Casa (7196) 주식 개요는 일본에서 임대 보증 사업을 하고 있습니다. 자세히 보기7196 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적0/6재무 건전성3/6배당2/6위험 분석지난 5년간 매년 수익이 6.6% 감소했습니다.의미 있는 시가총액이 없습니다(¥7B)2.74% 의 배당금은 수익으로 잘 충당되지 않습니다.모든 위험 점검 보기7196 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW472,181 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA472,181 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥731.0087.4% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-79m17b2016201920222025202620282031Revenue JP¥16.7bEarnings JP¥3.3bAdvancedSet Fair ValueView all narrativesCasa Inc. 경쟁사EntrustSymbol: TSE:7191Market cap: JP¥25.3bBank of JapanSymbol: TSE:8301Market cap: JP¥22.0bJ-LeaseLtdSymbol: TSE:7187Market cap: JP¥24.0bNippon Maritime BankSymbol: TSE:411AMarket cap: JP¥1.4b가격 이력 및 성과Casa 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥731.0052주 최고가JP¥835.0052주 최저가JP¥706.00베타0.181개월 변동-7.35%3개월 변동-1.88%1년 변동-11.39%3년 변동-16.46%5년 변동-21.48%IPO 이후 변동-35.54%최근 뉴스 및 업데이트공고 • Jul 25Casa Inc. to Report Q2, 2027 Results on Sep 10, 2026Casa Inc. announced that they will report Q2, 2027 results on Sep 10, 2026Reported Earnings • Jun 12First quarter 2027 earnings released: JP¥12.55 loss per share (vs JP¥8.68 profit in 1Q 2026)First quarter 2027 results: JP¥12.55 loss per share (down from JP¥8.68 profit in 1Q 2026). Revenue: JP¥3.30b (up 4.5% from 1Q 2026). Net loss: JP¥114.0m (down 230% from profit in 1Q 2026). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥6.56b market cap, or US$41.1m).Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥12.53 (vs JP¥59.73 in FY 2025)Full year 2026 results: EPS: JP¥12.53 (down from JP¥59.73 in FY 2025). Revenue: JP¥12.8b (up 4.9% from FY 2025). Net income: JP¥123.0m (down 80% from FY 2025). Profit margin: 1.0% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공고 • Mar 12Casa Inc., Annual General Meeting, Apr 24, 2026Casa Inc., Annual General Meeting, Apr 24, 2026.Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to JP¥729. The fair value is estimated to be JP¥604, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable.더 많은 업데이트 보기Recent updates공고 • Jul 25Casa Inc. to Report Q2, 2027 Results on Sep 10, 2026Casa Inc. announced that they will report Q2, 2027 results on Sep 10, 2026Reported Earnings • Jun 12First quarter 2027 earnings released: JP¥12.55 loss per share (vs JP¥8.68 profit in 1Q 2026)First quarter 2027 results: JP¥12.55 loss per share (down from JP¥8.68 profit in 1Q 2026). Revenue: JP¥3.30b (up 4.5% from 1Q 2026). Net loss: JP¥114.0m (down 230% from profit in 1Q 2026). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥6.56b market cap, or US$41.1m).Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥12.53 (vs JP¥59.73 in FY 2025)Full year 2026 results: EPS: JP¥12.53 (down from JP¥59.73 in FY 2025). Revenue: JP¥12.8b (up 4.9% from FY 2025). Net income: JP¥123.0m (down 80% from FY 2025). Profit margin: 1.0% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공고 • Mar 12Casa Inc., Annual General Meeting, Apr 24, 2026Casa Inc., Annual General Meeting, Apr 24, 2026.Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to JP¥729. The fair value is estimated to be JP¥604, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Jan 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.2%).Reported Earnings • Dec 13Third quarter 2026 earnings released: JP¥7.17 loss per share (vs JP¥11.35 profit in 3Q 2025)Third quarter 2026 results: JP¥7.17 loss per share (down from JP¥11.35 profit in 3Q 2025). Revenue: JP¥3.20b (up 4.9% from 3Q 2025). Net loss: JP¥71.0m (down 162% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공고 • Oct 29Casa Inc. (TSE:7196) announces an Equity Buyback for 550,000 shares, representing 5.74% for ¥394.9 million.Casa Inc. (TSE:7196) announces a share repurchase program. Under the program, the company will repurchase up to 550,000 shares, representing 5.74% of its issued share capital (excluding treasury stock), for ¥394.9 million. The shares will be repurchased at ¥718 per share. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment. As of September 30, 2025, the company had 9,582,248 shares in issue (excluding treasury stock) and 1,940,252 shares in treasury.공고 • Oct 24Casa Inc. to Report Q3, 2026 Results on Dec 10, 2025Casa Inc. announced that they will report Q3, 2026 results on Dec 10, 2025공고 • Sep 24Casa Inc. (TSE:7196) announces an Equity Buyback for 620,000 shares, representing 5.38% for ¥478.02 million.Casa Inc. (TSE:7196) announces a share repurchase program. Under the program, the company will repurchase up to 620,000 shares, representing 5.38% of its issued share capital (excluding treasury stock), for ¥478.02 million. The shares will be repurchased at ¥771 per share. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment. As of July 31, 2025, the company had 11,522,500 shares in issue (excluding treasury stock) and 1,330,152 shares in treasury.Declared Dividend • Sep 12Dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 29th January 2026 Payment date: 28th April 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 12Second quarter 2026 earnings released: JP¥1.48 loss per share (vs JP¥24.16 loss in 2Q 2025)Second quarter 2026 results: JP¥1.48 loss per share (improved from JP¥24.16 loss in 2Q 2025). Revenue: JP¥3.19b (up 6.0% from 2Q 2025). Net loss: JP¥15.0m (loss narrowed 94% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공고 • Jul 25Casa Inc. to Report Q2, 2026 Results on Sep 10, 2025Casa Inc. announced that they will report Q2, 2026 results on Sep 10, 2025Reported Earnings • Jun 12First quarter 2026 earnings released: EPS: JP¥8.68 (vs JP¥23.47 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥8.68 (up from JP¥23.47 loss in 1Q 2025). Revenue: JP¥3.15b (up 5.3% from 1Q 2025). Net income: JP¥88.0m (up JP¥324.0m from 1Q 2025). Profit margin: 2.8% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥59.73 (vs JP¥60.33 in FY 2024)Full year 2025 results: EPS: JP¥59.73 (down from JP¥60.33 in FY 2024). Revenue: JP¥12.2b (up 8.3% from FY 2024). Net income: JP¥602.0m (flat on FY 2024). Profit margin: 5.0% (down from 5.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공고 • Mar 29Casa Inc. to Report Q1, 2026 Results on Jun 11, 2025Casa Inc. announced that they will report Q1, 2026 results on Jun 11, 2025공고 • Mar 28Casa Inc. Announces Cash Dividend for the Year Ended January 31, 2025, Payable on April 28, 2025Casa Inc. announced cash dividend of JPY 30.00 per share for the year ended January 31, 2025, as compared to 32.00 per share paid a year ago. Payable date is April 28, 2025.