs Fair Value Explore KinderCare Learning Companies's Fair Values from the Community and...お知らせ • Aug 14Gainey McKenna & Egleston Announces Files Class Action Lawsuit Against KinderCare Learning Companies, IncGainey McKenna & Egleston announced that a securities class action lawsuit has been filed in the United States District Court for the District of Oregon on behalf of all persons or entities who purchased the securities of KinderCare Learning Companies, Inc. (“KinderCare” or the “Company”) in its October 2024 initial public offering (the “IPO”). The Complaint alleges that Defendants made materially false and misleading statements because they failed to disclose the following adverse facts that existed at the time of the IPO: (i) that numerous incidents of child abuse, neglect, and harm had occurred at KinderCare facilities; (ii) that KinderCare did not provide the “highest quality care possible” at its facilities, and, indeed, in numerous instances had failed to provide even basic care, meet minimum standards in the child care industry, or comply with the laws and regulations governing the care of children; and (iii) that, as a result of (i)-(iii) above, KinderCare was exposed to a material, undisclosed risk of lawsuits, adverse regulatory action, negative publicity, reputational damage, and business loss. The Complaint further alleges that since the IPO, the price of KinderCare stock has fallen to lows near $9 per share – substantially less than half the $24 per share IPO price.Reported Earnings • Aug 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.33 (up from US$0.32 in 2Q 2024). Revenue: US$700.1m (up 1.5% from 2Q 2024). Net income: US$38.6m (up 35% from 2Q 2024). Profit margin: 5.5% (up from 4.1% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in the US.お知らせ • Aug 13KinderCare Learning Companies, Inc. Refines Earnings Guidance for the Full Year 2025KinderCare Learning Companies, Inc. refined earnings guidance for the full year 2025. For the year, based on lowered occupancy expectations, company's revenue is now expected to be approximately $2.75 billion to $2.80 billion.お知らせ • Jul 30KinderCare Learning Companies, Inc. to Report Q2, 2025 Results on Aug 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 12, 2025分析記事 • Jul 08Is KinderCare Learning Companies (NYSE:KLC) 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 • Jun 30+ 4 more updatesKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value IndexKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value IndexBoard Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. CEO & Director Paul Thompson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 16Results: KinderCare Learning Companies, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders are probably feeling a little disappointed, since its...Reported Earnings • May 14First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.18 (up from US$0.018 in 1Q 2024). Revenue: US$668.2m (flat on 1Q 2024). Net income: US$21.2m (up 58% from 1Q 2024). Profit margin: 3.2% (up from 2.0% in 1Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US.分析記事 • May 14Estimating The Fair Value Of KinderCare Learning Companies, Inc. (NYSE:KLC)Key Insights The projected fair value for KinderCare Learning Companies is US$13.27 based on 2 Stage Free Cash Flow to...お知らせ • May 14+ 1 more updateKinderCare Learning Companies, Inc. Maintains Financial Guidance for the Full Year 2025KinderCare Learning Companies, Inc. maintained financial guidance for the full year 2025. The company maintains its guidance for full year 2025 consisting of revenue to be approximately $2.75 billion to $2.85 billion.お知らせ • Apr 30KinderCare Learning Companies, Inc. to Report Q1, 2025 Results on May 13, 2025KinderCare Learning Companies, Inc. announced that they will report Q1, 2025 results After-Market on May 13, 2025お知らせ • Apr 22KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025.分析記事 • Apr 09Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 09Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 38% DiveKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders that were waiting for something to happen have been dealt...Seeking Alpha • Mar 28Why Is KinderCare Learning Companies Performing So Poorly?Summary KinderCare Learning Companies has seen its stock plummet nearly 50% below its IPO price due to mispricing and disappointing earnings reports. Major concerns include high reliance on federal subsidies, high debt levels, and tepid growth prospects, making KLC a risky investment. Despite a large market opportunity, the Company's 2025 outlook is tepid, with flat occupancy growth and lowered pricing power, deterring immediate investment. I recommend staying on the sidelines until there's improvement in technical price action and a successful earnings report that boosts market confidence. Read the full article on Seeking AlphaReported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.96 loss per share (down from US$0.14 profit in FY 2023). Revenue: US$2.66b (up 6.1% from FY 2023). Net loss: US$92.8m (down 191% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.Buy Or Sell Opportunity • Mar 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$16.50. The fair value is estimated to be US$21.