Stock Analysis

Kamigumi Co., Ltd. Beat Revenue Forecasts By 6.3%: Here's What Analysts Are Forecasting Next

The quarterly results for Kamigumi Co., Ltd. (TSE:9364) were released last week, making it a good time to revisit its performance. Results overall were respectable, with statutory earnings of JP¥258 per share roughly in line with what the analysts had forecast. Revenues of JP¥73b came in 6.3% ahead of analyst predictions. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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TSE:9364 Earnings and Revenue Growth August 14th 2025

Taking into account the latest results, Kamigumi's three analysts currently expect revenues in 2026 to be JP¥285.6b, approximately in line with the last 12 months. Statutory earnings per share are forecast to reduce 2.5% to JP¥267 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥284.4b and earnings per share (EPS) of JP¥265 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

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The analysts reconfirmed their price target of JP¥4,400, showing that the business is executing well and in line with expectations. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Kamigumi at JP¥4,600 per share, while the most bearish prices it at JP¥4,200. This is a very narrow spread of estimates, implying either that Kamigumi 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 Kamigumi's past performance and to peers in the same industry. The analysts are definitely expecting Kamigumi's growth to accelerate, with the forecast 0.9% annualised growth to the end of 2026 ranking favourably alongside historical growth of 0.6% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 5.8% annually. So it's clear that despite the acceleration in growth, Kamigumi is expected to grow meaningfully slower than the industry average.

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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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse 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.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Kamigumi going out to 2028, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for Kamigumi that you need to take into consideration.

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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.