공고 • Mar 27+ 2 more updatesCasa Inc. Provides Year-End Cash Dividend Guidance for the Year Ending January 31, 2026Casa Inc. expects to pay year-end Cash dividend of JYP 32.00 per share for the year ending January 31, 2026 as compared to JPY 30.00 per share paid a year ago.New Risk • Mar 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 27% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥8.12b market cap, or US$55.0m).Reported Earnings • Mar 13Full year 2025 earnings released: EPS: JP¥59.73 (vs JP¥60.33 in FY 2024)Full year 2025 results: EPS: JP¥59.73 (down from JP¥60.33 in FY 2024). Revenue: JP¥12.2b (up 8.3% from FY 2024). Net income: JP¥602.0m (flat on FY 2024). Profit margin: 5.0% (down from 5.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공고 • Mar 12Casa Inc., Annual General Meeting, Apr 25, 2025Casa Inc., Annual General Meeting, Apr 25, 2025.공고 • Feb 28Masahito Kimata agreed to acquire remaining 50.50% stake in Gold Key Co.,Ltd from Casa Inc. (TSE:7196).Masahito Kimata agreed to acquire remaining 50.50% stake in Gold Key Co.,Ltd from Casa Inc. (TSE:7196) on February 27, 2025. A cash consideration of ¥0.11 million will be paid by the buyer. As part of consideration, ¥0.11 million is paid towards common equity of Gold Key Co.,Ltd. The expected completion of the transaction is March 31, 2025.분석 기사 • Jan 24Casa (TSE:7196) Will Pay A Dividend Of ¥30.00Casa Inc. ( TSE:7196 ) has announced that it will pay a dividend of ¥30.00 per share on the 30th of April. This payment...공고 • Jan 24Casa Inc. to Report Fiscal Year 2025 Results on Mar 12, 2025Casa Inc. announced that they will report fiscal year 2025 results on Mar 12, 2025Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.2%).분석 기사 • Dec 21Casa's (TSE:7196) Dividend Will Be ¥30.00Casa Inc. ( TSE:7196 ) has announced that it will pay a dividend of ¥30.00 per share on the 30th of April. This means...Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥11.35 (vs JP¥29.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.35 (down from JP¥29.87 in 3Q 2024). Revenue: JP¥3.05b (up 7.4% from 3Q 2024). Net income: JP¥115.0m (down 62% from 3Q 2024). Profit margin: 3.8% (down from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Nov 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥849. The fair value is estimated to be JP¥703, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 35%.분석 기사 • Oct 28Casa (TSE:7196) Has Affirmed Its Dividend Of ¥30.00The board of Casa Inc. ( TSE:7196 ) has announced that it will pay a dividend on the 30th of April, with investors...공고 • Oct 24Casa Inc. to Report Q3, 2025 Results on Dec 12, 2024Casa Inc. announced that they will report Q3, 2025 results on Dec 12, 2024Buy Or Sell Opportunity • Oct 18Now 20% overvaluedOver the last 90 days, the stock has fallen 8.5% to JP¥856. The fair value is estimated to be JP¥713, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 35%.Buy Or Sell Opportunity • Sep 26Now 20% overvaluedOver the last 90 days, the stock has fallen 7.9% to JP¥842. The fair value is estimated to be JP¥701, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 35%.Reported Earnings • Sep 14Second quarter 2025 earnings released: JP¥24.16 loss per share (vs JP¥13.49 profit in 2Q 2024)Second quarter 2025 results: JP¥24.16 loss per share (down from JP¥13.49 profit in 2Q 2024). Revenue: JP¥3.01b (up 7.7% from 2Q 2024). Net loss: JP¥243.0m (down 280% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥750, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 11x in the Diversified Financial industry in Japan. Total loss to shareholders of 7.8% over the past three years.Buy Or Sell Opportunity • Aug 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥750. The fair value is estimated to be JP¥949, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 31%.공고 • Jul 18Casa Inc. to Report Q2, 2025 Results on Sep 12, 2024Casa Inc. announced that they will report Q2, 2025 results on Sep 12, 2024공고 • Jun 19+ 1 more updateCasa Inc. Provides Earnings Guidance for the Six Months Fiscal 2025 and Full Year Ending January 31, 2025Casa Inc. provided earnings guidance for the six months fiscal 2025 and full year ending January 31, 2025. For the six months, the company expects net sales to be JPY 5,947 million, operating profit to be JPY 123 million, profit attributable to owners of parent to be JPY 112 million and earnings per share to be JPY 11.14.For the full year, the company expects net sales to be JPY 12,081 million, operating profit to be JPY 759 million, profit attributable to owners of parent to be JPY 552 million and earnings per share to be JPY 54.95.Reported Earnings • Jun 16First quarter 2025 earnings released: JP¥23.47 loss per share (vs JP¥10.69 loss in 1Q 2024)First quarter 2025 results: JP¥23.47 loss per share (further deteriorated from JP¥10.69 loss in 1Q 2024). Revenue: JP¥3.00b (up 9.9% from 1Q 2024). Net loss: JP¥236.0m (loss widened 121% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • May 04Full year 2024 earnings released: EPS: JP¥60.33 (vs JP¥25.54 in FY 2023)Full year 2024 results: EPS: JP¥60.33 (up from JP¥25.54 in FY 2023). Revenue: JP¥11.2b (up 9.1% from FY 2023). Net income: JP¥605.0m (up 138% from FY 2023). Profit margin: 5.4% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% 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.공고 • Apr 29Casa Inc. to Report Q1, 2025 Results on Jun 05, 2024Casa Inc. announced that they will report Q1, 2025 results on Jun 05, 2024Buy Or Sell Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to JP¥815. The fair value is estimated to be JP¥1,019, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 35%.공고 • Mar 15+ 1 more updateCasa Inc. Announces Dividend for the Fiscal Year Ending January 31, 2024; Provides Dividend Guidance for the Year Ending January 31, 2025Casa Inc. announced dividend for the fiscal year ending January 31, 2024. For the year, the company announced dividend to be JPY 30.00 per share compared to JPY 30.00 per share a year ago.For the year ending January 31, 2025, the company expects dividend to be JPY 30.00 per share compared to JPY 30.00 per share a year ago.Buy Or Sell Opportunity • Mar 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥807. The fair value is estimated to be JP¥1,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 35%.공고 • Mar 08Casa Inc., Annual General Meeting, Apr 26, 2024Casa Inc., Annual General Meeting, Apr 26, 2024.Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥60.33 (vs JP¥25.54 in FY 2023)Full year 2024 results: EPS: JP¥60.33 (up from JP¥25.54 in FY 2023). Revenue: JP¥11.2b (up 9.1% from FY 2023). Net income: JP¥605.0m (up 138% from FY 2023). Profit margin: 5.4% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to JP¥810. The fair value is estimated to be JP¥1,013, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 44%.공고 • Jan 27Casa Inc. to Report Fiscal Year 2024 Results on Mar 06, 2024Casa Inc. announced that they will report fiscal year 2024 results on Mar 06, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.1%).New Risk • Jan 16New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (114% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥8.98b market cap, or US$61.3m).