Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
8935.T
Strong BuyFull HouseREMOVEFJ Next Holdings Co., Ltd. · Real Estate · Japan · $424M · Avg Vol: $704K/d
While the company has a strong footprint, the Japanese real estate market is highly sensitive to the shifting interest rate regime and potential for economic stagnation. It does not provide the asymmetric, high-ROIC compounding profile we require.
COMPANY DESCRIPTION
FJ NEXT Holdings Co., Ltd. engages in the planning, development, sale, and brokerage of real estate properties in Japan. It operates in four segments: Real Estate Development, Real Estate Management, Construction, and Japanese Inn.
FINANCIAL SUMMARY (JPY)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 84.7B | 100.4B | 112.4B | 142.4B | 18.9% | 149.7B |
| EPS (JPY) | 193.93 | 171.97 | 197.31 | 198.11 | 305.63 | 12.0% | 302.14 |
| Shares | — | 32.7M | 32.7M | 32.7M | 32.8M | +0.2% | 32.8M |
| Debt | — | 13.5B | 12.8B | 18.2B | 14.8B | 3.1% | 17.5B |
| Equity | — | 63.0B | 68.0B | 72.9B | 81.1B | 8.8% | — |
| Op CF | — | -4.5B | 4.7B | -13.9B | 7.1B | 23.3% | 6.8B |
| Inv CF | — | 1.9B | -5.0B | 4.9B | -3.5B | — | — |
| Fin CF | — | -738.0M | -2.3B | 3.8B | -5.4B | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 8935.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 8935.T | FJ Next Holdings Co., Ltd.(you) | $424M | 100 | Strong Buy |
| 9639.T | Sankyo Frontier Co.,Ltd. | $325M | 99 | Strong Buy |
| 8927.T | Meiho Enterprise Co., Ltd. | $92M | 90 | Strong Buy |
| 8850.T | Starts Corporation Inc. | $1.4B | 80 | Strong Buy |
| 3480.T | J.S.B.Co.,Ltd. | $1.2B | 75 | Buy |
| 3475.T | Good Com Asset Co., Ltd. | $279M | 61 | Hold |
| 8923.T | Tosei Corporation | $1.1B | 67 | Buy |
| 463A.T | INTELLEX HOLDINGS Co.,Ltd. | $62M | 83 | Strong Buy |
| 3242.T | Urbanet Corporation Co.,Ltd. | $122M | 55 | Hold |
| 1783.T | Fantasista Co., Ltd. | $59M | 67 | Buy |
Peer medians: ROE 8.6% · P/E 14.1x · Gross margin 32.4%