View Future GrowthCROOZ 과거 순이익 실적과거 기준 점검 0/6CROOZ 의 수입은 연평균 -50%의 비율로 감소해 온 반면, Specialty Retail 산업은 연평균 9.1%의 비율로 증가했습니다. 매출은 연평균 18%의 비율로 감소해 왔습니다.핵심 정보-50.01%순이익 성장률-50.87%주당순이익(EPS) 성장률Specialty Retail 산업 성장률11.17%매출 성장률-18.00%자기자본이익률-5.33%순이익률-3.98%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.공시 • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.공시 • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: JP¥2.61 loss per share (vs JP¥7.85 loss in 2Q 2025)Second quarter 2026 results: JP¥2.61 loss per share (improved from JP¥7.85 loss in 2Q 2025). Revenue: JP¥2.61b (down 25% from 2Q 2025). Net loss: JP¥25.0m (loss narrowed 68% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.공시 • Nov 06CROOZ, Inc. to Report Q2, 2026 Results on Nov 12, 2025CROOZ, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025모든 업데이트 보기Recent updatesReported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.공시 • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026공시 • May 13CROOZ, Inc., Annual General Meeting, Jun 26, 2026CROOZ, Inc., Annual General Meeting, Jun 26, 2026.Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.공시 • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026분석 기사 • Jan 06Pinning Down CROOZ, Inc.'s (TSE:2138) P/S Is Difficult Right NowThere wouldn't be many who think CROOZ, Inc.'s ( TSE:2138 ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.2% operating cash flow to total debt). Earnings have declined by 42% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥5.86b market cap, or US$37.4m).Reported Earnings • Nov 15Second quarter 2026 earnings released: JP¥2.61 loss per share (vs JP¥7.85 loss in 2Q 2025)Second quarter 2026 results: JP¥2.61 loss per share (improved from JP¥7.85 loss in 2Q 2025). Revenue: JP¥2.61b (down 25% from 2Q 2025). Net loss: JP¥25.0m (loss narrowed 68% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.공시 • Nov 06CROOZ, Inc. to Report Q2, 2026 Results on Nov 12, 2025CROOZ, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥16.62 loss per share (vs JP¥27.79 loss in 1Q 2025)First quarter 2026 results: JP¥16.62 loss per share (improved from JP¥27.79 loss in 1Q 2025). Revenue: JP¥2.77b (down 22% from 1Q 2025). Net loss: JP¥159.0m (loss narrowed 44% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 05Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공시 • Jul 02CROOZ, Inc. to Report Q1, 2026 Results on Aug 06, 2025CROOZ, Inc. announced that they will report Q1, 2026 results on Aug 06, 2025공시 • May 22HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138).HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025. HADO Inc. completed the acquisition of Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025.Reported Earnings • May 20Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • May 15Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million.Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million on May 14, 2025. As part of consideration, ¥200 million is paid towards 12,000 common equity of StudioZ Inc. The expected completion of the transaction is June 2, 2025.공시 • May 14CROOZ, Inc., Annual General Meeting, Jun 27, 2025CROOZ, Inc., Annual General Meeting, Jun 27, 2025.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥4.29b market cap, or US$29.3m).공시 • Apr 05CROOZ, Inc. to Report Fiscal Year 2025 Results on May 14, 2025CROOZ, Inc. announced that they will report fiscal year 2025 results on May 14, 2025New Risk • Feb 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Market cap is less than US$100m (JP¥5.88b market cap, or US$38.5m).공시 • Feb 06CROOZ, Inc. to Report Q3, 2025 Results on Feb 12, 2025CROOZ, Inc. announced that they will report Q3, 2025 results on Feb 12, 2025분석 기사 • Jan 24Is CROOZ (TSE:2138) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Oct 26CROOZ, Inc. to Report Q2, 2025 Results on Nov 13, 2024CROOZ, Inc. announced that they will report Q2, 2025 results on Nov 13, 2024분석 기사 • Oct 24Does CROOZ (TSE:2138) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 09First quarter 2025 earnings released: JP¥27.79 loss per share (vs JP¥35.33 profit in 1Q 2024)First quarter 2025 results: JP¥27.79 loss per share (down from JP¥35.33 profit in 1Q 2024). Revenue: JP¥3.54b (up 3.2% from 1Q 2024). Net loss: JP¥285.0m (down 173% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.