공고 • Dec 12+ 1 more updateCasa Inc. Provides Earnings Guidance for the Full Year Ending January 31, 2024Casa Inc. provided earnings guidance for the full year ending January 31, 2024. For the full year, the company expects net sales to be JPY 11,276 million, operating profit to be JPY 838 million, profit attributable to owners of parent to be JPY 544 million and earnings per share to be JPY 54.45.Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥29.87 (vs JP¥22.18 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.87 (up from JP¥22.18 in 3Q 2023). Revenue: JP¥2.84b (up 10% from 3Q 2023). Net income: JP¥300.0m (up 36% from 3Q 2023). Profit margin: 11% (up from 8.5% in 3Q 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Oct 29Casa Inc. to Report Q3, 2024 Results on Dec 07, 2023Casa Inc. announced that they will report Q3, 2024 results on Dec 07, 2023Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥13.49 (vs JP¥7.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.49 (up from JP¥7.55 in 2Q 2023). Revenue: JP¥2.79b (up 9.7% from 2Q 2023). Net income: JP¥135.0m (up 80% from 2Q 2023). Profit margin: 4.8% (up from 2.9% in 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Buying Opportunity • Aug 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,075, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 326% in the next 2 years.공고 • Jul 29Casa Inc. to Report Q2, 2024 Results on Sep 07, 2023Casa Inc. announced that they will report Q2, 2024 results on Sep 07, 2023Reported Earnings • Jun 09First quarter 2024 earnings released: JP¥10.69 loss per share (vs JP¥2.40 profit in 1Q 2023)First quarter 2024 results: JP¥10.69 loss per share (down from JP¥2.40 profit in 1Q 2023). Revenue: JP¥2.72b (up 6.6% from 1Q 2023). Net loss: JP¥107.0m (down JP¥131.0m from profit in 1Q 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • May 03Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥25.54 (down from JP¥64.85 in FY 2022). Revenue: JP¥10.3b (flat on FY 2022). Net income: JP¥254.0m (down 61% from FY 2022). Profit margin: 2.5% (down from 6.3% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 49%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥25.54 (down from JP¥64.85 in FY 2022). Revenue: JP¥10.3b (flat on FY 2022). Net income: JP¥254.0m (down 61% from FY 2022). Profit margin: 2.5% (down from 6.3% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 49%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공고 • Jan 25Casa Inc. to Report Fiscal Year 2023 Results on Mar 09, 2023Casa Inc. announced that they will report fiscal year 2023 results on Mar 09, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.5%).Reported Earnings • Dec 11Third quarter 2023 earnings released: EPS: JP¥22.18 (vs JP¥29.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.18 (down from JP¥29.31 in 3Q 2022). Revenue: JP¥2.58b (flat on 3Q 2022). Net income: JP¥220.0m (down 24% from 3Q 2022). Profit margin: 8.5% (down from 11% in 3Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Executive Officer, GM of Customer Management Department & Director Ichiro Kashima was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Oct 27Casa Inc. to Report Q3, 2023 Results on Dec 08, 2022Casa Inc. announced that they will report Q3, 2023 results on Dec 08, 2022공고 • Sep 21+ 1 more updateCasa Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023Casa Inc. provided dividend guidance of JPY 30 per share for the fiscal year ending January 31, 2023.Reported Earnings • Sep 10Second quarter 2023 earnings released: EPS: JP¥7.55 (vs JP¥26.19 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.55 (down from JP¥26.19 in 2Q 2022). Revenue: JP¥2.55b (down 3.0% from 2Q 2022). Net income: JP¥75.0m (down 71% from 2Q 2022). Profit margin: 2.9% (down from 9.9% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Diversified Financial industry in Japan.공고 • Jul 24Casa Inc. to Report Q2, 2023 Results on Sep 08, 2022Casa Inc. announced that they will report Q2, 2023 results on Sep 08, 2022공고 • Jun 16+ 1 more updateCasa Inc. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2022 and for the Full Year Ending January 31, 2023Casa Inc. provided consolidated earnings guidance for the six months ending July 31, 2022 and for the full year ending January 31, 2023. For the six months ending July 31, 2022, the company expected net sales to be JPY 5,075 million, Operating profit to be JPY 129 million, Profit attributable to owners of parent to be JPY 65 million and Earnings per share to be JPY 6.56.For the full year ending January 31, 2023, the company expected net sales to be JPY 10,394 million, Operating profit to be JPY 737 million, Profit attributable to owners of parent to be JPY 459 million and Earnings per share to be JPY 45.67.Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥2.40 (vs JP¥9.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.40 (down from JP¥9.33 in 1Q 2022). Revenue: JP¥2.56b (down 3.8% from 1Q 2022). Net income: JP¥24.0m (down 75% from 1Q 2022). Profit margin: 0.9% (down from 3.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 1.8%, compared to a 6.6% growth forecast for the industry in Japan.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. 9 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Apr 24Casa Inc. to Report Q1, 2023 Results on Jun 09, 2022Casa Inc. announced that they will report Q1, 2023 results on Jun 09, 2022Reported Earnings • Mar 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥64.85 (up from JP¥60.36 in FY 2021). Revenue: JP¥10.3b (up 1.1% from FY 2021). Net income: JP¥647.0m (up 5.9% from FY 2021). Profit margin: 6.3% (up from 6.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 3.5%, compared to a 7.2% growth forecast for the industry in Japan.Upcoming Dividend • Jan 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 23 April 2022. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.1%).Reported Earnings • Dec 10Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥29.31 (down from JP¥32.67 in 3Q 2021). Revenue: JP¥2.55b (down 1.3% from 3Q 2021). Net income: JP¥291.0m (down 12% from 3Q 2021). Profit margin: 11% (down from 13% in 3Q 2021). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 32%. Earnings per share (EPS) missed analyst estimates by 32%. Over the next year, revenue is forecast to grow 1.6%, compared to a 8.2% growth forecast for the industry in Japan.공고 • Dec 09Casa Inc. Provides Consolidated Earnings Guidance for the Year Ending January 31, 2022Casa Inc. provided consolidated earnings guidance for the year ending January 31, 2022. For the year, the company expects net sales of JPY 10,379 million, operating profit of JPY 1,038 million, profit attributable to owners of parent of JPY 658 million and earnings per share of JPY 66.12.