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J Frontier Co., Ltd.
(2934)
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Rating:50Neutral
Price Target:
¥1,996.00
▲(50.53% Upside)
Action:Reiterated
Date:07/16/26
The score is held back most by weak financial quality—high leverage with declining equity and inconsistent profitability—despite improved recent cash generation. Technicals are a clear positive with price above key moving averages and bullish MACD, but valuation is a meaningful headwind given the extremely high P/E and no dividend support.
Positive Factors
Revenue Reacceleration
The return to revenue growth indicates some renewed demand or business activity. Sustained growth would improve operating leverage and provide a foundation for better profitability, although the current rate remains modest.
Negative Factors
High Leverage
Higher debt alongside a shrinking equity base leaves less financial flexibility and increases refinancing exposure. This can constrain investment and make the company more vulnerable if profitability or cash generation weakens.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Reacceleration
The return to revenue growth indicates some renewed demand or business activity. Sustained growth would improve operating leverage and provide a foundation for better profitability, although the current rate remains modest.
Read all positive factors
J Frontier Co., Ltd. (2934) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥10.68B
Dividend YieldN/A
Average Volume (3M)40.58K
Price to Earnings (P/E)―
Beta (1Y)0.19
Revenue Growth3.40%
EPS Growth-437.84%
CountryJP
Employees202
SectorHealthcare
Sector Strength45
IndustryMedical - Distribution
Share Statistics
EPS (TTM)-61.25
Shares Outstanding5,336,369
10 Day Avg. Volume58,880
30 Day Avg. Volume40,583
Financial Highlights & Ratios
PEG Ratio0.06
Price to Book (P/B)6.82
Price to Sales (P/S)0.38
P/FCF Ratio21.18
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1,912.3
Revenue Forecast (FY)¥68.77B
J Frontier Co., Ltd. Business Overview & Revenue Model
Company Description
J Frontier Co.,Ltd. engages in the healthcare sales, medical care sales, and healthcare marketing businesses in Japan. The company operates SOKUYAKU, a platform for online medical treatment, online medication guidance, home delivery of prescriptio...
How the Company Makes Money
Detailed, source-backed information on J Frontier Co., Ltd.’s revenue model (e.g., primary revenue streams, segment mix, pricing/fee structure, and material partnerships) was not available in the provided context. null...
J Frontier Co., Ltd. Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
33
Negative
Cash Flow
52
Neutral
| Breakdown | May 2025 | May 2024 | May 2023 | May 2022 | May 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 22.24B | 21.50B | 17.71B | 16.84B | 11.88B |
| Gross Profit | 8.36B | 18.17B | 8.33B | 7.12B | 5.40B |
| EBITDA | 963.76M | 914.54M | -1.22B | -1.54B | 760.66M |
| Net Income | -321.31M | 87.57M | -2.09B | -1.90B | 400.52M |
Balance Sheet | |||||
| Total Assets | 9.59B | 9.17B | 11.41B | 7.25B | 6.10B |
| Cash, Cash Equivalents and Short-Term Investments | 2.16B | 2.17B | 1.81B | 1.65B | 2.96B |
| Total Debt | 5.31B | 4.34B | 5.16B | 2.14B | 544.39M |
| Total Liabilities | 8.05B | 7.16B | 9.53B | 4.54B | 1.94B |
| Stockholders Equity | 1.23B | 1.41B | 1.14B | 2.48B | 4.14B |
Cash Flow | |||||
| Free Cash Flow | 395.24M | 447.19M | -1.54B | -1.94B | -377.40M |
| Operating Cash Flow | 454.32M | 509.01M | -1.44B | -1.83B | -366.94M |
| Investing Cash Flow | -1.13B | 470.79M | -1.79B | -1.13B | -860.09M |
| Financing Cash Flow | 693.89M | -623.13M | 3.39B | 1.45B | 2.56B |
J Frontier Co., Ltd. Technical Analysis
Positive
1326.00
Price Trends
1778.80
Positive
1687.14
Positive
1549.22
Positive
Market Momentum
63.84
Positive
61.91
Neutral
33.63
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2934, the sentiment is Positive. The current price of 1326 is below the 20-day moving average (MA) of 1984.10, below the 50-day MA of 1778.80, and below the 200-day MA of 1549.22, indicating a bullish trend. The MACD of 63.84 indicates Positive momentum. The RSI at 61.91 is Neutral, neither overbought nor oversold. The STOCH value of 33.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2934.
J Frontier Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | ¥225.79B | 32.38 | ― | 0.43% | 18.89% | 11.66% | |
59 Neutral | ¥88.52B | 44.69 | 6.35% | ― | 24.03% | 34.50% | |
58 Neutral | ¥8.16B | 34.66 | ― | ― | 27.65% | -28.38% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
50 Neutral | ¥10.68B | -32.59 | ― | ― | 3.40% | -437.84% | |
43 Neutral | ¥2.15B | -4.11 | ― | ― | 14.84% | 30.67% |
* Healthcare Sector Average
JP:2934
J Frontier Co., Ltd.
1,996.00
10.00
0.50%
JP:4480
Medley
2,687.00
203.00
8.17%
JP:4438
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257.00
-81.00
-23.96%
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3,430.00
-727.77
-17.50%
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784.00
-56.28
-6.70%
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.