분석 기사 • Aug 06Little Excitement Around CROOZ, Inc.'s (TSE:2138) Earnings As Shares Take 26% PoundingCROOZ, Inc. ( TSE:2138 ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.38b market cap, or US$37.8m).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥533, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 71% over the past three years.공시 • Jun 28CROOZ, Inc. to Report Q1, 2025 Results on Aug 07, 2024CROOZ, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024분석 기사 • May 22Additional Considerations Required While Assessing CROOZ's (TSE:2138) Strong EarningsInvestors were disappointed with CROOZ, Inc.'s ( TSE:2138 ) earnings, despite the strong profit numbers. We think that...Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥91.13 (vs JP¥22.84 in FY 2023)Full year 2024 results: EPS: JP¥91.13 (up from JP¥22.84 in FY 2023). Revenue: JP¥14.3b (up 1.9% from FY 2023). Net income: JP¥1.01b (up 297% from FY 2023). Profit margin: 7.1% (up from 1.8% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.공시 • May 16CROOZ, Inc., Annual General Meeting, Jun 27, 2024CROOZ, Inc., Annual General Meeting, Jun 27, 2024.공시 • Mar 02CROOZ, Inc. to Report Fiscal Year 2024 Results on May 14, 2024CROOZ, Inc. announced that they will report fiscal year 2024 results on May 14, 2024분석 기사 • Feb 26What CROOZ, Inc.'s (TSE:2138) 26% Share Price Gain Is Not Telling YouCROOZ, Inc. ( TSE:2138 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥10.07 (vs JP¥20.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.07 (down from JP¥20.14 in 3Q 2023). Revenue: JP¥3.76b (down 1.2% from 3Q 2023). Net income: JP¥112.0m (down 50% from 3Q 2023). Profit margin: 3.0% (down from 5.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥862, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 61% over the past three years.공시 • Feb 13CROOZ, Inc. (TSE:2138) announces an Equity Buyback for 3,640,000 shares, representing 32.73% for ¥2,000 million.CROOZ, Inc. (JASDAQ:2138) announces a share repurchase program. Under the program, the company will repurchase up to 3,640,000 shares, representing 32.73% of its share capital, for ¥2,000 million. The purpose of the program is to carry out flexible capital policy, increase the value per share, and return profits to shareholders. The share repurchase program will run until February 13, 2025. As of December 31, 2023, the company had 11,122,418 shares outstanding (excluding treasury shares) and 1,835,182 shares in treasury.공시 • Dec 28CROOZ, Inc. to Report Q3, 2024 Results on Feb 13, 2024CROOZ, Inc. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥60.87 (vs JP¥15.82 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥60.87 (up from JP¥15.82 loss in 2Q 2023). Revenue: JP¥3.51b (up 2.7% from 2Q 2023). Net income: JP¥677.0m (up JP¥853.0m from 2Q 2023). Profit margin: 19% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Sep 06CROOZ, Inc. to Report Q2, 2024 Results on Nov 08, 2023CROOZ, Inc. announced that they will report Q2, 2024 results on Nov 08, 2023New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥11.2b market cap, or US$78.2m).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥35.33 (vs JP¥15.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.33 (up from JP¥15.11 in 1Q 2023). Revenue: JP¥3.43b (down 7.0% from 1Q 2023). Net income: JP¥393.0m (up 134% from 1Q 2023). Profit margin: 12% (up from 4.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,009, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 42% over the past three years.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥935, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 14% over the past three years.