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.お知らせ • Feb 13KinderCare Learning Companies, Inc. to Report Q4, 2024 Results on Mar 20, 2025KinderCare Learning Companies, Inc. announced that they will report Q4, 2024 results After-Market on Mar 20, 2025Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$19.64, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$16.60 per share.Buy Or Sell Opportunity • Nov 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$20.87. The fair value is estimated to be US$17.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.Reported Earnings • Nov 21Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.15 (down from US$0.18 in 3Q 2023). Revenue: US$671.5m (up 7.5% from 3Q 2023). Net income: US$14.0m (down 13% from 3Q 2023). Profit margin: 2.1% (down from 2.6% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$23.36, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$23.66 per share.お知らせ • Nov 01KinderCare Learning Companies, Inc. to Report Q3, 2024 Results on Nov 20, 2024KinderCare Learning Companies, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2024Seeking Alpha • Oct 24KinderCare Learning Companies: Aided By Pandemic SubsidiesSummary KinderCare Learning Companies, Inc. went public recently, but high earnings multiples and reliance on pandemic-related subsidies make me cautious. Despite solid growth and a large market, KinderCare's operating income is modest due to labor costs and even inflated by COVID-19 subsidies. The company's valuation is demanding, with significant leverage and earnings likely to decline in 2024 amid margin pressures. Given these factors, I prefer to observe KinderCare's performance further before considering any investment. Read the full article on Seeking Alphaお知らせ • Oct 10KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million.KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 24,000,000 Price\Range: $24 Discount Per Security: $1.32 Transaction Features: Sponsor Backed OfferingBoard Change • Oct 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Preston Grasty was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元KLCUS Consumer ServicesUS 市場7D-8.0%-1.6%1.1%1Y-69.5%-25.4%28.7%株主還元を見る業界別リターン: KLC過去 1 年間で-25.4 % の収益を上げたUS Consumer Services業界を下回りました。リターン対市場: KLCは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。価格変動Is KLC's price volatile compared to industry and market?KLC volatilityKLC Average Weekly Movement17.5%Consumer Services Industry Average Movement8.0%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: KLCの株価は、 US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: KLCの 週次ボラティリティ は、過去 1 年間で11%から18%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト196939,700Tom Wyattwww.kc-learning.comキンダーケア・ラーニング・カンパニーズ（KinderCare Learning Companies, Inc.同社はキンダーケア・ラーニング・センター（KCLC）およびクリーム・スクールのブランドで、乳幼児、就学前児童、幼稚園児を対象とした地域密着型の幼児教育サービスや、保護者の勤務先または勤務先周辺での幼児ケア、授業料給付、バックアップケアなど、組織向けにカスタマイズされたファミリー・ケア・ベネフィットを提供している。また、「チャンピオンズ」ブランドでは、就学前・就学後の子供たちを対象としたサマーキャンププログラムを提供している。同社は以前はKC Holdco, LLCとして知られていたが、2022年1月にキンダーケア・ラーニング・カンパニーズ, Inc.に社名を変更した。キンダーケア・ラーニング・カンパニーズは1969年に設立され、オレゴン州レイク・オスウィーゴに本社を置いている。もっと見るKinderCare Learning Companies, Inc. 基礎のまとめKinderCare Learning Companies の収益と売上を時価総額と比較するとどうか。KLC 基礎統計学時価総額US$423.97m収益（TTM）-US$423.87m売上高(TTM)US$2.74b0.2xP/Sレシオ-1.0xPER（株価収益率KLC 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KLC 損益計算書（TTM）収益US$2.74b売上原価US$2.17b売上総利益US$568.50mその他の費用US$992.37m収益-US$423.87m直近の収益報告Apr 04, 2026次回決算日該当なし一株当たり利益（EPS）-3.58グロス・マージン20.77%純利益率-15.48%有利子負債／自己資本比率197.1%KLC 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2026/05/25 19:55終値2026/05/22 00:00収益2026/04/04年間収益2026/01/03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KinderCare Learning Companies, Inc. 7 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。8 アナリスト機関Jeffrey MeulerBairdManav PatnaikBarclaysJeffrey SilberBMO Capital Markets Equity Research5 その他のアナリストを表示
Major Estimate Revision • May 21Consensus EPS estimates fall by 2,647%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$0.078 to -US$2.16 per share. Revenue forecast unchanged at US$2.71b. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$3.19 to US$4.24. Share price fell 15% to US$3.71 over the past week.