공고 • Sep 15Casa Inc. Provides Consolidated Earnings Guidance for the Six Months Ended July 31, 2021Casa Inc. provided consolidated earnings guidance for the six months ended July 31, 2021. For the six months, the company expects net sales were JPY 5,283 million as compared to JPY 5,140 million a year ago. Operating profit were JPY 532 million as compared to JPY 399 million a year ago. Profit attributable to owners of parent were JPY 354 million as compared to JPY 235 million a year ago. Earnings per share were JPY 35.41 as compared to JPY 23.24 a year ago.Reported Earnings • Sep 08Second quarter 2022 earnings released: EPS JP¥26.19 (vs JP¥29.77 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥2.63b (up 4.2% from 2Q 2021). Net income: JP¥260.0m (down 14% from 2Q 2021). Profit margin: 9.9% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses.공고 • Sep 01Casa Inc. (TSE:7196) entered into an agreement to acquire Along with Inc. from Koji Hiyama.Casa Inc. (TSE:7196) entered into an agreement to acquire Along with Inc. from Koji Hiyama on August 31, 2021. The transaction is expected to close on September 1, 2021.공고 • Jun 15Casa Inc. Announces Consolidated Earnings Guidance for the Six Months Ending July 31, 2021 and Full year Ending January 31, 2022Casa Inc. announced consolidated earnings guidance for the six months ending July 31, 2021 and full year ending January 31, 2022. For the six months, the company expects Net sales of JPY 5,140 million, Operating profit of JPY 399 million, Ordinary profit of JPY 408 million, Profit attributable to owners of parent of JPY 235 million and EPS of JPY 23.24. For the year, the company expects Net sales of JPY 10,323 million, Operating profit of JPY 832 million, Ordinary profit of JPY 850 million, Profit attributable to owners of parent of JPY 489 million and EPS of JPY 48.32.Reported Earnings • Jun 11First quarter 2022 earnings released: EPS JP¥9.33 (vs JP¥14.17 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥2.66b (up 10% from 1Q 2021). Net income: JP¥94.0m (down 35% from 1Q 2021). Profit margin: 3.5% (down from 6.0% in 1Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥60.36 (vs JP¥90.47 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥10.2b (up 8.4% from FY 2020). Net income: JP¥611.0m (down 34% from FY 2020). Profit margin: 6.0% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses.공고 • Mar 14Casa Inc. Provides Dividend Guidance for the Year Ending January 31, 2022Casa Inc. provided dividend guidance for the year ending January 31, 2022. The company expects year-end dividend of JPY 30 per share.공고 • Mar 12+ 1 more updateCasa Inc. Announces Dividend for the Year Ended January 31, 2021, Payable on April 23, 2021Casa Inc. announced year-end dividend of JPY 30 per share for the year ended January 31, 2021 compared to JPY 28 per share paid a year ago. Scheduled date to commence dividend payments is April 23, 2021.Reported Earnings • Mar 12Full year 2021 earnings released: EPS JP¥60.36 (vs JP¥90.47 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥10.2b (up 8.4% from FY 2020). Net income: JP¥611.0m (down 34% from FY 2020). Profit margin: 6.0% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.3%. Earnings per share (EPS) missed analyst estimates by 32%. Over the next year, revenue is forecast to grow 5.6%, compared to a 4.3% growth forecast for the Diversified Financial industry in Japan.공고 • Jan 24Casa Inc. to Report Fiscal Year 2021 Results on Mar 11, 2021Casa Inc. announced that they will report fiscal year 2021 results on Mar 11, 2021Upcoming Dividend • Jan 21Upcoming Dividend of JP¥30.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 28th of January. The trailing yield of 3.0% is in the top quartile of Japanese dividend payers (3.0%), and it is in line with industry peers (3.2%).Is New 90 Day High Low • Jan 13New 90-day low: JP¥1,014The company is down 20% from its price of JP¥1,264 on 15 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Diversified Financial industry, which is up 21% over the same period.Analyst Estimate Surprise Post Earnings • Dec 09Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.04%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.0% while the growth in Diversified Financial industry in Japan is expected to stay flat.공고 • Nov 25+ 1 more updateCasa Inc. Announces Collaboration with Sumai Entry of e-Seikatsu Co., LtdCasa Inc. announced it has started to link the application information of Sumai Entry supplied by e-Seikatsu Co. Ltd. By linking with Sumai Entry, tenants, brokerage companies, and management companies will not have to create a handwritten guarantee consignment application when using rent guarantee service. As a result, smooth guarantee examinations are possible, and rental brokerage companies and management companies can improve operational efficiency.공고 • Sep 26Casa Inc. Forms A Business Partnership with the Kyoto UniversityCasa Inc. have formed a business partnership with the national university corporation Kyoto University (hereinafter referred to as "Kyoto University") regarding the provision of rent guarantee services. company provide services as a joint guarantor for foreign researchers and international students enrolled in Kyoto University when renting housing. company will actively support international students and foreign researchers who have been forced to postpone admission from spring to autumn due to the influence of the COVID-19.주주 수익률7196JP Diversified FinancialJP 시장7D-2.0%-2.3%2.2%1Y-11.4%38.7%35.3%전체 주주 수익률 보기수익률 대 산업: 7196은 지난 1년 동안 38.7%의 수익을 기록한 JP Diversified Financial 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7196은 지난 1년 동안 35.3%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7196's price volatile compared to industry and market?7196 volatility7196 Average Weekly Movement1.5%Diversified Financial Industry Average Movement3.3%Market Average Movement4.4%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.2%안정적인 주가: 7196는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7196의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2008276Seigo Miyajiwww.casa-inc.co.jp는 일본에서 임대 보증 사업을 하고 있습니다. 이 회사는 소유주와 거주자를 위한 보증, 특별 혜택, 상담 서비스를 제공하고 임대인을 위한 임대 부동산을 관리합니다. 또한 거주자에게 음식, 주택, 고용 및 공공 지원을 제공합니다.더 보기Casa Inc. 기초 지표 요약Casa의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7196 기초 통계시가총액JP¥6.64b순이익 (TTM)-JP¥79.00m매출 (TTM)JP¥12.89b0.5x주가매출비율(P/S)-84.0x주가수익비율(P/E)7196는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7196 손익계산서 (TTM)매출JP¥12.89b매출원가JP¥6.64b총이익JP¥6.26b기타 비용JP¥6.34b순이익-JP¥79.00m최근 보고된 실적Apr 30, 2026다음 실적 발표일Sep 10, 2026주당순이익(EPS)-8.70총이익률48.52%순이익률-0.61%부채/자본 비율6.4%7196의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.7%현재 배당 수익률-181%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/06 21:38종가2026/08/06 00:00수익2026/04/30연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Casa Inc.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yoko MizoguchiIchiyoshi Research Institute Inc.