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥22.84 (vs JP¥27.87 in FY 2022)Full year 2023 results: EPS: JP¥22.84 (down from JP¥27.87 in FY 2022). Revenue: JP¥14.0b (down 9.5% from FY 2022). Net income: JP¥254.0m (down 18% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • May 13CROOZ, Inc., Annual General Meeting, Jun 29, 2023CROOZ, Inc., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,205, the stock trades at a trailing P/E ratio of 76.2x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 3.8% over the past three years.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥20.14 (vs JP¥8.09 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.14 (up from JP¥8.09 in 3Q 2022). Revenue: JP¥3.81b (down 2.3% from 3Q 2022). Net income: JP¥224.0m (up 149% from 3Q 2022). Profit margin: 5.9% (up from 2.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥15.82 loss per share (vs JP¥4.95 profit in 2Q 2022)Second quarter 2023 results: JP¥15.82 loss per share (down from JP¥4.95 profit in 2Q 2022). Revenue: JP¥3.42b (down 14% from 2Q 2022). Net loss: JP¥176.0m (down 420% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 39x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 3.7% over the past three years.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥952, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total loss to shareholders of 4.2% over the past three years.Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥15.11 (vs JP¥18.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.11 (down from JP¥18.43 in 1Q 2022). Revenue: JP¥3.69b (down 7.6% from 1Q 2022). Net income: JP¥168.0m (down 18% from 1Q 2022). Profit margin: 4.6% (down from 5.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Jul 06+ 1 more updateCROOZ, Inc. to Report Q3, 2023 Results on Feb 09, 2023CROOZ, Inc. announced that they will report Q3, 2023 results on Feb 09, 2023공시 • Jul 01CROOZ, Inc. to Report Q1, 2023 Results on Aug 09, 2022CROOZ, Inc. announced that they will report Q1, 2023 results on Aug 09, 2022Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥851, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total loss to shareholders of 30% over the past three years.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥27.87 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥27.87 (down from JP¥129 in FY 2021). Revenue: JP¥15.5b (down 57% from FY 2021). Net income: JP¥310.0m (down 78% from FY 2021). Profit margin: 2.0% (down from 4.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • May 14CROOZ, Inc., Annual General Meeting, Jun 29, 2022CROOZ, Inc., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 07CROOZ, Inc. to Report Fiscal Year 2022 Results on May 12, 2022CROOZ, Inc. announced that they will report fiscal year 2022 results on May 12, 2022Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥733, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 63% over the past three years.Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥8.09 (down from JP¥46.39 in 3Q 2021). Revenue: JP¥3.90b (down 62% from 3Q 2021). Net income: JP¥90.0m (down 83% from 3Q 2021). Profit margin: 2.3% (down from 5.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥4.95 (vs JP¥51.20 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.96b (down 56% from 2Q 2021). Net income: JP¥55.0m (down 90% from 2Q 2021). Profit margin: 1.4% (down from 6.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥18.43 (vs JP¥30.43 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2022 results: Revenue: JP¥4.00b (down 54% from 1Q 2021). Net income: JP¥205.0m (down 39% from 1Q 2021). Profit margin: 5.1% (up from 3.9% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,506, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total loss to shareholders of 31% over the past three years.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥129 (vs JP¥50.25 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥35.7b (up 5.1% from FY 2020). Net income: JP¥1.43b (up JP¥1.99b from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Mar 04CROOZ, Inc. to Report Fiscal Year 2021 Results on May 13, 2021CROOZ, Inc. announced that they will report fiscal year 2021 results on May 13, 2021분석 기사 • Mar 01These 4 Measures Indicate That CROOZ (TYO:2138) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 33% share price gain to JP¥2,215, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 22x in the Online Retail industry in Japan. Total returns to shareholders over the past three years were flat.