Analyst Estimates: Here's What Brokers Think Of Kakaku.com, Inc. (TSE:2371) After Its Half-Yearly Report

There's been a notable change in appetite for Kakaku.com, Inc. (TSE:2371) shares in the week since its half-year report, with the stock down 10% to JP¥2,466. Revenues of JP¥45b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at JP¥21.95, missing estimates by 2.9%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Following the latest results, Kakaku.com's twelve analysts are now forecasting revenues of JP¥94.8b in 2026. This would be a decent 9.1% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 3.4% to JP¥104. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥94.9b and earnings per share (EPS) of JP¥104 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

See our latest analysis for Kakaku.com

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥3,070. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Kakaku.com at JP¥3,500 per share, while the most bearish prices it at JP¥2,800. This is a very narrow spread of estimates, implying either that Kakaku.com is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Kakaku.com's past performance and to peers in the same industry. The analysts are definitely expecting Kakaku.com's growth to accelerate, with the forecast 19% annualised growth to the end of 2026 ranking favourably alongside historical growth of 11% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 7.5% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Kakaku.com to grow faster than the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Kakaku.com going out to 2028, and you can see them free on our platform here..

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Kakaku.com that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.