Reported Earnings • Jul 31
First quarter 2027 earnings: EPS and revenues miss analyst expectations First quarter 2027 results: JP¥9.59 loss per share (down from JP¥7.10 profit in 1Q 2026). Revenue: JP¥14.2b (up 8.9% from 1Q 2026). Net loss: JP¥281.0m (down 235% from profit in 1Q 2026). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Healthcare industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings. New Risk • Jul 04
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 39% 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 Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Announcement • Jun 03
CUC Inc. to Report Q1, 2027 Results on Jul 30, 2026 CUC Inc. announced that they will report Q1, 2027 results on Jul 30, 2026 Major Estimate Revision • May 08
Consensus EPS estimates fall by 61%, revenue upgraded The consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast increased from JP¥61.3b to JP¥63.3b. EPS estimate fell from JP¥94.84 to JP¥37.18 per share. Net income forecast to shrink 62% next year vs 6.5% growth forecast for Healthcare industry in Japan . Consensus price target of JP¥1,000 unchanged from last update. Share price fell 9.1% to JP¥705 over the past week. Valuation Update With 7 Day Price Move • May 07
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥718, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Healthcare industry in Japan. Total loss to shareholders of 31% over the past year. Reported Earnings • May 01
Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2026 results: EPS: JP¥97.36 (down from JP¥107 in FY 2025). Revenue: JP¥54.4b (up 16% from FY 2025). Net income: JP¥2.85b (down 8.8% from FY 2025). Profit margin: 5.3% (down from 6.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 5.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Healthcare industry in Japan. Announcement • Apr 30
CUC Inc., Annual General Meeting, Jun 25, 2026 CUC Inc., Annual General Meeting, Jun 25, 2026. Announcement • Apr 21
CUC Inc. to Report Fiscal Year 2026 Results on Apr 30, 2026 CUC Inc. announced that they will report fiscal year 2026 results on Apr 30, 2026 Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,008, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Healthcare industry in Japan. Total loss to shareholders of 12% over the past year. Major Estimate Revision • Feb 09
Consensus EPS estimates fall by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥56.6b to JP¥55.4b. EPS estimate also fell from JP¥98.76 per share to JP¥86.84 per share. Net income forecast to grow 48% next year vs 16% growth forecast for Healthcare industry in Japan. Consensus price target down from JP¥1,200 to JP¥1,050. Share price rose 13% to JP¥914 over the past week. Price Target Changed • Feb 03
Price target decreased by 13% to JP¥1,050 Down from JP¥1,200, the current price target is provided by 1 analyst. New target price is 17% above last closing price of JP¥900. Stock is down 39% over the past year. The company is forecast to post earnings per share of JP¥100 for next year compared to JP¥107 last year. Announcement • Nov 29
CUC Inc. to Report Q3, 2026 Results on Feb 02, 2026 CUC Inc. announced that they will report Q3, 2026 results on Feb 02, 2026 Reported Earnings • Nov 12
Second quarter 2026 earnings: EPS and revenues miss analyst expectations Second quarter 2026 results: EPS: JP¥13.78 (down from JP¥35.58 in 2Q 2025). Revenue: JP¥13.3b (up 21% from 2Q 2025). Net income: JP¥404.0m (down 61% from 2Q 2025). Profit margin: 3.0% (down from 9.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Healthcare industry in Japan. Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,271, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Healthcare industry in Japan. Total loss to shareholders of 25% over the past year. Announcement • Sep 02
CUC Inc. to Report Q2, 2026 Results on Nov 10, 2025 CUC Inc. announced that they will report Q2, 2026 results on Nov 10, 2025 Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,227, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Healthcare industry in Japan. Total loss to shareholders of 25% over the past year. New Risk • Aug 05
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 8.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.9% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (4.8% net profit margin). Reported Earnings • Aug 05
First quarter 2026 earnings: EPS and revenues miss analyst expectations First quarter 2026 results: EPS: JP¥7.10 (down from JP¥32.95 in 1Q 2025). Revenue: JP¥13.0b (up 23% from 1Q 2025). Net income: JP¥208.0m (down 79% from 1Q 2025). Profit margin: 1.6% (down from 9.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 71%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Healthcare industry in Japan. New Risk • Jun 12
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.3% average weekly change). Announcement • Jun 03