Seeking Alpha • May 18KinderCare: Uncertainty On Recovery Timeline And Near-Term NumbersSummary Maintain Hold on KinderCare as core fundamentals remain weak despite some targeted enrollment gains. KLC’s Q1 2026 revenue was stable, but the ECE segment saw declining enrollment, occupancy, and margins, with EBITDA down 38% y/y. Opportunity Region initiatives show localized improvement, yet broad-based recovery and occupancy above 70% remain elusive. Planned center closures add near-term uncertainty, and a valuation discount is justified until system-wide enrollment improves. Read the full article on Seeking Alpha
お知らせ • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.
Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.
お知らせ • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026
お知らせ • Apr 21KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026.
Major Estimate Revision • May 21Consensus EPS estimates fall by 2,647%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$0.078 to -US$2.16 per share. Revenue forecast unchanged at US$2.71b. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$3.19 to US$4.24. Share price fell 15% to US$3.71 over the past week.
Seeking Alpha • May 18KinderCare: Uncertainty On Recovery Timeline And Near-Term NumbersSummary Maintain Hold on KinderCare as core fundamentals remain weak despite some targeted enrollment gains. KLC’s Q1 2026 revenue was stable, but the ECE segment saw declining enrollment, occupancy, and margins, with EBITDA down 38% y/y. Opportunity Region initiatives show localized improvement, yet broad-based recovery and occupancy above 70% remain elusive. Planned center closures add near-term uncertainty, and a valuation discount is justified until system-wide enrollment improves. Read the full article on Seeking Alpha
お知らせ • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.
Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.
お知らせ • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026
お知らせ • Apr 21KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026.
Recent Insider Transactions • Mar 19Chairman & CEO recently bought US$999k worth of stockOn the 18th of March, John Wyatt bought around 494k shares on-market at roughly US$2.02 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Mar 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.95 loss per share. Revenue: US$2.73b (up 2.6% from FY 2024). Net loss: US$112.9m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in the US.
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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 Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 6.0% per year over the past 5 years.
お知らせ • Mar 13+ 1 more updateKinderCare Learning Companies, Inc. Reports Impairment Charges for the Fourth Quarter Ended January 3, 2026KinderCare Learning Companies, Inc. reported impairment charges for the fourth quarter ended January 3, 2026. For the period, the company reported Impairment losses of $196,997,000 compared to $3,395,000 for the fourth quarter ended December 28, 2024. Represents impairment charges for goodwill, indefinite-lived intangible assets, and long-lived assets. Goodwill impairment recognized was $178.0 million during both the three months and fiscal year ended January 3, 2026, and was driven by the further deterioration in market capitalization from a continued decline in stock price. Impairments of long-lived assets for the periods presented was driven by center closures and reduced operating performance at certain centers due to the impact of changing demographics in certain locations in which operate and current macroeconomic conditions on overall operations.
お知らせ • Feb 20KinderCare Learning Companies, Inc. to Report Q4, 2025 Results on Mar 12, 2026KinderCare Learning Companies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026
分析記事 • Feb 02Does KinderCare Learning Companies (NYSE:KLC) 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...
分析記事 • Dec 23KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Dec 03+ 1 more updateKinderCare Learning Companies Announces CEO ChangesKinderCare Learning Companies announced that Tom Wyatt is returning as Chief Executive Officer, effective December 2, 2025. Tom Wyatt was Chief Executive Officer of KinderCare from 2012 to June, 2024 and has served as Chairman of the Board since 2021. In his 12 years as CEO, Tom transformed the company, leading the organization to significant occupancy, top line and bottom line growth and the highest standards of excellence in education. His strategic vision focused on the company’s four foundational pillars: Educational Excellence, People & Culture, Health & Safety, and Growth & Operations. His focus on culture was marked by record-high levels of employee and customer engagement, earning the company the Gallup Great Workplace Award every year since 2017. Tom expanded KinderCare’s portfolio to include the 2018 acquisition of Rainbow Childcare and its 150 centers in 16 states and the 2022 acquisition of The Crème de la Crème School, one of the nation’s largest premium child care and early learning providers. Tom’s career spans more than 40 years of leading successful public and privately-held consumer brands. Prior to joining KinderCare, he was with Gap Inc. where he served as President of the Old Navy division from 2008-2012. Other executive roles he’s held include President and CEO for Cutter & Buck, President of Vanity Fair Intimates and Vanity Fair Intimates Coalition and as CEO of Parisian Department Stores, then a division of Saks Inc. Paul Thompson, who served as CEO, is stepping down but will assist in the transition until December 31, 2025.