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥46.39 (vs JP¥6.75 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥10.3b (up 11% from 3Q 2020). Net income: JP¥516.0m (up JP¥591.0m from 3Q 2020). Profit margin: 5.0% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 10New 90-day high: JP¥1,670The company is up 17% from its price of JP¥1,422 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 12% over the same period.분석 기사 • Jan 30If You Had Bought CROOZ's (TYO:2138) Shares Three Years Ago You Would Be Down 51%The truth is that if you invest for long enough, you're going to end up with some losing stocks. But the last three...분석 기사 • Jan 09Should We Be Cautious About CROOZ, Inc.'s (TYO:2138) ROE Of 7.0%?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...분석 기사 • Dec 19How Much Of CROOZ, Inc. (TYO:2138) Do Insiders Own?The big shareholder groups in CROOZ, Inc. ( TYO:2138 ) have power over the company. Insiders often own a large chunk of...분석 기사 • Nov 28Here's Why We Think CROOZ's (TYO:2138) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥51.20The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥8.95b (down 5.4% from 2Q 2020). Net income: JP¥569.0m (up JP¥600.0m from 2Q 2020). Profit margin: 6.4% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 30New 90-day low: JP¥1,349The company is down 7.0% from its price of JP¥1,447 on 31 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.공시 • Aug 12Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million.Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million on August 11, 2020. As reported, CROOZ, Inc. will transfer 43,206 shares in Candle inc. and will hold no shares in Candle inc. post transaction. For the year ending March 2020, Candle inc. reported net worth of ¥108 million, total assets of ¥167.9 million, sales of ¥247.3 million, operating loss ¥14 million and net loss of ¥17.1 million. The Board of Directors meeting of CROOZ, Inc. resolved the transaction on August 11, 2020. The business transfer execution date is September 30, 2020.매출 및 비용 세부 내역CROOZ가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:2138 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2611,820-4706,120031 Dec 2511,708-3706,079030 Sep 2512,562-3516,425030 Jun 2513,420-4046,875031 Mar 2514,191-5307,194031 Dec 2414,518-6667,365030 Sep 2414,336-4257,335030 Jun 2414,3813306,901031 Mar 2414,2701,0086,542031 Dec 2313,7881,2206,081030 Sep 2313,8341,3325,527030 Jun 2313,7404795,688031 Mar 2314,0002545,662031 Dec 2214,5391765,558030 Sep 2214,628425,772030 Jun 2215,1722735,721031 Mar 2215,4773105,714031 Dec 2119,6183605,815030 Sep 2126,0177865,979030 Jun 2131,0071,3005,993031 Mar 2135,7141,4336,021031 Dec 2035,0461,2096,331030 Sep 2034,0466186,544030 Jun 2034,555186,917031 Mar 2033,995-5587,450031 Dec 1933,384-1,4837,659030 Sep 1932,831-2,0317,870030 Jun 1930,674-1,9507,577031 Mar 1930,282-1,6397,491031 Dec 1830,075-7877,257030 Sep 1828,71086,773030 Jun 1827,07946,493031 Mar 1825,4861055,975031 Dec 1724,3245545,479030 Sep 1724,4852,4075,620030 Jun 1726,8602,8635,975031 Mar 1728,5003,2306,307031 Dec 1630,5823,6987,136030 Sep 1631,8042,2727,859030 Jun 1630,4841,9838,031031 Mar 1627,7871,5287,781031 Dec 1525,1501,0367,086030 Sep 1522,1378696,021030 Jun 1520,4571,1315,3930양질의 수익: 2138 은(는) 현재 수익성이 없습니다.이익 마진 증가: 2138는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 2138은 수익성이 없으며 지난 5년 동안 손실이 연평균 50% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 2138의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: 2138은 수익성이 없어 지난 해 수익 성장률을 Specialty Retail 업계(6.7%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 2138는 현재 수익성이 없으므로 자본 수익률이 음수(-5.33%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YRetail 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 06:45종가2026/05/25 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 소스CROOZ, Inc.는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Satoshi TanakaDaiwa Securities Co. Ltd.Sho OkawaraIchiyoshi Research Institute Inc.Yoshitaka NagaoNomura Securities Co. Ltd.1명의 분석가 더 보기
