Arr Planner Co., Ltd. (2983) AI Stock Analysis

Arr Planner Co., Ltd.

(TSE/TYO:2983)

Select Model

Rating:75Outperform

Price Target:JPY 1,931.00▲(32.44% Upside)

Action:upgraded

Date:08/06/26

The overall score of 75 reflects Arr Planner Co.'s solid financial fundamentals, including strong revenue growth, improving margins, and a strengthening balance sheet. The technical indicators support a bullish trend, and the valuation appears attractive with a low P/E and high dividend yield. While cash flow volatility remains a risk inherent to the industry, the company's profitability and access to capital mitigate concerns, supporting a positive investment outlook.

Positive Factors

Improving profitability and growthRevenue growth and expanding net and operating margins indicate that the business has recently improved both scale and profitability. If sustained, this earnings progress can strengthen internal funding capacity and support resilience over the next several quarters, despite the company’s cyclical development exposure.

Negative Factors

Elevated leverageDebt remains high relative to equity even after improving from earlier years, leaving the company more sensitive to project delays, financing conditions, and earnings volatility. Meaningful leverage can also restrict capital allocation flexibility and increase the importance of maintaining steady operating performance.

Arr Planner Co., Ltd. (2983) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 15.85B
Dividend Yield: 5.06%
Average Volume (3M): 36.65K
Price to Earnings (P/E): 6.3
Beta (1Y): 0.99
Revenue Growth: 24.15%
EPS Growth: 60.29%
Country: Japan
Employees: 419
Sector: Real Estate
Sector Strength: 65
Industry: Real Estate - Development

Arr Planner Co., Ltd. Business Overview & Revenue Model

Company Description

Established in 2003, Arr Planner Co., Ltd. is headquartered in Nagoya, Japan, and operates extensively within the Japanese real estate sector. The company's core activities revolve around custom-designed housing and broader real estate ventures. Its...

Arr Planner Co., Ltd. Financial Statement Overview

Summary

Arr Planner Co. shows robust revenue growth (13.6% in latest year) and expanding profit margins (operating margin 7.7%, net margin 5.1%). Balance sheet strength improved with equity tripling since 2021 and debt-to-equity declining to 2.5. However, cash flow remains volatile due to the capital-intensive nature of real estate development, with operating cash flow negative in the latest year. Overall financial health is strong but tempered by cash flow concerns.

Income Statement

85Very Positive

Balance Sheet

80Positive

Cash Flow

50Neutral

Financial statement breakdown
Breakdown	TTM	Jan 2026	Jan 2025	Jan 2024	Jan 2023	Jan 2022
Income Statement
Total Revenue	53.12B	48.62B	40.19B	32.07B	31.24B	28.06B
Gross Profit	10.00B	8.85B	6.74B	4.77B	4.84B	5.11B
EBITDA	4.74B	3.98B	2.42B	757.87M	878.89M	1.67B
Net Income	3.01B	2.46B	1.44B	221.77M	327.26M	960.02M
Balance Sheet
Total Assets	40.39B	35.10B	28.86B	25.40B	24.22B	22.56B
Cash, Cash Equivalents and Short-Term Investments	6.58B	6.29B	5.36B	3.39B	2.97B	3.38B
Total Debt	22.82B	19.39B	16.64B	16.20B	16.04B	12.92B
Total Liabilities	31.15B	27.29B	23.19B	21.05B	19.97B	18.63B
Stockholders Equity	9.24B	7.82B	5.66B	4.36B	4.25B	3.93B
Cash Flow
Free Cash Flow	0	-1.41B	1.72B	445.68M	-3.45B	-2.72B
Operating Cash Flow	0	-1.31B	1.95B	608.03M	-3.07B	-2.46B
Investing Cash Flow	0	-368.79M	-323.54M	-213.72M	-468.08M	-379.38M
Financing Cash Flow	0	2.39B	289.64M	18.37M	3.10B	3.62B

Arr Planner Co., Ltd. Technical Analysis

Technical Analysis SentimentNegative

Last Price1458.00

Price Trends

50DMA1624.90Negative

100DMA1544.41Negative

200DMA1592.89Negative

Market Momentum

MACD-34.33Positive

RSI37.27Neutral

STOCH25.80Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2983, the sentiment is Negative. The current price of 1458.00 is below the 20-day moving average (MA) of 1542.90, below the 50-day MA of 1624.90, and below the 200-day MA of 1592.89, indicating a bearish trend. The MACD of -34.33 indicates Positive momentum. The RSI at 37.27 is Neutral, neither overbought nor oversold. The STOCH value of 25.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2983.

Arr Planner Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (65)

Financial Indicators

JP:2983 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:2983	75Outperform	JPY 16.01B	6.30	―	5.06%	24.15%	60.29%
JP:3293	71Outperform	JPY 6.00B	11.70	2.98%	4.70%	-12.15%	-27.60%
JP:2981	70Outperform	JPY 11.77B	5.67	―	2.57%	7.71%	3.72%
JP:3299	70Neutral	JPY 37.84B	7.93	―	7.67%	-2.46%	-26.95%
Sector *	65Neutral	$2.17B	12.19	3.79%	4.94%	3.15%	1.96%
JP:2984	61Neutral	JPY 6.81B	7.39	―	3.87%	3.79%	63.00%
JP:8897	59Neutral	JPY 54.02B	7.45	9.01%	6.65%	24.52%	5.03%

* Real Estate Sector Average

Performance Comparison

JP:2983 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2983	Arr Planner Co., Ltd.	1483.00	328.03	28.40%
JP:8897	Takara Leben Co., Ltd.	406.00	48.80	13.66%
JP:3293	Azuma House Co., Ltd.	745.00	3.46	0.47%
JP:2981	Landix, Inc.	2065.00	-316.77	-13.30%
JP:2984	Yamaichi Uniheim Real Estate Co.,Ltd	776.00	78.28	11.22%
JP:3299	Mugen Estate Co., Ltd.	1578.00	-317.54	-16.75%

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

Arr Planner Co., Ltd. AI Stock Analysis