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BENEFIT JAPAN Co.,LTD. (JP:3934)
:3934
Japanese Market
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BENEFIT JAPAN Co.,LTD. (3934) Price & Analysis

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3934 Stock Chart & Stats

¥1903.00
¥0.00(0.00%)
At close: 4:00 PM EST
¥1903.00
¥0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth MomentumSustained top-line re-acceleration (+35.3% YoY in FY2026) signals durable demand and improved commercial traction in its telecom services. Strong revenue momentum supports scale benefits, capacity to invest in product/platform improvements, and a base for longer-term margin recovery.
Conservative Balance SheetLow leverage (debt-to-equity ~0.24) provides structural financial flexibility: it reduces default risk, preserves borrowing capacity for strategic investments or working-capital needs, and supports the ability to sustain dividends or pursue M&A without stressing liquidity.
High Gross Margins & Recurring RevenueStrong gross margins (~56–58%) and a business model driven by recurring subscription and service fees underpin persistent cash inflows and pricing leverage. This combination supports long-term profitability resilience even if operating costs fluctuate.
Bears Say
Weak Cash GenerationA material reversal to negative operating (-332M) and free cash flow (-396M) in FY2026 is a durable concern: it impairs the company’s ability to fund capex, service growth, maintain dividends, or absorb shocks without raising external financing, increasing structural funding risk.
Margin CompressionNet margin compression from historical peaks (~9% to ~5.4%) suggests lasting pressure from higher operating costs or a less favorable service mix. Persistently lower margins reduce free cash conversion and return on capital, limiting reinvestment capacity and shareholder returns.
Opaque Revenue Mix / Partner Concentration RiskLimited disclosure on segment splits and partner concentration is a structural governance and execution risk: dependency on a few carriers or commission arrangements could amplify revenue volatility or negotiating exposure, making future cash flows less predictable.

3934 FAQ

What was BENEFIT JAPAN Co.,LTD.’s price range in the past 12 months?
BENEFIT JAPAN Co.,LTD. lowest stock price was ¥1700.00 and its highest was ¥2531.00 in the past 12 months.
    What is BENEFIT JAPAN Co.,LTD.’s market cap?
    BENEFIT JAPAN Co.,LTD.’s market cap is ¥13.89B.
      When is BENEFIT JAPAN Co.,LTD.’s upcoming earnings report date?
      BENEFIT JAPAN Co.,LTD.’s upcoming earnings report date is Nov 05, 2026 which is in 46 days.
        How were BENEFIT JAPAN Co.,LTD.’s earnings last quarter?
        BENEFIT JAPAN Co.,LTD. released its earnings results on Aug 10, 2026. The company reported ¥63.3 earnings per share for the quarter.
          Is BENEFIT JAPAN Co.,LTD. overvalued?
          According to Wall Street analysts BENEFIT JAPAN Co.,LTD.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does BENEFIT JAPAN Co.,LTD. pay dividends?
            BENEFIT JAPAN Co.,LTD. pays a Annually dividend of ¥97 which represents an annual dividend yield of 3.7%. See more information on BENEFIT JAPAN Co.,LTD. dividends here
              What is BENEFIT JAPAN Co.,LTD.’s EPS estimate?
              BENEFIT JAPAN Co.,LTD.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does BENEFIT JAPAN Co.,LTD. have?
              BENEFIT JAPAN Co.,LTD. has 6,049,948 shares outstanding.
                What happened to BENEFIT JAPAN Co.,LTD.’s price movement after its last earnings report?
                BENEFIT JAPAN Co.,LTD. reported an EPS of ¥63.3 in its last earnings report. Following the earnings report the stock price went up 7.816%.
                  Which hedge fund is a major shareholder of BENEFIT JAPAN Co.,LTD.?
                  Currently, no hedge funds are holding shares in JP:3934
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    BENEFIT JAPAN Co.,LTD.

                    BENEFIT JAPAN Co., Ltd. operates within Japan's telecommunications industry, offering a range of services such as virtual mobile network operation (MVNO), fiber optic internet options with accompanying content, mobile internet solutions, and extensive support. Additionally, the company is involved in sales agency, reselling, and house vendor businesses, and distributes both chilled and heated mineral water. This company was founded in 1996 and is headquartered in Osaka, Japan.

                    BENEFIT JAPAN Co.,LTD. (3934) Earnings & Revenues

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