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BENEFIT JAPAN Co.,LTD.
(3934)
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Rating:68Neutral
Price Target:
¥2,556.00
▲(34.31% Upside)
Action:Downgraded
Date:08/11/26
The score is held back primarily by FY2026 negative operating and free cash flow, despite strong revenue growth and a low-leverage balance sheet. Technicals are constructive with the stock trading above major moving averages, and valuation is supportive given the moderate P/E and ~3.62% dividend yield.
Positive Factors
Revenue Growth Momentum
Sustained 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.
Negative Factors
Weak Cash Generation
A 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.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth Momentum
Sustained 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.
Read all positive factors
BENEFIT JAPAN Co.,LTD. (3934) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥13.91B
Dividend Yield3.7%
Average Volume (3M)4.49K
Price to Earnings (P/E)12.1
Beta (1Y)0.56
Revenue Growth50.52%
EPS Growth18.65%
CountryJP
Employees279
SectorCommunication Services
Sector Strength97
IndustryTelecommunications Services
Share Statistics
EPS (TTM)189.80
Shares Outstanding6,049,948
10 Day Avg. Volume2,600
30 Day Avg. Volume4,493
Financial Highlights & Ratios
PEG Ratio0.54
Price to Book (P/B)1.22
Price to Sales (P/S)0.58
P/FCF Ratio-27.02
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)N/A
Revenue Forecast (FY)N/A
BENEFIT JAPAN Co.,LTD. Business Overview & Revenue Model
Company Description
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 exten...
How the Company Makes Money
BENEFIT JAPAN generates revenue primarily by providing telecommunications-related services to customers, which typically results in recurring fees tied to usage plans, subscriptions, or service contracts. Revenue is generally driven by (1) ongoing...
BENEFIT JAPAN Co.,LTD. Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
46
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 20.46B | 18.39B | 12.75B | 13.07B | 12.56B | 11.57B |
| Gross Profit | 11.73B | 10.47B | 7.35B | 7.36B | 6.84B | 6.45B |
| EBITDA | 1.86B | 1.67B | 1.40B | 1.26B | 1.06B | 1.63B |
| Net Income | 1.11B | 995.21M | 830.89M | 734.90M | 560.63M | 1.05B |
Balance Sheet | ||||||
| Total Assets | 14.17B | 14.33B | 11.87B | 11.20B | 10.18B | 10.06B |
| Cash, Cash Equivalents and Short-Term Investments | 2.14B | 3.49B | 4.23B | 3.13B | 2.62B | 2.82B |
| Total Debt | 2.18B | 2.06B | 1.98B | 1.76B | 2.05B | 2.15B |
| Total Liabilities | 5.54B | 5.59B | 3.93B | 3.96B | 3.51B | 3.91B |
| Stockholders Equity | 8.62B | 8.74B | 7.94B | 7.25B | 6.67B | 6.16B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -395.63M | 1.18B | 934.18M | 84.17M | 1.36B |
| Operating Cash Flow | 0.00 | -332.44M | 1.21B | 964.32M | 315.56M | 1.41B |
| Investing Cash Flow | 0.00 | -275.95M | -102.41M | 10.99M | -361.40M | -94.15M |
| Financing Cash Flow | 0.00 | -128.72M | -9.58M | -465.46M | -156.67M | 93.74M |
BENEFIT JAPAN Co.,LTD. Technical Analysis
Positive
1903.00
Price Trends
2242.30
Positive
2167.20
Positive
1994.59
Positive
Market Momentum
21.88
Positive
54.76
Neutral
47.66
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3934, the sentiment is Positive. The current price of 1903 is below the 20-day moving average (MA) of 2274.30, below the 50-day MA of 2242.30, and below the 200-day MA of 1994.59, indicating a bullish trend. The MACD of 21.88 indicates Positive momentum. The RSI at 54.76 is Neutral, neither overbought nor oversold. The STOCH value of 47.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3934.
BENEFIT JAPAN Co.,LTD. Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | ¥17.48B | 14.29 | ― | 3.53% | 2.67% | -25.50% | |
68 Neutral | ¥13.91B | 12.11 | ― | 2.10% | 50.52% | 18.65% | |
66 Neutral | ¥15.52B | 30.18 | ― | 1.01% | 14.33% | 112.44% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
60 Neutral | ¥3.20B | 10.88 | ― | ― | 18.07% | 69.43% | |
58 Neutral | ¥19.79B | 28.92 | ― | ― | 21.77% | -25.14% | |
48 Neutral | ¥2.69B | -22.49 | ― | ― | 9.25% | -475.38% |
* Communication Services Sector Average
JP:3934
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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.