分析記事 • Nov 14Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 31% DiveTo the annoyance of some shareholders, KinderCare Learning Companies, Inc. ( NYSE:KLC ) shares are down a considerable...
Reported Earnings • Nov 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.038 (down from US$0.15 in 3Q 2024). Revenue: US$676.8m (flat on 3Q 2024). Net income: US$4.55m (down 67% from 3Q 2024). Profit margin: 0.7% (down from 2.1% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US.
Price Target Changed • Nov 13Price target decreased by 32% to US$7.09Down from US$10.50, the current price target is an average from 8 analysts. New target price is 75% above last closing price of US$4.04. Stock is down 84% over the past year. The company is forecast to post earnings per share of US$0.64 next year compared to a net loss per share of US$0.96 last year.
お知らせ • Nov 13+ 1 more updateKinderCare Learning Companies, Inc. Updates Earnings Guidance for the Year 2025KinderCare Learning Companies, Inc. updated earnings guidance for the year 2025. The Company is updating its guidance ranges for the full year 2025. Revenue is now expected to be approximately $2.72 billion to $2.74 billion.
お知らせ • Nov 11KinderCare Learning Companies, Inc. Announces Promotion of Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, Effective November 11, 2025KinderCare Learning Companies, Inc. on November 10, 2025 announced the promotion of Chief Innovation Officer Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, effective November 11, 2025. Ms. Sorhondo, age 41, will oversee the company’s strategy, operations and growth channels, customer experience and insights, as well as marketing and IT. In her new role, she will be responsible for driving alignment and innovation across KinderCare’s portfolio as the organization continues its mission to provide exceptional early education experiences for children and families nationwide. Since starting at KinderCare in 2013, Sorhondo has held various leadership roles, most recently as the company's Chief Innovation Officer. Over her 12-year tenure, she has been a key driver in strengthening the company’s business and operational capabilities, partnering across the organization and with field leadership to deliver strong execution and measurable outcomes. Prior to joining KinderCare, Sorhondo held leadership roles at ANN Inc. in New York City and served as a consultant with Gallup. She earned her bachelor’s degree in psychology from the University of California, San Diego, and her master’s degree in psychology from New York University.
お知らせ • Oct 30KinderCare Learning Companies, Inc. to Report Q3, 2025 Results on Nov 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
Price Target Changed • Oct 15Price target decreased by 17% to US$10.50Down from US$12.63, the current price target is an average from 8 analysts. New target price is 80% above last closing price of US$5.82. Stock is down 79% over the past year. The company is forecast to post earnings per share of US$0.75 next year compared to a net loss per share of US$0.96 last year.
分析記事 • Oct 11KinderCare Learning Companies (NYSE:KLC) Use Of Debt Could Be Considered RiskyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 20Lacklustre Performance Is Driving KinderCare Learning Companies, Inc.'s (NYSE:KLC) 26% Price DropNYSE:KLC 1 Year Share Price vs Fair Value Explore KinderCare Learning Companies's Fair Values from the Community and...
お知らせ • Aug 14Gainey McKenna & Egleston Announces Files Class Action Lawsuit Against KinderCare Learning Companies, IncGainey McKenna & Egleston announced that a securities class action lawsuit has been filed in the United States District Court for the District of Oregon on behalf of all persons or entities who purchased the securities of KinderCare Learning Companies, Inc. (“KinderCare” or the “Company”) in its October 2024 initial public offering (the “IPO”). The Complaint alleges that Defendants made materially false and misleading statements because they failed to disclose the following adverse facts that existed at the time of the IPO: (i) that numerous incidents of child abuse, neglect, and harm had occurred at KinderCare facilities; (ii) that KinderCare did not provide the “highest quality care possible” at its facilities, and, indeed, in numerous instances had failed to provide even basic care, meet minimum standards in the child care industry, or comply with the laws and regulations governing the care of children; and (iii) that, as a result of (i)-(iii) above, KinderCare was exposed to a material, undisclosed risk of lawsuits, adverse regulatory action, negative publicity, reputational damage, and business loss. The Complaint further alleges that since the IPO, the price of KinderCare stock has fallen to lows near $9 per share – substantially less than half the $24 per share IPO price.
Reported Earnings • Aug 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.33 (up from US$0.32 in 2Q 2024). Revenue: US$700.1m (up 1.5% from 2Q 2024). Net income: US$38.6m (up 35% from 2Q 2024). Profit margin: 5.5% (up from 4.1% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in the US.
