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AEON Fantasy Co., Ltd. (4343) AI Stock Analysis
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AEON Fantasy Co., Ltd.
(TSE/TYO:4343)
The score is driven primarily by improving operations and positive operating cash flow, offset by elevated leverage and uneven earnings/free-cash-flow stability. Technical signals are mixed/neutral, and valuation appears reasonable on P/E but with minimal dividend support.
AEON Fantasy Co., Ltd. (4343) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 53.49B
- Dividend Yield
- 0.92%
- Average Volume (3M)
- 81.92K
- Price to Earnings (P/E)
- 17.3
- Beta (1Y)
- 0.42
- Revenue Growth
- 10.11%
- EPS Growth
- ―
- Country
- Japan
- Employees
- 3,955
- Sector
- General
- Sector Strength
- 55
- Industry
- Leisure
AEON Fantasy Co., Ltd. Business Overview & Revenue Model
Company Description
Aeon Fantasy Co., Ltd. is dedicated to conceiving, running, and marketing indoor entertainment and amusement parks across Japan. These vibrant venues offer a wide array of facilities, from classic merry-go-rounds to interactive, medal, and card games...
How the Company Makes Money
AEON Fantasy makes money primarily by operating amusement venues and monetizing customer play and in-store usage. Key revenue streams generally include: (1) game play fees from arcade machines (customers pay per play on video/medal/redemption-style g...
AEON Fantasy Co., Ltd. Financial Statement Overview
Summary
Operational recovery is evident with steady revenue growth (2022–2026) and improved profitability versus the earlier loss-making period, supported by consistently positive operating cash flow. However, a highly leveraged balance sheet (debt rising into 2026 with relatively modest equity) and volatile net income/free cash flow reduce financial flexibility and increase risk.
Income Statement
68PositiveBalance Sheet
44NeutralCash Flow
56Neutral| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 97.43B | 93.29B | 87.24B | 81.82B | 72.73B | 60.17B |
| Gross Profit | 13.17B | 13.17B | 11.67B | 10.32B | 6.94B | 1.69B |
| EBITDA | 17.64B | 17.20B | 12.05B | 13.93B | 8.65B | 6.37B |
| Net Income | 3.09B | 2.79B | -1.82B | 1.31B | -3.38B | -4.51B |
Balance Sheet | ||||||
| Total Assets | 67.71B | 64.23B | 55.22B | 53.62B | 47.82B | 52.19B |
| Cash, Cash Equivalents and Short-Term Investments | 9.39B | 7.82B | 6.17B | 7.52B | 6.08B | 6.01B |
| Total Debt | 41.37B | 40.80B | 35.33B | 33.60B | 29.52B | 31.03B |
| Total Liabilities | 58.68B | 56.21B | 48.38B | 45.08B | 39.68B | 40.35B |
| Stockholders Equity | 8.86B | 7.85B | 6.61B | 8.34B | 7.98B | 11.72B |
Cash Flow | ||||||
| Free Cash Flow | 1.34B | -2.31B | 2.53B | 2.47B | 4.99B | -239.95M |
| Operating Cash Flow | 4.69B | 11.60B | 12.35B | 12.06B | 9.06B | 6.18B |
| Investing Cash Flow | -3.57B | -14.86B | -10.86B | -10.73B | -4.85B | -7.09B |
| Financing Cash Flow | -321.98M | 4.73B | -2.84B | -97.36M | -4.38B | 1.40B |
AEON Fantasy Co., Ltd. Peers Comparison
Overall Rating
JP:783284Outperform
JP:468077Outperform
JP:786772Outperform
JP:623871Outperform
JP:916671Outperform- JP:434357Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:7832 | 84Outperform | JPY 3.99T | 26.09 | 17.83% | 1.21% | 9.12% | 16.20% |
| JP:4680 | 77Outperform | JPY 370.13B | 20.27 | 20.75% | 1.41% | ― | ― |
| JP:7867 | 72Outperform | JPY 441.26B | 35.14 | ― | 1.36% | 7.38% | -27.18% |
| JP:6238 | 71Outperform | JPY 40.16B | 17.06 | ― | 2.72% | 5.23% | 37.68% |
| JP:9166 | 71Outperform | JPY 113.83B | 36.70 | ― | 0.66% | 47.16% | 21.05% |
| JP:4343 | 57Neutral | JPY 53.49B | 17.30 | ― | 0.92% | 10.11% | ― |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:4343 | AEON Fantasy Co., Ltd. | 2704.00 | -60.11 | -2.17% | |
| JP:7832 | BANDAI NAMCO Holdings | 6211.00 | 1490.04 | 31.56% | |
| JP:4680 | ROUND ONE Corporation | 1280.00 | 188.51 | 17.27% | |
| JP:6238 | FURYU CORP. | 1468.00 | 454.64 | 44.87% | |
| JP:7867 | Tomy Company, Ltd. | 4922.00 | 1809.52 | 58.14% | |
| JP:9166 | GENDA Inc. | 604.00 | -130.96 | -17.82% |
AEON Fantasy Co., Ltd. Corporate Events
AEON Fantasy Delivers Strong Q1 Earnings and Plans Higher Dividend
AEON Fantasy Co., Ltd., a Tokyo-listed operator of family amusement facilities in shopping centers, reported solid top-line growth in the quarter ended May 31, 2026, underscoring steady demand for its indoor entertainment offerings. The company’...