공고 • Jul 25Casa Inc. to Report Q2, 2027 Results on Sep 10, 2026Casa Inc. announced that they will report Q2, 2027 results on Sep 10, 2026
Reported Earnings • Jun 12First quarter 2027 earnings released: JP¥12.55 loss per share (vs JP¥8.68 profit in 1Q 2026)First quarter 2027 results: JP¥12.55 loss per share (down from JP¥8.68 profit in 1Q 2026). Revenue: JP¥3.30b (up 4.5% from 1Q 2026). Net loss: JP¥114.0m (down 230% from profit in 1Q 2026). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥6.56b market cap, or US$41.1m).
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥12.53 (vs JP¥59.73 in FY 2025)Full year 2026 results: EPS: JP¥12.53 (down from JP¥59.73 in FY 2025). Revenue: JP¥12.8b (up 4.9% from FY 2025). Net income: JP¥123.0m (down 80% from FY 2025). Profit margin: 1.0% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공고 • Mar 12Casa Inc., Annual General Meeting, Apr 24, 2026Casa Inc., Annual General Meeting, Apr 24, 2026.
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to JP¥729. The fair value is estimated to be JP¥604, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable.
공고 • Jul 25Casa Inc. to Report Q2, 2027 Results on Sep 10, 2026Casa Inc. announced that they will report Q2, 2027 results on Sep 10, 2026
Reported Earnings • Jun 12First quarter 2027 earnings released: JP¥12.55 loss per share (vs JP¥8.68 profit in 1Q 2026)First quarter 2027 results: JP¥12.55 loss per share (down from JP¥8.68 profit in 1Q 2026). Revenue: JP¥3.30b (up 4.5% from 1Q 2026). Net loss: JP¥114.0m (down 230% from profit in 1Q 2026). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (JP¥6.56b market cap, or US$41.1m).
Reported Earnings • Mar 13Full year 2026 earnings released: EPS: JP¥12.53 (vs JP¥59.73 in FY 2025)Full year 2026 results: EPS: JP¥12.53 (down from JP¥59.73 in FY 2025). Revenue: JP¥12.8b (up 4.9% from FY 2025). Net income: JP¥123.0m (down 80% from FY 2025). Profit margin: 1.0% (down from 5.0% in FY 2025). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공고 • Mar 12Casa Inc., Annual General Meeting, Apr 24, 2026Casa Inc., Annual General Meeting, Apr 24, 2026.
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.8% to JP¥729. The fair value is estimated to be JP¥604, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.2%).
Reported Earnings • Dec 13Third quarter 2026 earnings released: JP¥7.17 loss per share (vs JP¥11.35 profit in 3Q 2025)Third quarter 2026 results: JP¥7.17 loss per share (down from JP¥11.35 profit in 3Q 2025). Revenue: JP¥3.20b (up 4.9% from 3Q 2025). Net loss: JP¥71.0m (down 162% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공고 • Oct 29Casa Inc. (TSE:7196) announces an Equity Buyback for 550,000 shares, representing 5.74% for ¥394.9 million.Casa Inc. (TSE:7196) announces a share repurchase program. Under the program, the company will repurchase up to 550,000 shares, representing 5.74% of its issued share capital (excluding treasury stock), for ¥394.9 million. The shares will be repurchased at ¥718 per share. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment. As of September 30, 2025, the company had 9,582,248 shares in issue (excluding treasury stock) and 1,940,252 shares in treasury.
공고 • Oct 24Casa Inc. to Report Q3, 2026 Results on Dec 10, 2025Casa Inc. announced that they will report Q3, 2026 results on Dec 10, 2025
공고 • Sep 24Casa Inc. (TSE:7196) announces an Equity Buyback for 620,000 shares, representing 5.38% for ¥478.02 million.Casa Inc. (TSE:7196) announces a share repurchase program. Under the program, the company will repurchase up to 620,000 shares, representing 5.38% of its issued share capital (excluding treasury stock), for ¥478.02 million. The shares will be repurchased at ¥771 per share. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment. As of July 31, 2025, the company had 11,522,500 shares in issue (excluding treasury stock) and 1,330,152 shares in treasury.
Declared Dividend • Sep 12Dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 29th January 2026 Payment date: 28th April 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 12Second quarter 2026 earnings released: JP¥1.48 loss per share (vs JP¥24.16 loss in 2Q 2025)Second quarter 2026 results: JP¥1.48 loss per share (improved from JP¥24.16 loss in 2Q 2025). Revenue: JP¥3.19b (up 6.0% from 2Q 2025). Net loss: JP¥15.0m (loss narrowed 94% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공고 • Jul 25Casa Inc. to Report Q2, 2026 Results on Sep 10, 2025Casa Inc. announced that they will report Q2, 2026 results on Sep 10, 2025
Reported Earnings • Jun 12First quarter 2026 earnings released: EPS: JP¥8.68 (vs JP¥23.47 loss in 1Q 2025)First quarter 2026 results: EPS: JP¥8.68 (up from JP¥23.47 loss in 1Q 2025). Revenue: JP¥3.15b (up 5.3% from 1Q 2025). Net income: JP¥88.0m (up JP¥324.0m from 1Q 2025). Profit margin: 2.8% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • May 02Full year 2025 earnings released: EPS: JP¥59.73 (vs JP¥60.33 in FY 2024)Full year 2025 results: EPS: JP¥59.73 (down from JP¥60.33 in FY 2024). Revenue: JP¥12.2b (up 8.3% from FY 2024). Net income: JP¥602.0m (flat on FY 2024). Profit margin: 5.0% (down from 5.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공고 • Mar 29Casa Inc. to Report Q1, 2026 Results on Jun 11, 2025Casa Inc. announced that they will report Q1, 2026 results on Jun 11, 2025
공고 • Mar 28Casa Inc. Announces Cash Dividend for the Year Ended January 31, 2025, Payable on April 28, 2025Casa Inc. announced cash dividend of JPY 30.00 per share for the year ended January 31, 2025, as compared to 32.00 per share paid a year ago. Payable date is April 28, 2025.