CUC Inc. to Report Q1, 2026 Results on Aug 04, 2025 CUC Inc. announced that they will report Q1, 2026 results on Aug 04, 2025 Valuation Update With 7 Day Price Move • May 05
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to JP¥1,022, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Healthcare industry in Japan. Total loss to shareholders of 34% over the past year. Reported Earnings • Apr 29
Full year 2025 earnings: Revenues and EPS in line with analyst expectations Full year 2025 results: EPS: JP¥107 (up from JP¥93.98 in FY 2024). Revenue: JP¥47.0b (up 42% from FY 2024). Net income: JP¥3.13b (up 21% from FY 2024). Profit margin: 6.7% (down from 7.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Healthcare industry in Japan. Announcement • Apr 28
CUC Inc., Annual General Meeting, Jun 27, 2025 CUC Inc., Annual General Meeting, Jun 27, 2025. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥1,142, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Healthcare industry in Japan. Total loss to shareholders of 53% over the past year. New Risk • Mar 25
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (7.5% average weekly change). Announcement • Mar 04
CUC Inc. to Report Fiscal Year 2025 Results on Apr 28, 2025 CUC Inc. announced that they will report fiscal year 2025 results on Apr 28, 2025 Reported Earnings • Jan 30
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: JP¥25.96 (up from JP¥15.73 in 3Q 2024). Revenue: JP¥13.0b (up 62% from 3Q 2024). Net income: JP¥761.0m (up 65% from 3Q 2024). Profit margin: 5.9% (up from 5.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 2.3%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Healthcare industry in Japan. Announcement • Jan 17
CUC Inc. to Report Q3, 2025 Results on Jan 29, 2025 CUC Inc. announced that they will report Q3, 2025 results on Jan 29, 2025 Reported Earnings • Oct 29
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: JP¥35.58 (up from JP¥19.12 in 2Q 2024). Revenue: JP¥11.0b (up 43% from 2Q 2024). Net income: JP¥1.04b (up 87% from 2Q 2024). Profit margin: 9.5% (up from 7.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 149%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Healthcare industry in Japan. Valuation Update With 7 Day Price Move • Oct 29
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to JP¥1,945, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Healthcare industry in Japan. Total loss to shareholders of 25% over the past year. Price Target Changed • Oct 29
Price target increased by 8.3% to JP¥2,600 Up from JP¥2,400, the current price target is provided by 1 analyst. New target price is 34% above last closing price of JP¥1,945. Stock is down 25% over the past year. The company is forecast to post earnings per share of JP¥106 for next year compared to JP¥93.98 last year. Announcement • Oct 01
CUC Inc. to Report Q2, 2025 Results on Oct 28, 2024 CUC Inc. announced that they will report Q2, 2025 results on Oct 28, 2024 Announcement • Sep 26
CUC Inc. (TSE:9158) agreed to acquire Noah Konzer Co., Ltd. from AW Anomaly Co.,Ltd, Keiko Kawajiri and Akihiro Wakatsuki for approximately ¥280 million. CUC Inc. (TSE:9158) agreed to acquire Noah Konzer Co., Ltd. from AW Anomaly Co.,Ltd, Keiko Kawajiri and Akihiro Wakatsuki for approximately ¥280 million on September 25, 2024. As part of transaction AW Anomaly Co.,Ltd, will sell 54.8% Keiko Kawajiri will sell 32.7% and Akihiro Wakatsuki will sell 12.4% stake. For the period ended January 31, 2024 Noah Konzer Co., Ltd. reported net assets of ¥4.6 billion, total assets of ¥16 billion, revenue of ¥6.6 billion, operating profit of ¥440 million and net income of ¥351 million. The transaction has been approved by the Board of CUC Inc. and is expected to be completed in early October. Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,709, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Healthcare industry in Japan. Total loss to shareholders of 42% over the past year. Reported Earnings • Jul 26
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: JP¥32.95 (up from JP¥21.27 in 1Q 2024). Revenue: JP¥10.6b (up 38% from 1Q 2024). Net income: JP¥966.0m (up 100% from 1Q 2024). Profit margin: 9.1% (up from 6.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 97%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Healthcare industry in Japan. Valuation Update With 7 Day Price Move • Jul 25
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥1,880, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Healthcare industry in Japan. Total loss to shareholders of 38% over the past year. Announcement • Jul 24
Cuc Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025 CUC Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects revenue of JPY 42,900 million, Operating profit of JPY 4,000 million, net income of JPY 2,300 million, net income attributable to CUC shareholders of JPY 2,200 million and basic earnings per share JPY 75.05 . Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,444, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Healthcare industry in Japan. Total loss to shareholders of 57% over the past year. Announcement • Jun 28