AEON Fantasy Posts Solid June Growth in Japan as Overseas Sales Soften
AEON Fantasy reported June net sales in Japan of JPY 5,643 million, a 7.4% year-on-year increase, with calendar-adjusted existing-store sales up 6.5%, despite a negative working-day impact from fewer Sundays. Domestic growth was broad-based across am...
AEON Fantasy books FX gains and reshapes segment reporting as China unit weakens
AEON Fantasy reported significant foreign exchange gains for the first quarter of the fiscal year ending February 28, 2027, booking ¥547.4 million in non-operating income across its newly defined domestic and overseas segments. The company also...
AEON Fantasy Releases Q1 FY2027 Supplementary Financial Materials
AEON Fantasy Co., Ltd. has disclosed supplementary materials for its consolidated financial summary covering the first quarter of the fiscal year ending February 28, 2027. The release signals the company’s intent to provide investors and stakeh...
AEON Fantasy Posts Profit Surge in Q1 and Raises Annual Dividend Outlook
AEON Fantasy Co., Ltd. reported consolidated net sales of ¥24.58 billion for the three months ended May 31, 2026, up 12.2% year on year, with operating profit rising 9.3% to ¥1.34 billion and ordinary profit surging 173.2% to ¥1.61 bil...
AEON Fantasy Sets Terms for 19th Stock Option Grant to Directors
AEON Fantasy has set the issue price for its 19th series of stock acquisition rights, a stock compensation-type stock option program for directors for the 2025 fiscal year, at 234,000 yen per unit. These options are granted as non-cash compensation,...
AEON Fantasy Posts Strong May Sales as Domestic Leisure Demand Accelerates
AEON Fantasy Co., Ltd., a Japan-based operator of family amusement centers, retail formats and leisure facilities, reported strong domestic performance in May for the fiscal year ending February 28, 2027. Net sales in Japan rose 18.1% year on year to...
AEON Fantasy Clears Path for Fully Virtual Shareholder Meetings
AEON Fantasy Co., Ltd. has amended its Articles of Incorporation to allow general meetings of shareholders to be held without a specific physical location, reflecting the broader digitalization trend in corporate governance. The change, approved at t...
AEON Fantasy Outlines Deep Integration and Governance Links With AEON Group
AEON Fantasy detailed its position within the AEON Group, confirming AEON Co., Ltd. as its parent with a 63.14% voting stake and highlighting the group’s strategy of leveraging shared services and coordinated management while preserving the sub...
AEON Fantasy Adopts New Stock Option Plan to Tighten Director-Shareholder Alignment
AEON Fantasy Co., Ltd. has approved the issuance of its 20th series of stock acquisition rights as stock compensation-type stock options for directors, aiming to align executive pay more closely with business performance and share price. The plan see...
AEON Fantasy’s April Sales Climb on Strong Domestic Amusement Demand
AEON Fantasy Co., Ltd., a Japan-based operator of family amusement centers, general stores, specialty outlets, playgrounds and spa-type leisure facilities, continues to expand its footprint with more than 800 domestic locations. The company also runs...
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 04, 2026