공고 • Mar 27+ 2 more updatesCasa Inc. Provides Year-End Cash Dividend Guidance for the Year Ending January 31, 2026Casa Inc. expects to pay year-end Cash dividend of JYP 32.00 per share for the year ending January 31, 2026 as compared to JPY 30.00 per share paid a year ago.
New Risk • Mar 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 27% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥8.12b market cap, or US$55.0m).
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: JP¥59.73 (vs JP¥60.33 in FY 2024)Full year 2025 results: EPS: JP¥59.73 (down from JP¥60.33 in FY 2024). Revenue: JP¥12.2b (up 8.3% from FY 2024). Net income: JP¥602.0m (flat on FY 2024). Profit margin: 5.0% (down from 5.4% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공고 • Mar 12Casa Inc., Annual General Meeting, Apr 25, 2025Casa Inc., Annual General Meeting, Apr 25, 2025.
공고 • Feb 28Masahito Kimata agreed to acquire remaining 50.50% stake in Gold Key Co.,Ltd from Casa Inc. (TSE:7196).Masahito Kimata agreed to acquire remaining 50.50% stake in Gold Key Co.,Ltd from Casa Inc. (TSE:7196) on February 27, 2025. A cash consideration of ¥0.11 million will be paid by the buyer. As part of consideration, ¥0.11 million is paid towards common equity of Gold Key Co.,Ltd. The expected completion of the transaction is March 31, 2025.
분석 기사 • Jan 24Casa (TSE:7196) Will Pay A Dividend Of ¥30.00Casa Inc. ( TSE:7196 ) has announced that it will pay a dividend of ¥30.00 per share on the 30th of April. This payment...
공고 • Jan 24Casa Inc. to Report Fiscal Year 2025 Results on Mar 12, 2025Casa Inc. announced that they will report fiscal year 2025 results on Mar 12, 2025
Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 30 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.2%).
분석 기사 • Dec 21Casa's (TSE:7196) Dividend Will Be ¥30.00Casa Inc. ( TSE:7196 ) has announced that it will pay a dividend of ¥30.00 per share on the 30th of April. This means...
Reported Earnings • Dec 13Third quarter 2025 earnings released: EPS: JP¥11.35 (vs JP¥29.87 in 3Q 2024)Third quarter 2025 results: EPS: JP¥11.35 (down from JP¥29.87 in 3Q 2024). Revenue: JP¥3.05b (up 7.4% from 3Q 2024). Net income: JP¥115.0m (down 62% from 3Q 2024). Profit margin: 3.8% (down from 11% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Nov 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to JP¥849. The fair value is estimated to be JP¥703, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 35%.
분석 기사 • Oct 28Casa (TSE:7196) Has Affirmed Its Dividend Of ¥30.00The board of Casa Inc. ( TSE:7196 ) has announced that it will pay a dividend on the 30th of April, with investors...
공고 • Oct 24Casa Inc. to Report Q3, 2025 Results on Dec 12, 2024Casa Inc. announced that they will report Q3, 2025 results on Dec 12, 2024
Buy Or Sell Opportunity • Oct 18Now 20% overvaluedOver the last 90 days, the stock has fallen 8.5% to JP¥856. The fair value is estimated to be JP¥713, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 35%.
Buy Or Sell Opportunity • Sep 26Now 20% overvaluedOver the last 90 days, the stock has fallen 7.9% to JP¥842. The fair value is estimated to be JP¥701, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 35%.
Reported Earnings • Sep 14Second quarter 2025 earnings released: JP¥24.16 loss per share (vs JP¥13.49 profit in 2Q 2024)Second quarter 2025 results: JP¥24.16 loss per share (down from JP¥13.49 profit in 2Q 2024). Revenue: JP¥3.01b (up 7.7% from 2Q 2024). Net loss: JP¥243.0m (down 280% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥750, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 11x in the Diversified Financial industry in Japan. Total loss to shareholders of 7.8% over the past three years.
Buy Or Sell Opportunity • Aug 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥750. The fair value is estimated to be JP¥949, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 31%.
공고 • Jul 18Casa Inc. to Report Q2, 2025 Results on Sep 12, 2024Casa Inc. announced that they will report Q2, 2025 results on Sep 12, 2024
공고 • Jun 19+ 1 more updateCasa Inc. Provides Earnings Guidance for the Six Months Fiscal 2025 and Full Year Ending January 31, 2025Casa Inc. provided earnings guidance for the six months fiscal 2025 and full year ending January 31, 2025. For the six months, the company expects net sales to be JPY 5,947 million, operating profit to be JPY 123 million, profit attributable to owners of parent to be JPY 112 million and earnings per share to be JPY 11.14.For the full year, the company expects net sales to be JPY 12,081 million, operating profit to be JPY 759 million, profit attributable to owners of parent to be JPY 552 million and earnings per share to be JPY 54.95.
Reported Earnings • Jun 16First quarter 2025 earnings released: JP¥23.47 loss per share (vs JP¥10.69 loss in 1Q 2024)First quarter 2025 results: JP¥23.47 loss per share (further deteriorated from JP¥10.69 loss in 1Q 2024). Revenue: JP¥3.00b (up 9.9% from 1Q 2024). Net loss: JP¥236.0m (loss widened 121% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 04Full year 2024 earnings released: EPS: JP¥60.33 (vs JP¥25.54 in FY 2023)Full year 2024 results: EPS: JP¥60.33 (up from JP¥25.54 in FY 2023). Revenue: JP¥11.2b (up 9.1% from FY 2023). Net income: JP¥605.0m (up 138% from FY 2023). Profit margin: 5.4% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% 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.
공고 • Apr 29Casa Inc. to Report Q1, 2025 Results on Jun 05, 2024Casa Inc. announced that they will report Q1, 2025 results on Jun 05, 2024
Buy Or Sell Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to JP¥815. The fair value is estimated to be JP¥1,019, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 35%.
공고 • Mar 15+ 1 more updateCasa Inc. Announces Dividend for the Fiscal Year Ending January 31, 2024; Provides Dividend Guidance for the Year Ending January 31, 2025Casa Inc. announced dividend for the fiscal year ending January 31, 2024. For the year, the company announced dividend to be JPY 30.00 per share compared to JPY 30.00 per share a year ago.For the year ending January 31, 2025, the company expects dividend to be JPY 30.00 per share compared to JPY 30.00 per share a year ago.