Reported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
공시 • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
공시 • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: JP¥2.61 loss per share (vs JP¥7.85 loss in 2Q 2025)Second quarter 2026 results: JP¥2.61 loss per share (improved from JP¥7.85 loss in 2Q 2025). Revenue: JP¥2.61b (down 25% from 2Q 2025). Net loss: JP¥25.0m (loss narrowed 68% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
공시 • Nov 06CROOZ, Inc. to Report Q2, 2026 Results on Nov 12, 2025CROOZ, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • May 17Full year 2026 earnings released: JP¥49.12 loss per share (vs JP¥53.70 loss in FY 2025)Full year 2026 results: JP¥49.12 loss per share (improved from JP¥53.70 loss in FY 2025). Revenue: JP¥11.8b (down 17% from FY 2025). Net loss: JP¥470.0m (loss narrowed 11% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
공시 • May 14CROOZ, Inc. to Report Fiscal Year 2026 Results on May 13, 2026CROOZ, Inc. announced that they will report fiscal year 2026 results on May 13, 2026
공시 • May 13CROOZ, Inc., Annual General Meeting, Jun 26, 2026CROOZ, Inc., Annual General Meeting, Jun 26, 2026.
Reported Earnings • Feb 11Third quarter 2026 earnings released: JP¥15.47 loss per share (vs JP¥13.29 loss in 3Q 2025)Third quarter 2026 results: JP¥15.47 loss per share (further deteriorated from JP¥13.29 loss in 3Q 2025). Revenue: JP¥3.09b (down 22% from 3Q 2025). Net loss: JP¥148.0m (loss widened 15% from 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
공시 • Jan 07CROOZ, Inc. to Report Q3, 2026 Results on Feb 10, 2026CROOZ, Inc. announced that they will report Q3, 2026 results on Feb 10, 2026
분석 기사 • Jan 06Pinning Down CROOZ, Inc.'s (TSE:2138) P/S Is Difficult Right NowThere wouldn't be many who think CROOZ, Inc.'s ( TSE:2138 ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...
New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.2% operating cash flow to total debt). Earnings have declined by 42% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥5.86b market cap, or US$37.4m).
Reported Earnings • Nov 15Second quarter 2026 earnings released: JP¥2.61 loss per share (vs JP¥7.85 loss in 2Q 2025)Second quarter 2026 results: JP¥2.61 loss per share (improved from JP¥7.85 loss in 2Q 2025). Revenue: JP¥2.61b (down 25% from 2Q 2025). Net loss: JP¥25.0m (loss narrowed 68% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
공시 • Nov 06CROOZ, Inc. to Report Q2, 2026 Results on Nov 12, 2025CROOZ, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥16.62 loss per share (vs JP¥27.79 loss in 1Q 2025)First quarter 2026 results: JP¥16.62 loss per share (improved from JP¥27.79 loss in 1Q 2025). Revenue: JP¥2.77b (down 22% from 1Q 2025). Net loss: JP¥159.0m (loss narrowed 44% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 05Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공시 • Jul 02CROOZ, Inc. to Report Q1, 2026 Results on Aug 06, 2025CROOZ, Inc. announced that they will report Q1, 2026 results on Aug 06, 2025
공시 • May 22HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138).HADO Inc. acquired Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025. HADO Inc. completed the acquisition of Rank King, Inc. from CROOZ, Inc. (TSE:2138) on March 2025.
Reported Earnings • May 20Full year 2025 earnings released: JP¥53.70 loss per share (vs JP¥91.13 profit in FY 2024)Full year 2025 results: JP¥53.70 loss per share (down from JP¥91.13 profit in FY 2024). Revenue: JP¥14.2b (flat on FY 2024). Net loss: JP¥530.0m (down 153% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • May 15Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million.Boat LLC agreed to acquire StudioZ Inc from CROOZ, Inc. (TSE:2138) for ¥200 million on May 14, 2025. As part of consideration, ¥200 million is paid towards 12,000 common equity of StudioZ Inc. The expected completion of the transaction is June 2, 2025.
