Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
8869.T
HOLDREMOVEGet insider-trade alertsMeiwa Estate Company Limited · Real Estate · Japan · $113M · Avg Vol: $365K/d
Meiwa Estate is a Japanese real estate developer. It is highly leveraged, cyclical, and lacks the asset-light compounding characteristics we require.
COMPANY DESCRIPTION
Meiwa Estate Company Limited develops, sells, and manages high-quality residential condominiums, primarily under the "Clio" brand. The company maintains a strong market position in the Tokyo metropolitan and Kanagawa areas, targeting urban families and professionals. It operates a vertically integrated business model, ensuring consistent revenue streams through its post-sale property management and renovation services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 353.8M | 385.4M | 440.7M | 494.2M | 11.8% |
| EPS | 0.68 | 1.16 | 0.73 | 0.76 | 3.9% |
| Shares | 24.9M | 23.4M | 23.4M | 23.4M | -5.8% |
| Debt | 300.9M | 357.8M | 365.1M | 536.9M | 21.3% |
| Equity | 164.3M | 185.5M | 197.7M | 210.1M | 8.5% |
| Op CF | -42.6M | 2.6M | -11.3M | -206.4M | — |
| Inv CF | -0.3M | -14.9M | 15.1M | -36.1M | — |
| Fin CF | 74.7M | 51.6M | 0.9M | 165.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 8869.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 8869.T | Meiwa Estate Company Limited(you) | $113M | 45 | HOLD |
| 5537.T | ALBALINK CO LTD | $134M | 48 | HOLD |
| 5535.T | MIGALO HOLDINGS Inc. | $98M | 50 | HOLD |
| 2970.T | Glc Group,Inc. | $117M | 54 | HOLD |
| 2991.T | LANDNET Inc. | $83M | 48 | HOLD |
| 5532.T | Realgate Inc. | $128M | 37 | HOLD |
| 3300.T | AMBITION DX HOLDINGS Co., Ltd. | $97M | 52 | HOLD |
| 1435.T | ROBOT HOME INC | $88M | 53 | HOLD |
| 3486.T | Global Link Management Inc. | $176M | 52 | HOLD |
| 2982.T | A.D.Works Group Co.,Ltd. | $125M | 59 | HOLD |
Peer medians: ROE 9.8% · P/E 14.5x · Gross margin 32.7%