Buy Or Sell Opportunity • Mar 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥807. The fair value is estimated to be JP¥1,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 35%.
공고 • Mar 08Casa Inc., Annual General Meeting, Apr 26, 2024Casa Inc., Annual General Meeting, Apr 26, 2024.
Reported Earnings • Mar 08Full year 2024 earnings released: EPS: JP¥60.33 (vs JP¥25.54 in FY 2023)Full year 2024 results: EPS: JP¥60.33 (up from JP¥25.54 in FY 2023). Revenue: JP¥11.2b (up 9.1% from FY 2023). Net income: JP¥605.0m (up 138% from FY 2023). Profit margin: 5.4% (up from 2.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to JP¥810. The fair value is estimated to be JP¥1,013, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 44%.
공고 • Jan 27Casa Inc. to Report Fiscal Year 2024 Results on Mar 06, 2024Casa Inc. announced that they will report fiscal year 2024 results on Mar 06, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 30 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.1%).
New Risk • Jan 16New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 38% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (114% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥8.98b market cap, or US$61.3m).
공고 • Dec 12+ 1 more updateCasa Inc. Provides Earnings Guidance for the Full Year Ending January 31, 2024Casa Inc. provided earnings guidance for the full year ending January 31, 2024. For the full year, the company expects net sales to be JPY 11,276 million, operating profit to be JPY 838 million, profit attributable to owners of parent to be JPY 544 million and earnings per share to be JPY 54.45.
Reported Earnings • Dec 08Third quarter 2024 earnings released: EPS: JP¥29.87 (vs JP¥22.18 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.87 (up from JP¥22.18 in 3Q 2023). Revenue: JP¥2.84b (up 10% from 3Q 2023). Net income: JP¥300.0m (up 36% from 3Q 2023). Profit margin: 11% (up from 8.5% in 3Q 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Oct 29Casa Inc. to Report Q3, 2024 Results on Dec 07, 2023Casa Inc. announced that they will report Q3, 2024 results on Dec 07, 2023
Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: JP¥13.49 (vs JP¥7.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.49 (up from JP¥7.55 in 2Q 2023). Revenue: JP¥2.79b (up 9.7% from 2Q 2023). Net income: JP¥135.0m (up 80% from 2Q 2023). Profit margin: 4.8% (up from 2.9% in 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Aug 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,075, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 326% in the next 2 years.
공고 • Jul 29Casa Inc. to Report Q2, 2024 Results on Sep 07, 2023Casa Inc. announced that they will report Q2, 2024 results on Sep 07, 2023
Reported Earnings • Jun 09First quarter 2024 earnings released: JP¥10.69 loss per share (vs JP¥2.40 profit in 1Q 2023)First quarter 2024 results: JP¥10.69 loss per share (down from JP¥2.40 profit in 1Q 2023). Revenue: JP¥2.72b (up 6.6% from 1Q 2023). Net loss: JP¥107.0m (down JP¥131.0m from profit in 1Q 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 03Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥25.54 (down from JP¥64.85 in FY 2022). Revenue: JP¥10.3b (flat on FY 2022). Net income: JP¥254.0m (down 61% from FY 2022). Profit margin: 2.5% (down from 6.3% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 49%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 10Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥25.54 (down from JP¥64.85 in FY 2022). Revenue: JP¥10.3b (flat on FY 2022). Net income: JP¥254.0m (down 61% from FY 2022). Profit margin: 2.5% (down from 6.3% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 49%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공고 • Jan 25Casa Inc. to Report Fiscal Year 2023 Results on Mar 09, 2023Casa Inc. announced that they will report fiscal year 2023 results on Mar 09, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 28 April 2023. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.5%).
Reported Earnings • Dec 11Third quarter 2023 earnings released: EPS: JP¥22.18 (vs JP¥29.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.18 (down from JP¥29.31 in 3Q 2022). Revenue: JP¥2.58b (flat on 3Q 2022). Net income: JP¥220.0m (down 24% from 3Q 2022). Profit margin: 8.5% (down from 11% in 3Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Diversified Financial industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Executive Officer, GM of Customer Management Department & Director Ichiro Kashima was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Oct 27Casa Inc. to Report Q3, 2023 Results on Dec 08, 2022Casa Inc. announced that they will report Q3, 2023 results on Dec 08, 2022
공고 • Sep 21+ 1 more updateCasa Inc. Provides Dividend Guidance for the Fiscal Year Ending January 31, 2023Casa Inc. provided dividend guidance of JPY 30 per share for the fiscal year ending January 31, 2023.
Reported Earnings • Sep 10Second quarter 2023 earnings released: EPS: JP¥7.55 (vs JP¥26.19 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.55 (down from JP¥26.19 in 2Q 2022). Revenue: JP¥2.55b (down 3.0% from 2Q 2022). Net income: JP¥75.0m (down 71% from 2Q 2022). Profit margin: 2.9% (down from 9.9% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Diversified Financial industry in Japan.
공고 • Jul 24Casa Inc. to Report Q2, 2023 Results on Sep 08, 2022Casa Inc. announced that they will report Q2, 2023 results on Sep 08, 2022
공고 • Jun 16+ 1 more updateCasa Inc. Provides Consolidated Earnings Guidance for the Six Months Ending July 31, 2022 and for the Full Year Ending January 31, 2023Casa Inc. provided consolidated earnings guidance for the six months ending July 31, 2022 and for the full year ending January 31, 2023. For the six months ending July 31, 2022, the company expected net sales to be JPY 5,075 million, Operating profit to be JPY 129 million, Profit attributable to owners of parent to be JPY 65 million and Earnings per share to be JPY 6.56.For the full year ending January 31, 2023, the company expected net sales to be JPY 10,394 million, Operating profit to be JPY 737 million, Profit attributable to owners of parent to be JPY 459 million and Earnings per share to be JPY 45.67.
Reported Earnings • Jun 11First quarter 2023 earnings released: EPS: JP¥2.40 (vs JP¥9.33 in 1Q 2022)First quarter 2023 results: EPS: JP¥2.40 (down from JP¥9.33 in 1Q 2022). Revenue: JP¥2.56b (down 3.8% from 1Q 2022). Net income: JP¥24.0m (down 75% from 1Q 2022). Profit margin: 0.9% (down from 3.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 1.8%, compared to a 6.6% growth forecast for the industry in Japan.
