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TETSUJIN Holdings.Inc. (JP:2404)
:2404
Japanese Market
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TETSUJIN Holdings.Inc. (2404) AI Stock Analysis

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JP:2404

TETSUJIN Holdings.Inc.

(2404)

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Neutral 54 (OpenAI - 5.2)
Rating:54Neutral
Price Target:
¥585.00
▲(23.68% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by improving fundamentals (sharp FY2025 recovery in revenue, earnings, and positive free cash flow), but is held back by continued high leverage and an uneven earnings profile. Technicals also detract due to weak momentum (negative MACD and below short-term moving averages). Valuation is neutral-to-slightly supportive with a mid-range P/E and no dividend data.
Positive Factors
Revenue Recovery
A sharp, company-wide revenue rebound in FY2025 indicates durable demand recovery for core karaoke services and helps restore operating leverage. Sustained higher revenue with positive net margins permits reinvestment in locations and service quality, reducing prior loss-era risk and supporting multi-quarter cash generation and strategic initiatives.
Negative Factors
High Leverage
Despite improvement, materially elevated leverage limits financial flexibility and raises refinancing and interest-rate vulnerability. A small equity base relative to debt means adverse shocks could quickly impair liquidity, forcing austerity in capex or growth and constraining strategic initiatives over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Recovery
A sharp, company-wide revenue rebound in FY2025 indicates durable demand recovery for core karaoke services and helps restore operating leverage. Sustained higher revenue with positive net margins permits reinvestment in locations and service quality, reducing prior loss-era risk and supporting multi-quarter cash generation and strategic initiatives.
Read all positive factors

TETSUJIN Holdings.Inc. (2404) vs. iShares MSCI Japan ETF (EWJ)

TETSUJIN Holdings.Inc. Business Overview & Revenue Model

Company Description
Tetsujin Holdings, Inc. engages karaoke, media, alliance, restaurant, beauty, and other businesses in Japan. It offers karaoke distribution systems; mobile content, such as ringtones, ring melodies, lyrics, and deco-mail; operates an android dicti...
How the Company Makes Money
TETSUJIN Holdings makes money mainly through revenue generated at its karaoke venues. Its core revenue stream is room usage fees (charged by time, package, or plan) paid by customers for access to private karaoke rooms and equipment. A significant...

TETSUJIN Holdings.Inc. Financial Statement Overview

Summary
Strong FY2025 rebound in revenue (+241%) with profitability improving to ~4.2% net margin and positive operating results. Offsetting this, the balance sheet remains a major constraint: debt-to-equity improved but is still elevated at ~3.5x, and earnings have been volatile. Cash flow has turned positive (¥309M FCF), but conversion is only moderate (~45% of net income).
Income Statement
66
Positive
Balance Sheet
38
Negative
Cash Flow
58
Neutral
BreakdownTTMAug 2025Aug 2024Aug 2023Aug 2022Aug 2021
Income Statement
Total Revenue8.90B8.04B7.07B6.59B5.88B5.24B
Gross Profit1.29B1.16B987.53M845.75M663.39M748.48M
EBITDA500.34M403.07M256.21M127.66M-86.93M27.19M
Net Income421.78M335.72M4.02M5.55M32.34M-281.61M
Balance Sheet
Total Assets5.78B4.55B4.37B4.39B4.50B4.94B
Cash, Cash Equivalents and Short-Term Investments1.86B979.17M738.61M880.36M951.37M1.44B
Total Debt2.76B2.32B2.65B2.91B3.09B3.52B
Total Liabilities4.72B3.89B4.15B4.17B4.28B4.75B
Stockholders Equity954.87M656.08M223.53M220.23M220.85M190.16M
Cash Flow
Free Cash Flow309.06M309.06M221.69M88.71M127.76M-182.41M
Operating Cash Flow681.65M681.65M425.90M217.42M187.00M-165.18M
Investing Cash Flow-166.46M-166.46M-221.38M-107.54M-22.91M228.46M
Financing Cash Flow-274.64M-274.64M-346.08M-182.01M-616.72M-473.91M

TETSUJIN Holdings.Inc. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price473.00
Price Trends
50DMA
567.72
Negative
100DMA
568.87
Negative
200DMA
534.10
Negative
Market Momentum
MACD
-13.04
Positive
RSI
22.54
Positive
STOCH
14.84
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2404, the sentiment is Negative. The current price of 473 is below the 20-day moving average (MA) of 545.15, below the 50-day MA of 567.72, and below the 200-day MA of 534.10, indicating a bearish trend. The MACD of -13.04 indicates Positive momentum. The RSI at 22.54 is Positive, neither overbought nor oversold. The STOCH value of 14.84 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2404.

TETSUJIN Holdings.Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
66
Neutral
¥24.70B8.921.95%7.62%3.59%
64
Neutral
¥7.48B20.510.39%9.07%27.21%
63
Neutral
¥7.11B7.9916.48%-2.23%264.68%
62
Neutral
¥7.64B9.550.47%2.16%-3.02%
60
Neutral
¥13.98B14.530.66%8.83%-55.17%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
54
Neutral
¥6.98B15.720.76%23.64%36.49%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2404
TETSUJIN Holdings.Inc.
523.00
-24.00
-4.39%
JP:9704
AGORA Hospitality Group Co., Ltd.
28.00
-35.00
-55.56%
JP:4691
Washington Hotel Corp.
2,049.00
553.47
37.01%
JP:9713
Royal Hotel, Ltd.
915.00
-118.57
-11.47%
JP:9720
HOTEL NEWGRAND CO., LTD.
6,330.00
-802.88
-11.26%
JP:9723
Kyoto Hotel, Ltd.
633.00
-2.25
-0.35%
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 06, 2026