공시 • May 14CROOZ, Inc., Annual General Meeting, Jun 27, 2025CROOZ, Inc., Annual General Meeting, Jun 27, 2025.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (JP¥4.29b market cap, or US$29.3m).
공시 • Apr 05CROOZ, Inc. to Report Fiscal Year 2025 Results on May 14, 2025CROOZ, Inc. announced that they will report fiscal year 2025 results on May 14, 2025
New Risk • Feb 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Market cap is less than US$100m (JP¥5.88b market cap, or US$38.5m).
공시 • Feb 06CROOZ, Inc. to Report Q3, 2025 Results on Feb 12, 2025CROOZ, Inc. announced that they will report Q3, 2025 results on Feb 12, 2025
분석 기사 • Jan 24Is CROOZ (TSE:2138) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Oct 26CROOZ, Inc. to Report Q2, 2025 Results on Nov 13, 2024CROOZ, Inc. announced that they will report Q2, 2025 results on Nov 13, 2024
분석 기사 • Oct 24Does CROOZ (TSE:2138) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 09First quarter 2025 earnings released: JP¥27.79 loss per share (vs JP¥35.33 profit in 1Q 2024)First quarter 2025 results: JP¥27.79 loss per share (down from JP¥35.33 profit in 1Q 2024). Revenue: JP¥3.54b (up 3.2% from 1Q 2024). Net loss: JP¥285.0m (down 173% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 06Little Excitement Around CROOZ, Inc.'s (TSE:2138) Earnings As Shares Take 26% PoundingCROOZ, Inc. ( TSE:2138 ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.38b market cap, or US$37.8m).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥533, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 71% over the past three years.
공시 • Jun 28CROOZ, Inc. to Report Q1, 2025 Results on Aug 07, 2024CROOZ, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024
분석 기사 • May 22Additional Considerations Required While Assessing CROOZ's (TSE:2138) Strong EarningsInvestors were disappointed with CROOZ, Inc.'s ( TSE:2138 ) earnings, despite the strong profit numbers. We think that...
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥91.13 (vs JP¥22.84 in FY 2023)Full year 2024 results: EPS: JP¥91.13 (up from JP¥22.84 in FY 2023). Revenue: JP¥14.3b (up 1.9% from FY 2023). Net income: JP¥1.01b (up 297% from FY 2023). Profit margin: 7.1% (up from 1.8% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
공시 • May 16CROOZ, Inc., Annual General Meeting, Jun 27, 2024CROOZ, Inc., Annual General Meeting, Jun 27, 2024.
공시 • Mar 02CROOZ, Inc. to Report Fiscal Year 2024 Results on May 14, 2024CROOZ, Inc. announced that they will report fiscal year 2024 results on May 14, 2024
분석 기사 • Feb 26What CROOZ, Inc.'s (TSE:2138) 26% Share Price Gain Is Not Telling YouCROOZ, Inc. ( TSE:2138 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥10.07 (vs JP¥20.14 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.07 (down from JP¥20.14 in 3Q 2023). Revenue: JP¥3.76b (down 1.2% from 3Q 2023). Net income: JP¥112.0m (down 50% from 3Q 2023). Profit margin: 3.0% (down from 5.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥862, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 61% over the past three years.
공시 • Feb 13CROOZ, Inc. (TSE:2138) announces an Equity Buyback for 3,640,000 shares, representing 32.73% for ¥2,000 million.CROOZ, Inc. (JASDAQ:2138) announces a share repurchase program. Under the program, the company will repurchase up to 3,640,000 shares, representing 32.73% of its share capital, for ¥2,000 million. The purpose of the program is to carry out flexible capital policy, increase the value per share, and return profits to shareholders. The share repurchase program will run until February 13, 2025. As of December 31, 2023, the company had 11,122,418 shares outstanding (excluding treasury shares) and 1,835,182 shares in treasury.