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. 9 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Apr 24Casa Inc. to Report Q1, 2023 Results on Jun 09, 2022Casa Inc. announced that they will report Q1, 2023 results on Jun 09, 2022
Reported Earnings • Mar 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥64.85 (up from JP¥60.36 in FY 2021). Revenue: JP¥10.3b (up 1.1% from FY 2021). Net income: JP¥647.0m (up 5.9% from FY 2021). Profit margin: 6.3% (up from 6.0% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.9%. Over the next year, revenue is forecast to grow 3.5%, compared to a 7.2% growth forecast for the industry in Japan.
Upcoming Dividend • Jan 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 23 April 2022. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.1%).
Reported Earnings • Dec 10Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥29.31 (down from JP¥32.67 in 3Q 2021). Revenue: JP¥2.55b (down 1.3% from 3Q 2021). Net income: JP¥291.0m (down 12% from 3Q 2021). Profit margin: 11% (down from 13% in 3Q 2021). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 32%. Earnings per share (EPS) missed analyst estimates by 32%. Over the next year, revenue is forecast to grow 1.6%, compared to a 8.2% growth forecast for the industry in Japan.
공고 • Dec 09Casa Inc. Provides Consolidated Earnings Guidance for the Year Ending January 31, 2022Casa Inc. provided consolidated earnings guidance for the year ending January 31, 2022. For the year, the company expects net sales of JPY 10,379 million, operating profit of JPY 1,038 million, profit attributable to owners of parent of JPY 658 million and earnings per share of JPY 66.12.
공고 • Sep 15Casa Inc. Provides Consolidated Earnings Guidance for the Six Months Ended July 31, 2021Casa Inc. provided consolidated earnings guidance for the six months ended July 31, 2021. For the six months, the company expects net sales were JPY 5,283 million as compared to JPY 5,140 million a year ago. Operating profit were JPY 532 million as compared to JPY 399 million a year ago. Profit attributable to owners of parent were JPY 354 million as compared to JPY 235 million a year ago. Earnings per share were JPY 35.41 as compared to JPY 23.24 a year ago.
Reported Earnings • Sep 08Second quarter 2022 earnings released: EPS JP¥26.19 (vs JP¥29.77 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥2.63b (up 4.2% from 2Q 2021). Net income: JP¥260.0m (down 14% from 2Q 2021). Profit margin: 9.9% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses.
공고 • Sep 01Casa Inc. (TSE:7196) entered into an agreement to acquire Along with Inc. from Koji Hiyama.Casa Inc. (TSE:7196) entered into an agreement to acquire Along with Inc. from Koji Hiyama on August 31, 2021. The transaction is expected to close on September 1, 2021.
공고 • Jun 15Casa Inc. Announces Consolidated Earnings Guidance for the Six Months Ending July 31, 2021 and Full year Ending January 31, 2022Casa Inc. announced consolidated earnings guidance for the six months ending July 31, 2021 and full year ending January 31, 2022. For the six months, the company expects Net sales of JPY 5,140 million, Operating profit of JPY 399 million, Ordinary profit of JPY 408 million, Profit attributable to owners of parent of JPY 235 million and EPS of JPY 23.24. For the year, the company expects Net sales of JPY 10,323 million, Operating profit of JPY 832 million, Ordinary profit of JPY 850 million, Profit attributable to owners of parent of JPY 489 million and EPS of JPY 48.32.
Reported Earnings • Jun 11First quarter 2022 earnings released: EPS JP¥9.33 (vs JP¥14.17 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥2.66b (up 10% from 1Q 2021). Net income: JP¥94.0m (down 35% from 1Q 2021). Profit margin: 3.5% (down from 6.0% in 1Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥60.36 (vs JP¥90.47 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥10.2b (up 8.4% from FY 2020). Net income: JP¥611.0m (down 34% from FY 2020). Profit margin: 6.0% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses.
공고 • Mar 14Casa Inc. Provides Dividend Guidance for the Year Ending January 31, 2022Casa Inc. provided dividend guidance for the year ending January 31, 2022. The company expects year-end dividend of JPY 30 per share.
공고 • Mar 12+ 1 more updateCasa Inc. Announces Dividend for the Year Ended January 31, 2021, Payable on April 23, 2021Casa Inc. announced year-end dividend of JPY 30 per share for the year ended January 31, 2021 compared to JPY 28 per share paid a year ago. Scheduled date to commence dividend payments is April 23, 2021.
Reported Earnings • Mar 12Full year 2021 earnings released: EPS JP¥60.36 (vs JP¥90.47 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥10.2b (up 8.4% from FY 2020). Net income: JP¥611.0m (down 34% from FY 2020). Profit margin: 6.0% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.3%. Earnings per share (EPS) missed analyst estimates by 32%. Over the next year, revenue is forecast to grow 5.6%, compared to a 4.3% growth forecast for the Diversified Financial industry in Japan.
공고 • Jan 24Casa Inc. to Report Fiscal Year 2021 Results on Mar 11, 2021Casa Inc. announced that they will report fiscal year 2021 results on Mar 11, 2021
Upcoming Dividend • Jan 21Upcoming Dividend of JP¥30.00 Per ShareWill be paid on the 24th of April to those who are registered shareholders by the 28th of January. The trailing yield of 3.0% is in the top quartile of Japanese dividend payers (3.0%), and it is in line with industry peers (3.2%).
Is New 90 Day High Low • Jan 13New 90-day low: JP¥1,014The company is down 20% from its price of JP¥1,264 on 15 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Diversified Financial industry, which is up 21% over the same period.
Analyst Estimate Surprise Post Earnings • Dec 09Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.04%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 7.0% while the growth in Diversified Financial industry in Japan is expected to stay flat.
공고 • Nov 25+ 1 more updateCasa Inc. Announces Collaboration with Sumai Entry of e-Seikatsu Co., LtdCasa Inc. announced it has started to link the application information of Sumai Entry supplied by e-Seikatsu Co. Ltd. By linking with Sumai Entry, tenants, brokerage companies, and management companies will not have to create a handwritten guarantee consignment application when using rent guarantee service. As a result, smooth guarantee examinations are possible, and rental brokerage companies and management companies can improve operational efficiency.
공고 • Sep 26Casa Inc. Forms A Business Partnership with the Kyoto UniversityCasa Inc. have formed a business partnership with the national university corporation Kyoto University (hereinafter referred to as "Kyoto University") regarding the provision of rent guarantee services. company provide services as a joint guarantor for foreign researchers and international students enrolled in Kyoto University when renting housing. company will actively support international students and foreign researchers who have been forced to postpone admission from spring to autumn due to the influence of the COVID-19.
