Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
9639.T
Strong BuyFull HouseFLAGSankyo Frontier Co.,Ltd. · Real Estate · Japan · $325M · Avg Vol: $135K/d
Sankyo Frontier is a leader in standardized mobile units/prefabricated space solutions. Their model is a primary beneficiary of the reshoring trend, as companies require rapid industrial space deployment for localized manufacturing. The business model is asset-efficient with strong ROIC potential. While the macro trend is compelling, the stock requires closer verification of its long-term reinvestment runway beyond the current construction cycle.
COMPANY DESCRIPTION
Sankyo Frontier Co., Ltd. manufactures, sells, and rents modular mobile buildings, temporary offices, and self-storage units. The company holds a dominant market share in Japan's temporary construction space, supported by a vertically integrated model spanning manufacturing, logistics, and direct rental operations. It operates as a highly profitable, asset-light rental specialist with strong demand driven by construction, disaster relief, and commercial expansion.
FINANCIAL SUMMARY (JPY)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 50.0B | 52.4B | 56.1B | 54.3B | 2.8% | 54.6B |
| EPS (JPY) | 285.88 | 195.17 | 237.92 | 247.56 | 250.30 | -3.3% | 248.12 |
| Shares | — | 22.2M | 22.2M | 22.2M | 22.2M | -0.0% | 22.2M |
| Debt | — | 4.0B | 3.5B | 2.4B | 3.8B | -2.3% | 3.7B |
| Equity | — | 41.3B | 44.9B | 48.8B | 52.5B | 8.3% | — |
| Op CF | — | 3.3B | 6.2B | 5.1B | 5.6B | 18.9% | 5.3B |
| Inv CF | — | -2.6B | -2.5B | -2.9B | -4.1B | — | — |
| Fin CF | — | -3.9B | -2.4B | -2.8B | -573.0M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 9639.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 9639.T | Sankyo Frontier Co.,Ltd.(you) | $325M | 99 | Strong Buy |
| 8935.T | FJ Next Holdings Co., Ltd. | $424M | 100 | Strong Buy |
| 8927.T | Meiho Enterprise Co., Ltd. | $92M | 90 | Strong Buy |
| 3475.T | Good Com Asset Co., Ltd. | $279M | 61 | Hold |
| 8850.T | Starts Corporation Inc. | $1.4B | 80 | Strong Buy |
| 463A.T | INTELLEX HOLDINGS Co.,Ltd. | $62M | 83 | Strong Buy |
| 3480.T | J.S.B.Co.,Ltd. | $1.2B | 75 | Buy |
| 8923.T | Tosei Corporation | $1.1B | 67 | 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 32.2%