CUC Inc. to Report Q1, 2025 Results on Jul 24, 2024 CUC Inc. announced that they will report Q1, 2025 results on Jul 24, 2024 Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥1,400, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Healthcare industry in Japan. Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥1,850, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Healthcare industry in Japan. Valuation Update With 7 Day Price Move • May 01
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to JP¥1,569, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Healthcare industry in Japan. Major Estimate Revision • May 01
Consensus EPS estimates fall by 16%, revenue upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥41.9b to JP¥43.1b. EPS estimate fell from JP¥95.54 to JP¥80.61 per share. Net income forecast to shrink 9.0% next year vs 13% growth forecast for Healthcare industry in Japan . Consensus price target down from JP¥3,100 to JP¥2,700. Share price fell 28% to JP¥1,569 over the past week. Announcement • Apr 25
CUC Inc., Annual General Meeting, Jun 27, 2024 CUC Inc., Annual General Meeting, Jun 27, 2024. Announcement • Mar 02
CUC Inc. to Report Fiscal Year 2024 Results on Apr 24, 2024 CUC Inc. announced that they will report fiscal year 2024 results on Apr 24, 2024 Announcement • Dec 28
CUC Inc. to Report Q3, 2024 Results on Jan 29, 2024 CUC Inc. announced that they will report Q3, 2024 results on Jan 29, 2024 Valuation Update With 7 Day Price Move • Dec 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥2,231, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Healthcare industry in Japan. Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥2,928, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the Healthcare industry in Japan. Reported Earnings • Oct 28
Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2024 results: EPS: JP¥21.50 (up from JP¥12.72 in 2Q 2023). Revenue: JP¥7.68b (down 1.1% from 2Q 2023). Net income: JP¥557.0m (up 100% from 2Q 2023). Profit margin: 7.2% (up from 3.6% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 82%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Healthcare industry in Japan. Announcement • Oct 26
CUC Inc. Provides Consolidated Financial Results Forecast for the Fiscal Year Ending March 31, 2024 CUC Inc. provided consolidated financial results forecast for the fiscal year ending March 31, 2024. For the year, the company expects revenue of JPY 31,864 million, Operating profit of JPY 3,444 million, net income of JPY 2,023 million, net income attributable to CUC shareholders of JPY 2,033 million and basic earnings per share JPY 75.47. Board Change • Oct 26
Less than half of directors are independent Following 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. 6 non-independent directors. Independent Outside Director Yuki Mitsuhara was the last independent 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. Announcement • Sep 14
CUC Inc. to Report Q2, 2024 Results on Oct 25, 2023 CUC Inc. announced that they will report Q2, 2024 results on Oct 25, 2023 Announcement • Jul 27
CUC Inc. Announces Changes in Reportable Segments CUC Inc. announced that Until the previous fiscal year, CUC group aggregated In-home Nursing business and Hospice business as In-home Nursing/Hospice segment considering the similarity of services and long-term profitability. Therefore, CUC has changed the reportable segments from "Management Support" and "In-home Nursing/Hospice" to "Management Support", "Hospice" and "In-home Nursing" from the first quarter of the fiscal year ending March 31, 2024. Reported Earnings • Jul 27
First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2024 results: EPS: JP¥21.27. Net income: JP¥482.0m (up JP¥482.0m from 1Q 2023). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 9.5%. Valuation Update With 7 Day Price Move • Jul 20
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥2,832, the stock trades at a trailing P/E ratio of 33.9x. Average trailing P/E is 16x in the Healthcare industry in Japan. Announcement • Jun 30
CUC Inc. to Report Q1, 2024 Results on Jul 26, 2023 CUC Inc. announced that they will report Q1, 2024 results on Jul 26, 2023 Announcement • Jun 21
CUC Inc. has completed an IPO in the amount of ¥12.288 billion. CUC Inc. has completed an IPO in the amount of ¥12.288 billion.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 3,088,000
Price\Range: ¥1920
Discount Per Security: ¥124.8
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 3,312,000
Price\Range: ¥1920
Discount Per Security: ¥124.8 Board Change • Jun 21
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). Outside Director Ryoichi Yonemura was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. 