공시 • Dec 28CROOZ, Inc. to Report Q3, 2024 Results on Feb 13, 2024CROOZ, Inc. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥60.87 (vs JP¥15.82 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥60.87 (up from JP¥15.82 loss in 2Q 2023). Revenue: JP¥3.51b (up 2.7% from 2Q 2023). Net income: JP¥677.0m (up JP¥853.0m from 2Q 2023). Profit margin: 19% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Sep 06CROOZ, Inc. to Report Q2, 2024 Results on Nov 08, 2023CROOZ, Inc. announced that they will report Q2, 2024 results on Nov 08, 2023
New Risk • Aug 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥11.2b market cap, or US$78.2m).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥35.33 (vs JP¥15.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.33 (up from JP¥15.11 in 1Q 2023). Revenue: JP¥3.43b (down 7.0% from 1Q 2023). Net income: JP¥393.0m (up 134% from 1Q 2023). Profit margin: 12% (up from 4.6% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,009, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 42% over the past three years.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥935, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 14% over the past three years.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥22.84 (vs JP¥27.87 in FY 2022)Full year 2023 results: EPS: JP¥22.84 (down from JP¥27.87 in FY 2022). Revenue: JP¥14.0b (down 9.5% from FY 2022). Net income: JP¥254.0m (down 18% from FY 2022). Profit margin: 1.8% (down from 2.0% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • May 13CROOZ, Inc., Annual General Meeting, Jun 29, 2023CROOZ, Inc., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,205, the stock trades at a trailing P/E ratio of 76.2x. Average trailing P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 3.8% over the past three years.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥20.14 (vs JP¥8.09 in 3Q 2022)Third quarter 2023 results: EPS: JP¥20.14 (up from JP¥8.09 in 3Q 2022). Revenue: JP¥3.81b (down 2.3% from 3Q 2022). Net income: JP¥224.0m (up 149% from 3Q 2022). Profit margin: 5.9% (up from 2.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: JP¥15.82 loss per share (vs JP¥4.95 profit in 2Q 2022)Second quarter 2023 results: JP¥15.82 loss per share (down from JP¥4.95 profit in 2Q 2022). Revenue: JP¥3.42b (down 14% from 2Q 2022). Net loss: JP¥176.0m (down 420% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥958, the stock trades at a trailing P/E ratio of 39x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 3.7% over the past three years.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 37% share price gain to JP¥952, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 19x in the Online Retail industry in Japan. Total loss to shareholders of 4.2% over the past three years.
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥15.11 (vs JP¥18.43 in 1Q 2022)First quarter 2023 results: EPS: JP¥15.11 (down from JP¥18.43 in 1Q 2022). Revenue: JP¥3.69b (down 7.6% from 1Q 2022). Net income: JP¥168.0m (down 18% from 1Q 2022). Profit margin: 4.6% (down from 5.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Jul 06+ 1 more updateCROOZ, Inc. to Report Q3, 2023 Results on Feb 09, 2023CROOZ, Inc. announced that they will report Q3, 2023 results on Feb 09, 2023
공시 • Jul 01CROOZ, Inc. to Report Q1, 2023 Results on Aug 09, 2022CROOZ, Inc. announced that they will report Q1, 2023 results on Aug 09, 2022
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥851, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Online Retail industry in Japan. Total loss to shareholders of 30% over the past three years.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥27.87 (vs JP¥129 in FY 2021)Full year 2022 results: EPS: JP¥27.87 (down from JP¥129 in FY 2021). Revenue: JP¥15.5b (down 57% from FY 2021). Net income: JP¥310.0m (down 78% from FY 2021). Profit margin: 2.0% (down from 4.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • May 14CROOZ, Inc., Annual General Meeting, Jun 29, 2022CROOZ, Inc., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (11 non-independent directors). External Director Fumitaka Nagai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 07CROOZ, Inc. to Report Fiscal Year 2022 Results on May 12, 2022CROOZ, Inc. announced that they will report fiscal year 2022 results on May 12, 2022
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥733, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Online Retail industry in Japan. Total loss to shareholders of 63% over the past three years.
