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KAYAC, Inc. (JP:3904)
:3904
Japanese Market
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KAYAC, Inc. (3904) Price & Analysis

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3904 Stock Chart & Stats

¥411.00
-¥5.00(-1.21%)
At close: 4:00 PM EDT
¥411.00
-¥5.00(-1.21%)

Bulls Say, Bears Say

Bulls Say
Revenue RecoveryThe return to double-digit revenue growth indicates that KAYAC can restore demand after a weaker period. Sustained growth would improve operating leverage and support broader monetization across its digital services and gaming-related offerings.
Healthy Gross MarginA resilient gross margin provides a durable cushion for product development, marketing, and other operating costs. It suggests the company retains favorable economics in its digital-service activities even though downstream profitability has not fully recovered.
Manageable Balance SheetModerate leverage and a growing equity base support financial resilience and reduce dependence on external funding. This gives KAYAC flexibility to maintain operations and invest in its online services while debt remains manageable.
Bears Say
Profitability Below Historical PeaksThe recovery in earnings is encouraging, but margins remain materially below prior strengths. This indicates that profitability is still sensitive to cost pressure or business mix, limiting the durability of earnings until operating margins normalize.
Volatile Cash ConversionThe return to positive cash generation is a clear improvement, but the sharp year-to-year swing shows inconsistent conversion from accounting earnings. Working-capital and capital-expenditure volatility could constrain reinvestment and shareholder returns.
Less Conservative LeverageAlthough leverage remains manageable, the balance sheet is less conservative than it was in 2023. Higher debt reduces financial flexibility and could amplify pressure if growth weakens or cash conversion remains inconsistent.

3904 FAQ

What was KAYAC, Inc.’s price range in the past 12 months?
KAYAC, Inc. lowest stock price was ¥374.00 and its highest was ¥606.00 in the past 12 months.
    What is KAYAC, Inc.’s market cap?
    KAYAC, Inc.’s market cap is ¥6.91B.
      When is KAYAC, Inc.’s upcoming earnings report date?
      KAYAC, Inc.’s upcoming earnings report date is Nov 16, 2026 which is in 84 days.
        How were KAYAC, Inc.’s earnings last quarter?
        KAYAC, Inc. released its earnings results on Aug 14, 2026. The company reported ¥1.51 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          Is KAYAC, Inc. overvalued?
          According to Wall Street analysts KAYAC, Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does KAYAC, Inc. pay dividends?
            KAYAC, Inc. pays a Annually dividend of ¥7.77 which represents an annual dividend yield of 0.91%. See more information on KAYAC, Inc. dividends here
              What is KAYAC, Inc.’s EPS estimate?
              KAYAC, Inc.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does KAYAC, Inc. have?
              KAYAC, Inc. has 16,108,800 shares outstanding.
                What happened to KAYAC, Inc.’s price movement after its last earnings report?
                KAYAC, Inc. reported an EPS of ¥1.51 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 2.158%.
                  Which hedge fund is a major shareholder of KAYAC, Inc.?
                  Currently, no hedge funds are holding shares in JP:3904
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    KAYAC, Inc.

                    KAYAC Inc. is a Japanese company primarily focused on the gaming industry. It manages various platforms, including Lobi, a community for gamers, and Tonamel, a system that assists organizers with managing tournaments. The company also supports esports through its Well Played brand, providing services such as event planning, management, distribution, and production. In addition to its gaming ventures, KAYAC offers Pla-cole, a matching service connecting couples with wedding planners, alongside other diverse services encompassing home funerals, real estate, and trading. The company was founded in 1998 and is headquartered in Kamakura, Japan.

                    KAYAC, Inc. (3904) Earnings & Revenues

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