お知らせ • Aug 13KinderCare Learning Companies, Inc. Refines Earnings Guidance for the Full Year 2025KinderCare Learning Companies, Inc. refined earnings guidance for the full year 2025. For the year, based on lowered occupancy expectations, company's revenue is now expected to be approximately $2.75 billion to $2.80 billion.
お知らせ • Jul 30KinderCare Learning Companies, Inc. to Report Q2, 2025 Results on Aug 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 12, 2025
分析記事 • Jul 08Is KinderCare Learning Companies (NYSE:KLC) 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 • Jun 30+ 4 more updatesKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value IndexKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value Index
Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. CEO & Director Paul Thompson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 16Results: KinderCare Learning Companies, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders are probably feeling a little disappointed, since its...
Reported Earnings • May 14First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.18 (up from US$0.018 in 1Q 2024). Revenue: US$668.2m (flat on 1Q 2024). Net income: US$21.2m (up 58% from 1Q 2024). Profit margin: 3.2% (up from 2.0% in 1Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US.
分析記事 • May 14Estimating The Fair Value Of KinderCare Learning Companies, Inc. (NYSE:KLC)Key Insights The projected fair value for KinderCare Learning Companies is US$13.27 based on 2 Stage Free Cash Flow to...
お知らせ • May 14+ 1 more updateKinderCare Learning Companies, Inc. Maintains Financial Guidance for the Full Year 2025KinderCare Learning Companies, Inc. maintained financial guidance for the full year 2025. The company maintains its guidance for full year 2025 consisting of revenue to be approximately $2.75 billion to $2.85 billion.
お知らせ • Apr 30KinderCare Learning Companies, Inc. to Report Q1, 2025 Results on May 13, 2025KinderCare Learning Companies, Inc. announced that they will report Q1, 2025 results After-Market on May 13, 2025
お知らせ • Apr 22KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025.
分析記事 • Apr 09Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 09Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 38% DiveKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders that were waiting for something to happen have been dealt...
Seeking Alpha • Mar 28Why Is KinderCare Learning Companies Performing So Poorly?Summary KinderCare Learning Companies has seen its stock plummet nearly 50% below its IPO price due to mispricing and disappointing earnings reports. Major concerns include high reliance on federal subsidies, high debt levels, and tepid growth prospects, making KLC a risky investment. Despite a large market opportunity, the Company's 2025 outlook is tepid, with flat occupancy growth and lowered pricing power, deterring immediate investment. I recommend staying on the sidelines until there's improvement in technical price action and a successful earnings report that boosts market confidence. Read the full article on Seeking Alpha
Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.96 loss per share (down from US$0.14 profit in FY 2023). Revenue: US$2.66b (up 6.1% from FY 2023). Net loss: US$92.8m (down 191% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.
Buy Or Sell Opportunity • Mar 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$16.50. The fair value is estimated to be US$21.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
お知らせ • Feb 13KinderCare Learning Companies, Inc. to Report Q4, 2024 Results on Mar 20, 2025KinderCare Learning Companies, Inc. announced that they will report Q4, 2024 results After-Market on Mar 20, 2025
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$19.64, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$16.60 per share.
Buy Or Sell Opportunity • Nov 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$20.87. The fair value is estimated to be US$17.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
Reported Earnings • Nov 21Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.15 (down from US$0.18 in 3Q 2023). Revenue: US$671.5m (up 7.5% from 3Q 2023). Net income: US$14.0m (down 13% from 3Q 2023). Profit margin: 2.1% (down from 2.6% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$23.36, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$23.66 per share.
お知らせ • Nov 01KinderCare Learning Companies, Inc. to Report Q3, 2024 Results on Nov 20, 2024KinderCare Learning Companies, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2024
Seeking Alpha • Oct 24KinderCare Learning Companies: Aided By Pandemic SubsidiesSummary KinderCare Learning Companies, Inc. went public recently, but high earnings multiples and reliance on pandemic-related subsidies make me cautious. Despite solid growth and a large market, KinderCare's operating income is modest due to labor costs and even inflated by COVID-19 subsidies. The company's valuation is demanding, with significant leverage and earnings likely to decline in 2024 amid margin pressures. Given these factors, I prefer to observe KinderCare's performance further before considering any investment. Read the full article on Seeking Alpha
お知らせ • Oct 10KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million.KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 24,000,000 Price\Range: $24 Discount Per Security: $1.32 Transaction Features: Sponsor Backed Offering
Board Change • Oct 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Preston Grasty was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