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥8.09 (down from JP¥46.39 in 3Q 2021). Revenue: JP¥3.90b (down 62% from 3Q 2021). Net income: JP¥90.0m (down 83% from 3Q 2021). Profit margin: 2.3% (down from 5.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥4.95 (vs JP¥51.20 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.96b (down 56% from 2Q 2021). Net income: JP¥55.0m (down 90% from 2Q 2021). Profit margin: 1.4% (down from 6.4% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥18.43 (vs JP¥30.43 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2022 results: Revenue: JP¥4.00b (down 54% from 1Q 2021). Net income: JP¥205.0m (down 39% from 1Q 2021). Profit margin: 5.1% (up from 3.9% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to JP¥1,506, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Online Retail industry in Japan. Total loss to shareholders of 31% over the past three years.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥129 (vs JP¥50.25 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥35.7b (up 5.1% from FY 2020). Net income: JP¥1.43b (up JP¥1.99b from FY 2020). Profit margin: 4.0% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Mar 04CROOZ, Inc. to Report Fiscal Year 2021 Results on May 13, 2021CROOZ, Inc. announced that they will report fiscal year 2021 results on May 13, 2021
분석 기사 • Mar 01These 4 Measures Indicate That CROOZ (TYO:2138) Is Using Debt SafelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 33% share price gain to JP¥2,215, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 22x in the Online Retail industry in Japan. Total returns to shareholders over the past three years were flat.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥46.39 (vs JP¥6.75 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥10.3b (up 11% from 3Q 2020). Net income: JP¥516.0m (up JP¥591.0m from 3Q 2020). Profit margin: 5.0% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 10New 90-day high: JP¥1,670The company is up 17% from its price of JP¥1,422 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 12% over the same period.
분석 기사 • Jan 30If You Had Bought CROOZ's (TYO:2138) Shares Three Years Ago You Would Be Down 51%The truth is that if you invest for long enough, you're going to end up with some losing stocks. But the last three...
분석 기사 • Jan 09Should We Be Cautious About CROOZ, Inc.'s (TYO:2138) ROE Of 7.0%?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
분석 기사 • Dec 19How Much Of CROOZ, Inc. (TYO:2138) Do Insiders Own?The big shareholder groups in CROOZ, Inc. ( TYO:2138 ) have power over the company. Insiders often own a large chunk of...
분석 기사 • Nov 28Here's Why We Think CROOZ's (TYO:2138) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said...
Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥51.20The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥8.95b (down 5.4% from 2Q 2020). Net income: JP¥569.0m (up JP¥600.0m from 2Q 2020). Profit margin: 6.4% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 30New 90-day low: JP¥1,349The company is down 7.0% from its price of JP¥1,447 on 31 July 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 14% over the same period.
공시 • Aug 12Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million.Hack Japan Holdings Co., Ltd. signed a share transfer agreement to acquire Candle inc. from CROOZ, Inc. (JASDAQ:2138) for approximately ¥200 million on August 11, 2020. As reported, CROOZ, Inc. will transfer 43,206 shares in Candle inc. and will hold no shares in Candle inc. post transaction. For the year ending March 2020, Candle inc. reported net worth of ¥108 million, total assets of ¥167.9 million, sales of ¥247.3 million, operating loss ¥14 million and net loss of ¥17.1 million. The Board of Directors meeting of CROOZ, Inc. resolved the transaction on August 11, 2020. The business transfer execution date is September 30, 2020.