COVER Framtida tillväxt
Future kriterier kontrolleras 5/6
COVER förväntas öka intäkter och intäkter med 29.7% respektive 11.7% per år. EPS förväntas tillväxt med 30.1% per år. Avkastningen på eget kapital förväntas bli 24.4% om 3 år.
Viktig information
29.7%
Tillväxttakt i vinsten
30.05%
Tillväxttakt för EPS
| Entertainment vinsttillväxt | 6.6% |
| Intäkternas tillväxttakt | 11.7% |
| Framtida avkastning på eget kapital | 24.40% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 14 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Analysartikel • 15h
Some Investors May Be Willing To Look Past COVER's (TSE:5253) Soft Earnings
COVER Corporation's ( TSE:5253 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Uppdatering av berättelse • May 21
(Reissued due to editing errors in previous update)
(Fair Value adjusted to 13%, matching in-line with company Net Revenue forecast and accounting for a conservative outlook due to current headwinds.) Multi-model Intrinsic Value estimates: EPV: ¥1291 EV/EBITDA (Relative): ¥1480 P/E (Relative): ¥1150 DCF - EBITDA Exit: ¥2280 DCF - Growth Exit: ¥3640 Major headwinds: Rebounding by salvaging applicable technology from HoloEarth Reallocation of resources, staff or evaluation of necessary workforce reduction SG&A Continues to grow as management believes more talent managers and support staff or needed to make their talent more productive. Several new labor laws and standards came into effect in 2026 directly affecting Entrusted Business Operators (AKA the talent/VTubers) - These laws require companies be in compliance and in some cases, significantly their signed agreements which can significantly affect future terms and agreements made with the company.Uppdatering av berättelse • May 18
Large 1 time write downs clears FY27 and F28 for refocused direction
(Fair Value adjusted to 13%, matching in-line with company Net Revenue forecast and accounting for a conservative outlook due to current headwinds.) Multi-model Intrinsic Value estimates: EPV: ¥1291 EV/EBITDA (Relative): ¥1480 P/E (Relative): ¥1150 DCF - EBITDA Exit: ¥2280 DCF - Growth Exit: ¥3640 Major headwinds: Rebounding by salvaging applicable technology from HoloEarth Reallocation of resources, staff or evaluation of necessary workforce reduction SG&A Continues to grow as management believes more talent managers and support staff or needed to make their talent more productive. Several new labor laws and standards came into effect in 2026 directly affecting Entrusted Business Operators (AKA the talent/VTubers) - These laws require companies be in compliance and in some cases, significantly their signed agreements which can significantly affect future terms and agreements made with the company.Ny berättelse • May 14
Significant headwinds will temper expectations for FY2027
12-month forecast for 2026-2027: 1150-1480 Yen a share DCF 5 year Exit forecast: 2280-3640 Yen a share Cover Corporation's annual fiscal report was soul crushing as missteps from management, wasted production time and unfocused effort all led to a significant amount of waste in workloads and investment potential. Cover's "Metaverse" project with HoloEarth is officially dead in the water and will be discontinued after spending over 3 Billion Yen in development/support costs over the past 2 1/2 years.Uppdatering av berättelse • Apr 28
Trading Multiple Forecast shows decreased Faire Value
Current P/E models project Cover Corporation's fair price at approximately 1466 JPY with a 6.6% upside. EV / EBITDA models are bearish with Cover's fair price at current levels hovering 1333 to 1376 JPY with a -3.1% upside.Uppdatering av berättelse • Apr 04
Margin compression will persist through FY 2028
*Effects of joint venture between Cover Corporation and NERD Inc expected to add margin compression no greater than 9% but worth watching given current spending levels.* News and statements made over the past 7 days have raised news doubts regarding the sticker price of Cover Corporation over the next 2-5 years. With new Japanese laws implemented in 2026 upending overwhelming control between talent and company, combined with the joint venture announcement between Cover and private talent management agency NERD Inc., the blindsiding announcement related to their male talent group "Holostars" shortly after the beginning of their new fiscal year shows a winding down of current contracts and expected exits sans further announcements over transition or control of management to a similar joint venture company or agency.Uppdatering av berättelse • Feb 12
Mixed signals; potential hints of year end miss
Q3 delivered a mixed result picture with increased foreshadowing of risk over the next 6 weeks. Total revenue fell short of analyst forecasts while forecasted EPS beat its target.Uppdatering av berättelse • Jan 09
Price cliff ahead! Watch the short selling
Price (Valuation): unchanged Rationale: Valuation update " Investor sentiment improves as stock rises 26%" is severely misleading. Updated "Investor sentiment" is from major short selling ahead of Cover Corporation's Q3 report.Uppdatering av berättelse • Jan 08
Q3 Déjà vu?
