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Sun Frontier Fudousan Co Ltd (JP:8934)
:8934
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Sun Frontier Fudousan Co (8934) AI Stock Analysis

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JP:8934

Sun Frontier Fudousan Co

(8934)

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Neutral 62 (OpenAI - 5.2)
Rating:62Neutral
Price Target:
¥2,609.00
▲(2.92% Upside)
Action:Reiterated
Date:08/17/26
The score is driven primarily by mixed fundamentals: strong growth and healthy margins are meaningfully offset by sustained negative operating/free cash flow and higher leverage. Valuation is a clear positive (low P/E and solid yield), while technicals are neutral-to-soft with mildly negative momentum indicators.
Positive Factors
Strong Revenue Growth
Rapid recent revenue expansion indicates stronger business activity and portfolio turnover. If the company can sustain its real-estate investment, brokerage, leasing, and management execution, the larger operating base may support continued scale over the next several quarters.
Negative Factors
Persistent Negative Cash Flow
Three consecutive years of negative operating and free cash flow indicate that reported profits are not currently converting into liquidity. Continued working-capital or property investment requirements could constrain self-funded growth and increase reliance on external financing.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
Rapid recent revenue expansion indicates stronger business activity and portfolio turnover. If the company can sustain its real-estate investment, brokerage, leasing, and management execution, the larger operating base may support continued scale over the next several quarters.
Read all positive factors

Sun Frontier Fudousan Co (8934) vs. iShares MSCI Japan ETF (EWJ)

Sun Frontier Fudousan Co Business Overview & Revenue Model

Company Description
Based in Tokyo, Sun Frontier Fudousan Co., Ltd. provides extensive real estate revitalization services, primarily assisting property owners, asset managers, and high-net-worth individuals. The company's operations are divided into four main segmen...
How the Company Makes Money
null...

Sun Frontier Fudousan Co Financial Statement Overview

Summary
Strong revenue acceleration and solid profitability (net margin ~14% in 2025–2026; operating margin ~21% in 2026) are positives, but they are outweighed by weak cash-quality: operating cash flow and free cash flow have been negative for 2024–2026. Leverage has also risen (debt-to-equity ~0.99 in 2026), increasing downside risk if conditions soften.
Income Statement
78
Positive
Balance Sheet
63
Positive
Cash Flow
34
Negative
BreakdownTTMMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue118.70B116.08B103.17B79.87B82.78B71.25B
Gross Profit35.31B34.20B32.23B26.41B22.81B19.34B
EBITDA29.52B28.58B24.15B19.80B16.94B13.84B
Net Income15.95B15.99B14.16B11.92B11.61B7.42B
Balance Sheet
Total Assets292.08B264.46B218.19B188.66B152.52B136.51B
Cash, Cash Equivalents and Short-Term Investments43.71B39.27B44.92B47.87B42.02B30.05B
Total Debt130.66B118.03B92.46B79.54B55.66B51.07B
Total Liabilities155.98B144.08B112.29B94.25B68.56B62.06B
Stockholders Equity135.48B119.76B102.19B90.55B80.73B71.31B
Cash Flow
Free Cash Flow0.00-23.89B-8.26B-13.46B9.01B8.96B
Operating Cash Flow0.00-18.04B-4.24B-11.00B16.54B17.44B
Investing Cash Flow0.00-10.29B-8.81B-4.21B-6.68B-9.38B
Financing Cash Flow0.0022.20B9.48B20.99B2.04B443.00M

Sun Frontier Fudousan Co Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2535.00
Price Trends
50DMA
2470.14
Positive
100DMA
2501.64
Positive
200DMA
2478.00
Positive
Market Momentum
MACD
11.12
Negative
RSI
52.55
Neutral
STOCH
72.26
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8934, the sentiment is Positive. The current price of 2535 is above the 20-day moving average (MA) of 2481.95, above the 50-day MA of 2470.14, and above the 200-day MA of 2478.00, indicating a bullish trend. The MACD of 11.12 indicates Negative momentum. The RSI at 52.55 is Neutral, neither overbought nor oversold. The STOCH value of 72.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8934.

Sun Frontier Fudousan Co Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
62
Neutral
¥145.04B7.9614.49%2.93%3.39%-6.00%
61
Neutral
¥856.83B10.7410.89%4.23%17.22%1.86%
59
Neutral
¥711.38B11.538.82%3.34%16.54%13.29%
58
Neutral
¥1.38T11.4013.09%3.51%22.88%16.05%
57
Neutral
¥3.14T13.969.02%1.20%5.41%19.07%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
54
Neutral
¥168.34B9.8315.16%2.66%27.38%29.98%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:8934
Sun Frontier Fudousan Co
2,505.00
271.78
12.17%
JP:3003
Hulic Co
1,793.00
259.20
16.90%
JP:2337
Ichigo
411.00
-10.42
-2.47%
JP:3231
Nomura Real Estate Holdings
933.30
40.52
4.54%
JP:8830
Sumitomo Realty & Development Co
3,387.00
314.88
10.25%
JP:8804
Tokyo Tatemono Co
3,427.00
694.92
25.44%

Sun Frontier Fudousan Co Corporate Events

Sun Frontier Fudousan Outlines Q1 FY2027 Results and Strategic Priorities
Aug 6, 2026
Sun Frontier Fudousan released its financial results for the first quarter of the fiscal year ending March 31, 2027, outlining its performance and strategic direction. The materials highlight the company’s growth strategies, business initiat...
Sun Frontier Fudousan Posts Q1 Growth, Lifts Dividend Outlook
Aug 6, 2026
Sun Frontier Fudousan reported consolidated first-quarter fiscal 2027 net sales of ¥29.9 billion, up 9.6% year on year, with operating profit rising 6.7% to ¥6.4 billion and ordinary profit up 1.9% to ¥5.9 billion, while profit attr...
Sun Frontier Fudousan Completes Restricted Stock Treasury Share Disposal
Jul 23, 2026
Sun Frontier Fudousan Co. has completed the payment procedures for the disposal of treasury shares used as restricted stock compensation for its executive officers and certain employees, following a board resolution made in late June 2026. The pro...
Sun Frontier Fudousan Completes Treasury Share Disposal for Director Restricted Stock Pay
Jul 23, 2026
Sun Frontier Fudousan Co., Ltd. has completed payment procedures for the disposal of treasury shares to be used as restricted stock remuneration for its directors. The move involves 11,759 common shares at a disposal price of 2,339 yen per share, ...
Sun Frontier Fudousan Issues Restricted Treasury Shares to Executives and Staff
Jun 23, 2026
Sun Frontier Fudousan has approved the disposal of 20,163 treasury shares as restricted stock to 10 executive officers and 68 employees, valued at a total of ¥47,161,257 based on a disposal price of ¥2,339 per share. The restricted stock...
Sun Frontier Fudousan to Grant Restricted Stock to Directors via Treasury Share Disposal
Jun 23, 2026
Sun Frontier Fudousan has approved the disposal of 11,759 treasury shares as restricted stock remuneration for five internal directors, with a total value of about ¥27.5 million based on a disposal price of ¥2,339 per share. The issuance...
Sun Frontier Fudousan Raises Annual Dividend as Part of Long-Term Shareholder Return Policy
May 19, 2026
Sun Frontier Fudousan has approved a year-end dividend of 38 yen per share from retained earnings for the fiscal year ended March 31, 2026, matching its earlier forecast. This brings the total annual dividend to 76 yen per share, up from 66 yen in...
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 17, 2026