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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 Recovery And GrowthA clear revenue rebound in 2025 demonstrates the business can restore top-line momentum after a down year, supporting scale benefits and indicating resilient end-market demand. Durable revenue growth helps absorb fixed costs and underpins multi-quarter margin recovery and investment capacity.
Consistently Healthy Gross MarginsSustained gross margins above 50% signal structural product/service profitability and pricing power in its digital/gaming offerings. High gross margins provide a durable cushion for operating leverage, making long-term profitability less dependent on volatile SG&A swings.
Manageable Leverage, Improving ReturnsModerate debt levels and rising ROE indicate balance-sheet resilience and improving capital efficiency. The combination of manageable leverage and equity growth supports strategic flexibility for product investment or M&A while limiting financing stress through medium-term cycles.
Bears Say
Cash-flow VolatilityVolatile cash conversion undermines sustainable funding for capex, R&D and shareholder returns. When FCF covers only half of net income, earnings quality is weaker and the company may need external financing during downturns, reducing long-term financial flexibility.
Margins Still Below Prior PeaksWhile margins recovered, they remain materially below earlier peak levels, suggesting structural pressure from cost, product mix, or competitive dynamics. Persistent margin gap limits free cash generation and makes profits more sensitive to revenue volatility over the medium term.
Balance Sheet Less Conservative Than 2023Rising debt since 2023 reduces the company's financial conservatism and available cushion in downturns. Higher leverage increases interest and refinancing risk, which could constrain strategic choices if cash conversion remains inconsistent or if growth requires additional capital.

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 ¥6.67B.
      When is KAYAC, Inc.’s upcoming earnings report date?
      KAYAC, Inc.’s upcoming earnings report date is Aug 14, 2026 which is in 14 days.
        How were KAYAC, Inc.’s earnings last quarter?
        KAYAC, Inc. released its earnings results on May 14, 2026. The company reported ¥12.02 earnings per share for the quarter, beating the consensus estimate of N/A by ¥12.02.
          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 ¥3.9 which represents an annual dividend yield of 0.96%. 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 ¥12.02 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 2.975%.
                  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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