Current short term "Fair Value" price maintained at 1.72k. Long term Fair Value and price forecast will depend on the results from their Q3 report.Uppdatering av berättelse • Dec 20
Cover approaching critical Q3 report
Cover continues to lavishly spend while failing to produce any trackable data involving current live services still under development (ie. HoloEarth, Hololive RECORDS, and their (third) attempt at a "Fanclub" premium service).Analysartikel • Nov 20
There Are Some Holes In COVER's (TSE:5253) Solid Earnings Release
Investors appear disappointed with COVER Corporation's ( TSE:5253 ) recent earnings, despite the decent statutory...Analysartikel • Jun 12
Here's Why We Think COVER (TSE:5253) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analysartikel • May 21
COVER's (TSE:5253) Earnings Are Built On Soft Foundations
Investors appear disappointed with COVER Corporation's ( TSE:5253 ) recent earnings, despite the decent statutory...Analysartikel • Apr 30
Capital Investments At COVER (TSE:5253) Point To A Promising Future
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Analysartikel • Apr 08
What You Can Learn From COVER Corporation's (TSE:5253) P/E After Its 25% Share Price Crash
COVER Corporation ( TSE:5253 ) shareholders that were waiting for something to happen have been dealt a blow with a 25...Analysartikel • Nov 19
We Think You Should Be Aware Of Some Concerning Factors In COVER's (TSE:5253) Earnings
Following the solid earnings report from COVER Corporation ( TSE:5253 ), the market responded by bidding up the stock...Analysartikel • Aug 12
The Price Is Right For COVER Corporation (TSE:5253) Even After Diving 29%
COVER Corporation ( TSE:5253 ) shareholders won't be pleased to see that the share price has had a very rough month...Analysartikel • Jun 24
COVER Corporation's (TSE:5253) P/E Is Still On The Mark Following 31% Share Price Bounce
Those holding COVER Corporation ( TSE:5253 ) shares would be relieved that the share price has rebounded 31% in the...Analysartikel • May 14
With EPS Growth And More, COVER (TSE:5253) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analysartikel • Apr 21
Why We're Not Concerned Yet About COVER Corporation's (TSE:5253) 26% Share Price Plunge
COVER Corporation ( TSE:5253 ) shareholders that were waiting for something to happen have been dealt a blow with a 26...Analysartikel • Apr 16
COVER Corporation's (TSE:5253) Intrinsic Value Is Potentially 68% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, COVER fair value estimate is JP¥3,193 COVER's JP¥1,905 share...Analysartikel • Mar 07
COVER Corporation's (TSE:5253) Share Price Matching Investor Opinion
With a price-to-earnings (or "P/E") ratio of 38.1x COVER Corporation ( TSE:5253 ) may be sending very bearish signals...Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 3/31/2029 | 68,000 | 9,900 | 9,500 | 12,600 | 1 |
| 3/31/2028 | 67,285 | 8,840 | 7,797 | 11,010 | 6 |
| 3/31/2027 | 55,535 | 6,772 | 6,000 | 8,937 | 3 |
| 3/31/2026 | 49,330 | 3,016 | 4,669 | 7,204 | N/A |
| 12/31/2025 | 49,219 | 5,709 | N/A | N/A | N/A |
| 9/30/2025 | 48,051 | 5,438 | 2,802 | 5,335 | N/A |
| 6/30/2025 | 46,614 | 5,632 | N/A | N/A | N/A |
| 3/31/2025 | 43,401 | 5,559 | 2,810 | 5,285 | N/A |
| 12/31/2024 | 39,804 | 5,289 | N/A | N/A | N/A |
| 9/30/2024 | 34,994 | 4,600 | 2,731 | 4,881 | N/A |
| 6/30/2024 | 31,440 | 4,136 | N/A | N/A | N/A |
| 3/31/2024 | 30,166 | 4,137 | 1,069 | 4,765 | N/A |
| 12/31/2023 | 26,874 | 3,852 | N/A | N/A | N/A |
| 3/31/2023 | 20,451 | 2,508 | 2,504 | 4,866 | N/A |
| 3/31/2022 | 13,663 | 1,244 | N/A | N/A | N/A |
| 3/31/2021 | 5,724 | 1,220 | N/A | N/A | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: 5253 s prognostiserade vinsttillväxt ( 29.7% per år) är över sparkvoten ( 0.8% ).
Resultat vs marknad: 5253 s intäkter ( 29.7% per år) förväntas växa snabbare än marknaden för JP ( 8.6% per år).
Höga tillväxtresultat: 5253 s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: 5253 s intäkter ( 11.7% per år) förväntas växa snabbare än JP marknaden ( 5.3% per år).
Hög tillväxtintäkter: 5253 s intäkter ( 11.7% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: 5253 s avkastning på eget kapital förväntas bli hög om 3 år ( 24.4 %)
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/22 13:00 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2026/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
COVER Corporation bevakas av 9 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Kazuki Sakaguchi | Daiwa Securities Co. Ltd. |
| Norihiro Miyazaki | Goldman Sachs |
| Yasuyoshi Mimura | Ichiyoshi Research Institute Inc. |