Kakaku.com runs Japan's dominant price-comparison and review sites, including Kakaku.com and Tabelog, earning referral and advertising fees from merchants that route customers through its pages. Its moat is the scale of its traffic and user-generated review base, which makes it the default starting point for Japanese consumers shopping for electronics, insurance and restaurants. Revenue grew 17.0% over the last reported year, and with a 26.8% operating margin and a 30.6% return on equity, the business is converting that growth into unusually high profitability. The stock trades at 40.2 times trailing earnings and 30.3 times forward, so the market is paying a premium for durability that the next few reporting periods will need to confirm. The pressing question for a deeper look is whether the 17% top-line growth holds as the company pushes further into insurance comparison and advertising, and whether margins can stay near 27% as those newer lines scale.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥3750 | first publication | ¥3761 |
Answered from Kakaku.com, Inc. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 2371.T Kakaku.com, Inc. | ¥3760.00 | - | - | 40.3x | 30.6% | 89 | 70 |
| RMV.L Rightmove plc | £5.39 | £4 | 29% above | 19.2x | 282.4% | 100 | 69 |
| JOYY JOYY Inc. American Depositary Shares | $83.35 | $77 | 8% above | 20.2x | -25.5% | 47 | 67 |
| BILI Bilibili Inc. American Depositary Shares | $13.48 | $14 | 1% below | 26.4x | 10.1% | 52 | 55 |
| AUTO.L Autotrader Group plc | £5.42 | £5 | 4% above | 16.1x | 60.2% | 96 | 64 |
| 9626.HK Bilibili Inc. | HK$106.20 | HK$123 | 14% below | 26.6x | 10.1% | 52 | 54 |
| SEK.AX SEEK Limited | A$13.69 | A$7 | 88% above | - | -12.7% | 52 | 55 |
Where 2371.T ranks against its sector peers on each metric.