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LIFULL Co (2120) AI Stock Analysis

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JP:2120

LIFULL Co

(TSE/TYO:2120)

Select Model
Rating:80Outperform
Price Target:JPY 309.00â–²(14.87% Upside)
Action:reiterated
Date:11/14/26

LIFULL Co earns a strong overall score, driven primarily by robust technical momentum and a fortress-like balance sheet resulting from aggressive deleveraging. The stock trades in a clear uptrend above all major moving averages and offers excellent valuation appeal with a low P/E ratio and a healthy dividend yield. While historical revenue stagnation somewhat limits the financial score, the company's return to strong free cash flow and profitability highlights significant operational resilience and stability.

Positive Factors
High-margin profitabilityThe return to solid operating profitability alongside gross margins near 94–95% indicates strong economic scalability in the internet platform model. If maintained, this margin structure can support reinvestment, protect earnings during moderate revenue changes, and provide a durable foundation for cash generation.
Negative Factors
Uneven revenue growthThe changing revenue trajectory shows that topline expansion has not been consistent across years. Uneven growth makes planning and resource allocation less predictable, and it weakens confidence that recent profitability improvements will compound steadily over the next several reporting periods.

LIFULL Co (2120) vs. iShares MSCI Japan ETF (EWJ)

-10%0%10%20%30%40%50%60%70%JP:2120+64.85%EWJ+16.06%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
JPY 198.93M
Dividend Yield
2.78%
Average Volume (3M)
956.68K
Price to Earnings (P/E)
11.4
Beta (1Y)
0.99
Revenue Growth
4.69%
EPS Growth
-47.03%
Country
Japan
Employees
667
Sector
Communication Services
Sector Strength
60
Industry
Internet Content & Information

LIFULL Co Business Overview & Revenue Model

Company Description

Headquartered in Tokyo, Japan, LIFULL Co., Ltd. was founded in 1997 and specializes in delivering diverse real estate information services. The company provides LIFULL HOME'S, a leading online portal for real estate and housing data, and promotes new...

How the Company Makes Money

LIFULL primarily makes money by operating online platforms that monetize traffic and user leads for business clients. Its core revenue model is driven by (1) advertising and promotional fees from real estate-related clients (e.g., property developers...

LIFULL Co Financial Statement Overview

Summary

Demonstrates a highly stable financial profile with an exceptional balance sheet, strong gross margins, and a return to positive free cash flow. While the near-elimination of debt limits financial risk, top-line revenue stagnation remains a slight headwind.

Income Statement

65Positive

Balance Sheet

88Very Positive

Cash Flow

75Positive
Financial statement breakdown
BreakdownTTMSep 2026Sep 2025Sep 2024Sep 2023Sep 2022
Income Statement
Total Revenue29.45B29.45B28.13B34.47B36.41B35.73B
Gross Profit27.45B27.80B26.67B32.21B32.55B31.67B
EBITDA4.96B3.91B3.93B-4.83B3.88B3.60B
Net Income2.82B2.82B5.32B-8.46B1.03B1.18B
Balance Sheet
Total Assets43.38B43.38B40.91B41.19B51.17B48.71B
Cash, Cash Equivalents and Short-Term Investments11.00B11.00B10.70B14.63B16.51B16.52B
Total Debt1.57B1.57B9.12B5.54B7.79B11.29B
Total Liabilities15.03B15.03B14.69B16.99B18.61B17.58B
Stockholders Equity27.98B27.98B26.02B24.11B32.46B31.00B
Cash Flow
Free Cash Flow2.42B2.42B-3.35B1.27B5.71B2.02B
Operating Cash Flow4.94B4.94B4.81B1.67B6.23B2.70B
Investing Cash Flow-4.16B-4.16B-11.70B-718.00M-1.74B388.87M
Financing Cash Flow-486.00M-486.00M3.74B-2.98B-5.08B-54.08M

LIFULL Co Technical Analysis

Technical Analysis SentimentPositive
Last Price269.00

Price Trends

50DMA237.31Positive
100DMA219.92Positive
200DMA204.58Positive

Market Momentum

MACD4.89Negative
RSI69.74Neutral
STOCH80.48Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2120, the sentiment is Positive. The current price of 269.00 is above the 20-day moving average (MA) of 247.60, above the 50-day MA of 237.31, and above the 200-day MA of 204.58, indicating a bullish trend. The MACD of 4.89 indicates Negative momentum. The RSI at 69.74 is Neutral, neither overbought nor oversold. The STOCH value of 80.48 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2120.

