UACJ Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
A week ago, UACJ Corporation (TSE:5741) came out with a strong set of first-quarter numbers that could potentially lead to a re-rate of the stock. UACJ delivered a significant beat to revenue and earnings per share (EPS) expectations, hitting JP¥377b-16% above indicated-andJP¥198-224% above forecasts- respectively This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Taking into account the latest results, the most recent consensus for UACJ from six analysts is for revenues of JP¥1.37t in 2027. If met, it would imply a satisfactory 5.4% increase on its revenue over the past 12 months. Statutory earnings per share are expected to dive 41% to JP¥239 in the same period. Before this earnings report, the analysts had been forecasting revenues of JP¥1.34t and earnings per share (EPS) of JP¥234 in 2027. So there seems to have been a moderate uplift in sentiment following the latest results, given the upgrades to both revenue and earnings per share forecasts for next year.
See our latest analysis for UACJ
Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of JP¥3,202, suggesting that the forecast performance does not have a long term impact on the company's valuation. 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 UACJ at JP¥4,050 per share, while the most bearish prices it at JP¥2,700. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the UACJ's past performance and to peers in the same industry. We would highlight that UACJ's revenue growth is expected to slow, with the forecast 7.3% annualised growth rate until the end of 2027 being well below the historical 9.9% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 3.8% per year. So it's pretty clear that, while UACJ's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
The Bottom Line
The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards UACJ following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at JP¥3,202, with the latest estimates not enough to have an impact on their price targets.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for UACJ going out to 2029, and you can see them free on our platform here.
We don't want to rain on the parade too much, but we did also find 4 warning signs for UACJ (2 are significant!) that you need to be mindful of.
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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.