View ValuationKurashiru 향후 성장Future 기준 점검 3/6Kurashiru (는) 각각 연간 14.4% 및 17% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.7% 로 예상됩니다.핵심 정보14.4%이익 성장률14.25%EPS 성장률Media 이익 성장16.2%매출 성장률17.0%향후 자기자본이익률17.70%애널리스트 커버리지Low마지막 업데이트20 May 2026최근 향후 성장 업데이트Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.모든 업데이트 보기Recent updates공시 • May 17+ 2 more updatesKurashiru, Inc. to Report Q1, 2027 Results on Jul 30, 2026Kurashiru, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,181, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 19% over the past year.분석 기사 • May 11Kurashiru's (TSE:299A) Solid Earnings Are Supported By Other Strong FactorsInvestors were underwhelmed by the solid earnings posted by Kurashiru, Inc. ( TSE:299A ) recently. Our analysis says...Reported Earnings • May 05Full year 2026 earnings released: EPS: JP¥58.67 (vs JP¥40.94 in FY 2025)Full year 2026 results: EPS: JP¥58.67 (up from JP¥40.94 in FY 2025). Revenue: JP¥17.0b (up 30% from FY 2025). Net income: JP¥2.46b (up 46% from FY 2025). Profit margin: 14% (up from 13% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan.공시 • May 01Kurashiru, Inc., Annual General Meeting, Jun 23, 2026Kurashiru, Inc., Annual General Meeting, Jun 23, 2026.Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.공시 • Mar 10Kurashiru, Inc. to Report Fiscal Year 2026 Results on May 01, 2026Kurashiru, Inc. announced that they will report fiscal year 2026 results on May 01, 2026Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥16.32 (vs JP¥9.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.32 (up from JP¥9.55 in 3Q 2025). Revenue: JP¥4.63b (up 28% from 3Q 2025). Net income: JP¥688.4m (up 74% from 3Q 2025). Profit margin: 15% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan.공시 • Dec 23Kurashiru, Inc. to Report Q3, 2026 Results on Feb 03, 2026Kurashiru, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026분석 기사 • Nov 09Kurashiru's (TSE:299A) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Kurashiru, Inc. ( TSE:299A ) despite the...Reported Earnings • Aug 05First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥12.58. Net income: JP¥520.7m (up JP¥520.7m from 1Q 2025). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Media industry in Japan.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,285, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,307 per share.분석 기사 • Jul 10Are Investors Undervaluing dely inc. (TSE:299A) By 30%?Key Insights The projected fair value for dely is JP¥2,629 based on 2 Stage Free Cash Flow to Equity Current share...Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuki Matsumoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jul 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,742, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,206 per share.공시 • May 31+ 1 more updatedely inc. to Report Q1, 2026 Results on Aug 01, 2025dely inc. announced that they will report Q1, 2026 results on Aug 01, 2025Buy Or Sell Opportunity • May 29Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to JP¥1,526. The fair value is estimated to be JP¥1,205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥1,515. The fair value is estimated to be JP¥1,211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.공시 • May 01dely inc., Annual General Meeting, Jun 27, 2025dely inc., Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,141, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Media industry in Japan.공시 • Mar 04dely inc. to Report Fiscal Year 2025 Results on May 01, 2025dely inc. announced that they will report fiscal year 2025 results on May 01, 2025Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,217, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan.공시 • Jan 18dely inc. to Report Q3, 2025 Results on Feb 03, 2025dely inc. announced that they will report Q3, 2025 results on Feb 03, 2025공시 • Dec 20dely inc. has completed an IPO in the amount of ¥15.15096 billion.dely inc. has completed an IPO in the amount of ¥15.15096 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 12,625,800 Price\Range: ¥1200 Discount Per Security: ¥77.43 Transaction Features: Direct Listing; Sponsor Backed Offering이익 및 매출 성장 예측TSE:299A - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202930,6303,9204,7024,20233/31/202826,9703,4084,0493,29653/31/202721,2952,5673,1113,30023/31/202617,0012,4612,8312,869N/A12/31/202516,0942,1742,3522,418N/A9/30/202515,1061,9952,3672,458N/A6/30/202513,9921,8181,7121,811N/A3/31/202513,1021,6922,0412,114N/A3/31/20249,8981,4831,3751,406N/A3/31/20236,9731,3152,0002,028N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 299A 의 연간 예상 수익 증가율(14.4%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 299A 의 연간 수익(14.4%)이 JP 시장(8.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 299A 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 299A 의 수익(연간 17%)이 JP 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 299A 의 수익(연간 17%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 299A의 자본 수익률은 3년 후 17.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:25종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Kurashiru, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shun IgarashiDaiwa Securities Co. Ltd.Sho ChoDaiwa Securities Co. Ltd.Hiroshi NayaIchiyoshi Research Institute Inc.4명의 분석가 더 보기
Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.
Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.
공시 • May 17+ 2 more updatesKurashiru, Inc. to Report Q1, 2027 Results on Jul 30, 2026Kurashiru, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,181, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Media industry in Japan. Total loss to shareholders of 19% over the past year.
분석 기사 • May 11Kurashiru's (TSE:299A) Solid Earnings Are Supported By Other Strong FactorsInvestors were underwhelmed by the solid earnings posted by Kurashiru, Inc. ( TSE:299A ) recently. Our analysis says...
Reported Earnings • May 05Full year 2026 earnings released: EPS: JP¥58.67 (vs JP¥40.94 in FY 2025)Full year 2026 results: EPS: JP¥58.67 (up from JP¥40.94 in FY 2025). Revenue: JP¥17.0b (up 30% from FY 2025). Net income: JP¥2.46b (up 46% from FY 2025). Profit margin: 14% (up from 13% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Media industry in Japan.
공시 • May 01Kurashiru, Inc., Annual General Meeting, Jun 23, 2026Kurashiru, Inc., Annual General Meeting, Jun 23, 2026.
Price Target Changed • Mar 10Price target decreased by 18% to JP¥1,700Down from JP¥2,067, the current price target is an average from 3 analysts. New target price is 58% above last closing price of JP¥1,076. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥56.05 for next year compared to JP¥40.94 last year.
공시 • Mar 10Kurashiru, Inc. to Report Fiscal Year 2026 Results on May 01, 2026Kurashiru, Inc. announced that they will report fiscal year 2026 results on May 01, 2026
Price Target Changed • Feb 13Price target decreased by 9.4% to JP¥1,933Down from JP¥2,133, the current price target is an average from 3 analysts. New target price is 94% above last closing price of JP¥995. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥57.20 for next year compared to JP¥40.94 last year.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥16.32 (vs JP¥9.55 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.32 (up from JP¥9.55 in 3Q 2025). Revenue: JP¥4.63b (up 28% from 3Q 2025). Net income: JP¥688.4m (up 74% from 3Q 2025). Profit margin: 15% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Japan.
공시 • Dec 23Kurashiru, Inc. to Report Q3, 2026 Results on Feb 03, 2026Kurashiru, Inc. announced that they will report Q3, 2026 results on Feb 03, 2026
분석 기사 • Nov 09Kurashiru's (TSE:299A) Earnings Seem To Be PromisingThe market seemed underwhelmed by last week's earnings announcement from Kurashiru, Inc. ( TSE:299A ) despite the...
Reported Earnings • Aug 05First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: JP¥12.58. Net income: JP¥520.7m (up JP¥520.7m from 1Q 2025). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Media industry in Japan.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥2,285, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,307 per share.
분석 기사 • Jul 10Are Investors Undervaluing dely inc. (TSE:299A) By 30%?Key Insights The projected fair value for dely is JP¥2,629 based on 2 Stage Free Cash Flow to Equity Current share...
Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuki Matsumoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jul 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,742, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Media industry in Japan. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,206 per share.
공시 • May 31+ 1 more updatedely inc. to Report Q1, 2026 Results on Aug 01, 2025dely inc. announced that they will report Q1, 2026 results on Aug 01, 2025
Buy Or Sell Opportunity • May 29Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to JP¥1,526. The fair value is estimated to be JP¥1,205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Buy Or Sell Opportunity • May 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥1,515. The fair value is estimated to be JP¥1,211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
공시 • May 01dely inc., Annual General Meeting, Jun 27, 2025dely inc., Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,141, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Media industry in Japan.
공시 • Mar 04dely inc. to Report Fiscal Year 2025 Results on May 01, 2025dely inc. announced that they will report fiscal year 2025 results on May 01, 2025
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥1,217, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Media industry in Japan.
공시 • Jan 18dely inc. to Report Q3, 2025 Results on Feb 03, 2025dely inc. announced that they will report Q3, 2025 results on Feb 03, 2025
공시 • Dec 20dely inc. has completed an IPO in the amount of ¥15.15096 billion.dely inc. has completed an IPO in the amount of ¥15.15096 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 12,625,800 Price\Range: ¥1200 Discount Per Security: ¥77.43 Transaction Features: Direct Listing; Sponsor Backed Offering