LIFULL Co Peers Comparison

Overall Rating

UnderperformOutperform
Sector (60)

Financial Indicators

JP:2120 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:2120JP:212080OutperformJPY 33.30B11.3611.34%2.78%4.69%-47.03%
JP:3679JP:367975OutperformJPY 45.97B10.31―2.47%16.67%9.27%
JP:5243JP:524375OutperformJPY 52.25B40.05――32.22%312.16%
JP:3491JP:349162NeutralJPY 60.72B16.55―0.00%27.78%-11.30%
Sector *60Neutral$48.67B4.58-11.27%4.14%2.83%-41.78%
JP:3662JP:366244NeutralJPY 16.27B45.13―3.21%-3.85%-65.37%

* Communication Services Sector Average

Performance Comparison

0%50%100%150%JP:2120JP:3491JP:3662JP:3679JP:5243Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
JP:2120 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:2120LIFULL Co269.00104.8563.88%
JP:3491GA technologies Co., Ltd.1466.00-540.00-26.92%
JP:3662Ateam Inc.872.00-196.21-18.37%
JP:3679ZIGExN Co., Ltd.446.00-35.27-7.33%
JP:5243note inc.2660.001288.0093.88%

LIFULL Co Corporate Events

LIFULL Discloses Rakuten Group Affiliate Relationship

Nov 12, 2026

LIFULL Co., Ltd. is engaged in real estate information listing through an alliance with Rakuten Group, while its Group operates an accommodation business. Its activities also include transactions with Rakuten Group and its group companies, primarily...

LIFULL Proposes Leadership Transition and Smaller Board

Nov 12, 2026

LIFULL Co. said its board tentatively decided to change its representative directors and propose a smaller board, subject to shareholder and subsequent board approvals. Under the plan, founder and Chairperson Takashi Inoue would leave the representat...

LIFULL Board Proposes ¥7.47 Dividend Per Share for FY2026

Nov 12, 2026

LIFULL Co., Ltd. operates the HOME’S Services segment, identified in the release as its core business. Its Board of Directors resolved to propose a dividend from retained earnings for the reference date of September 30, 2026, with the matter schedule...

LIFULL Reports FY2026/9 Revenue and Operating Profit Growth

Nov 12, 2026

In FY2026/9, consolidated revenue rose 4.7% year over year to ¥29.44 billion and operating profit increased 3.6% to ¥3.95 billion. HOME’S Services revenue grew for 12 consecutive quarters, its client network expanded to a record high of approximately...

LIFULL Reports Fiscal 2026 Financial Results

Nov 12, 2026

LIFULL Co., Ltd., listed on the Tokyo Stock Exchange, reported revenue of ¥29,447 million for the fiscal year ended September 30, 2026, up 4.7% year over year, and operating profit of ¥3,953 million, up 3.6%. Profit attributable to owners of the pare...

LIFULL Sells Lodging Assets to Optimize Portfolio and Bolster Finances

Oct 30, 2026

LIFULL Co., Ltd. has transferred a set of accommodation facilities, held as real estate trust beneficiary rights, that were previously operated to acquire expertise in renovating idle properties into lodging and reselling them, as part of efforts to...

LIFULL Director Resigns for Health Reasons; Board Meets Governance Requirements

Oct 13, 2026

LIFULL Co., Ltd. announced that Director Tetsuro Shimizu has resigned from the board effective October 13, 2026, citing health reasons for his departure. Following the resignation, the board will consist of eight directors, including five outside mem...

LIFULL Restructures Around AI Platform and New Business Incubation for Long-Term Growth

Sep 11, 2026

LIFULL Co., Ltd. announced a significant internal reorganization effective October 1, 2026, centered on consolidating its AI-related capabilities into a newly created AI Business Support Platform Division. By integrating the former AI Innovation Divi...

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Nov 14, 2026