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LIFULL Co (2120) AI Stock Analysis

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JP:2120

LIFULL Co

(TSE/TYO:2120)

Select Model
Rating:71Outperform
Price Target:JPY 280.00▲(11.11% Upside)
Action:upgraded
Date:08/17/26

The score is driven primarily by improving financial performance (profitability rebound and manageable leverage) and supportive valuation (low P/E and strong dividend yield). Technicals remain trend-positive but are heavily overextended (very high RSI/Stoch), which tempers the overall score due to elevated near-term pullback risk.

Positive Factors
High and stable gross marginsExceptionally high and stable gross margins provide a durable economic cushion for LIFULL’s online platform model. The improved operating and net margins indicate that the company can retain meaningful profit from revenue, supporting reinvestment and resilience as business conditions change.
Negative Factors
Volatile earnings historyThe repeated movement between losses and profits shows that LIFULL’s earnings power has not been consistently stable over multiple years. This volatility makes future profitability less predictable and could weaken returns and balance-sheet quality if weaker performance returns.

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

-10%0%10%20%30%40%50%60%JP:2120+49.97%EWJ+15.75%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
JPY 198.93M
Dividend Yield
2.67%
Average Volume (3M)
990.64K
Price to Earnings (P/E)
10.6
Beta (1Y)
0.93
Revenue Growth
-2.14%
EPS Growth
―
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

Profitability rebounded in TTM with solid positive operating (~14%) and net (~10%) margins and revenue returning to growth, while leverage remains manageable (debt-to-equity ~0.36). The score is held back by multi-year earnings volatility and modest/softening free cash flow (~¥1.25B) versus net income, indicating weaker cash conversion in the latest period.

Income Statement

71Positive

Balance Sheet

74Positive

Cash Flow

58Neutral
Financial statement breakdown
BreakdownTTMSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue29.05B28.13B34.47B36.41B35.73B35.86B
Gross Profit27.72B26.67B32.21B32.55B31.67B31.91B
EBITDA5.12B3.93B-4.83B3.88B3.60B-4.64B
Net Income3.03B5.32B-8.46B1.03B1.18B-5.90B
Balance Sheet
Total Assets42.53B40.91B41.19B51.17B48.71B45.89B
Cash, Cash Equivalents and Short-Term Investments10.16B10.70B14.63B16.51B16.52B13.15B
Total Debt10.14B9.12B5.54B7.79B11.29B11.13B
Total Liabilities14.21B14.69B16.99B18.61B17.58B17.35B
Stockholders Equity27.99B26.02B24.11B32.46B31.00B28.41B
Cash Flow
Free Cash Flow1.25B-3.35B1.27B5.71B2.02B509.81M
Operating Cash Flow5.13B4.81B1.67B6.23B2.70B1.29B
Investing Cash Flow-4.74B-11.70B-718.00M-1.74B388.87M-1.07B
Financing Cash Flow807.00M3.74B-2.98B-5.08B-54.08M-3.29B

LIFULL Co Technical Analysis

Technical Analysis SentimentPositive
Last Price252.00

Price Trends

50DMA236.16Positive
100DMA218.50Positive
200DMA203.78Positive

Market Momentum

MACD3.12Positive
RSI59.10Neutral
STOCH55.00Neutral

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 252.00 is above the 20-day moving average (MA) of 246.45, above the 50-day MA of 236.16, and above the 200-day MA of 203.78, indicating a bullish trend. The MACD of 3.12 indicates Positive momentum. The RSI at 59.10 is Neutral, neither overbought nor oversold. The STOCH value of 55.00 is Neutral, 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:3679JP:367980OutperformJPY 46.61B10.06―2.52%16.26%11.32%
JP:2120JP:212071OutperformJPY 32.90B10.6011.34%2.67%-2.14%―
JP:5243JP:524367NeutralJPY 53.96B40.96――32.22%312.16%
JP:3491JP:349162NeutralJPY 63.39B16.95―0.00%27.78%-11.30%
Sector *60Neutral$48.67B4.58-11.27%4.14%2.83%-41.78%
JP:3662JP:366244NeutralJPY 16.25B44.41―3.29%-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 Co252.0081.0647.42%
JP:3491GA technologies Co., Ltd.1558.00-581.00-27.16%
JP:3662Ateam Inc.852.00-230.83-21.32%
JP:3679ZIGExN Co., Ltd.436.00-57.94-11.73%
JP:5243note inc.2746.001299.0089.77%

LIFULL Co Corporate Events

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...

LIFULL Launches Housing Support Portal After Kumamoto Earthquake

Aug 12, 2026

LIFULL Co., Ltd. has launched a dedicated Housing Support Portal on its LIFULL HOME’S platform to assist people affected by the 2026 Kumamoto Earthquake, offering temporary housing search tools, guidance on disaster victim procedures, and links to of...

LIFULL Ups FY2026 Profit and Dividend Forecasts on Strong Core Real Estate Business

Aug 12, 2026

LIFULL Co., Ltd. has raised its full-year profit forecasts for the fiscal year ending September 30, 2026, while slightly trimming expected revenue, reflecting strong performance in its core HOME’S Services segment and weaker-than-planned sales in reg...

LIFULL Boosts Revenue and Operating Profit but Full-Year Earnings to Normalize After One-Off Gains

Aug 12, 2026

LIFULL reported nine-month revenue to June 30, 2026 of ¥21,983 million from continuing operations, up 4.4% year on year, with operating profit rising 7.9% to ¥3,239 million and profit before tax climbing 11.5%. Net profit attributable to owners of th...

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: Aug 17, 2026