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Musashino Kogyo Co., Ltd. (JP:9635)
:9635
Japanese Market
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Musashino Kogyo Co., Ltd. (9635) AI Stock Analysis

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JP:9635

Musashino Kogyo Co., Ltd.

(9635)

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Neutral 65 (OpenAI - Gpt-5.6Sol)
Rating:65Neutral
Price Target:
¥2,747.00
▲(22.14% Upside)
Action:Reiterated
Date:08/18/26
The score is driven mainly by solid balance sheet quality and attractive valuation (low P/E), which help offset business volatility. The biggest limiter is weak and inconsistent cash generation—operating and free cash flow turned negative in 2026—alongside uneven revenue and earnings consistency. Technicals are moderately supportive with price holding above key moving averages and positive MACD.
Positive Factors
Conservative Balance Sheet
Low leverage and a substantial equity base provide financial resilience, reduce dependence on external funding, and give the company flexibility to manage fluctuations in cinema demand and real-estate operations.
Negative Factors
Weak Cash Conversion
Negative operating and free cash flow weaken confidence that reported earnings are converting into liquidity. Persistent working-capital swings or spending needs could constrain reinvestment, distributions, and financial flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Low leverage and a substantial equity base provide financial resilience, reduce dependence on external funding, and give the company flexibility to manage fluctuations in cinema demand and real-estate operations.
Read all positive factors

Musashino Kogyo Co., Ltd. (9635) vs. iShares MSCI Japan ETF (EWJ)

Musashino Kogyo Co., Ltd. Business Overview & Revenue Model

Company Description
Musashino Kogyo Co., Ltd. is a diversified Japanese corporation with core activities in the film entertainment, real estate, and broader commercial sectors. Its operations are organized into four main divisions: Film Business, Property Business, D...
How the Company Makes Money
The company primarily generates revenue from (1) cinema operations: ticket sales for movie screenings and related in-theater sales (e.g., concessions such as food and beverages) associated with operating movie theaters; and (2) real-estate-related...

Musashino Kogyo Co., Ltd. Financial Statement Overview

Summary
Strong balance sheet strength (low leverage and improving debt-to-equity) supports stability, but operating performance is uneven: revenue has been choppy and earnings have been volatile despite a sharp net margin improvement in 2026. Cash flow is the main concern, with operating cash flow and free cash flow turning negative in 2026, reducing confidence in earnings quality and cash conversion.
Income Statement
64
Positive
Balance Sheet
78
Positive
Cash Flow
41
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue964.25M1.33B1.36B1.28B1.38B1.29B
Gross Profit557.53M731.36M680.36M633.39M734.27M687.39M
EBITDA515.99M156.42M154.81M87.19M103.44M143.83M
Net Income365.03M360.38M64.96M4.67M40.58M50.01M
Balance Sheet
Total Assets6.32B6.34B6.07B5.98B5.95B5.99B
Cash, Cash Equivalents and Short-Term Investments1.20B1.17B861.28M758.32M743.27M759.25M
Total Debt251.63M265.12M317.69M345.02M347.44M411.26M
Total Liabilities2.33B2.36B2.46B2.40B2.38B2.45B
Stockholders Equity3.99B3.98B3.62B3.58B3.58B3.54B
Cash Flow
Free Cash Flow0.00-122.24M131.81M16.80M48.99M13.48M
Operating Cash Flow0.00-4.84M200.09M41.57M91.95M65.56M
Investing Cash Flow0.00366.00M-69.37M-20.39M-44.10M-47.15M
Financing Cash Flow0.00-52.79M-27.76M-6.18M-63.87M-94.58M

Musashino Kogyo Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2249.00
Price Trends
50DMA
2539.48
Positive
100DMA
2540.07
Positive
200DMA
2455.99
Positive
Market Momentum
MACD
3.61
Positive
RSI
52.01
Neutral
STOCH
26.27
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9635, the sentiment is Positive. The current price of 2249 is below the 20-day moving average (MA) of 2550.50, below the 50-day MA of 2539.48, and below the 200-day MA of 2455.99, indicating a bullish trend. The MACD of 3.61 indicates Positive momentum. The RSI at 52.01 is Neutral, neither overbought nor oversold. The STOCH value of 26.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9635.

Musashino Kogyo Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
¥4.48B4.630.50%18.08%89.27%
70
Outperform
¥2.26B54.22-2.19%-75.24%
65
Neutral
¥2.67B7.32-2.77%528.67%
64
Neutral
¥4.82B2.672.51%65.37%
60
Neutral
¥64.82B9.222.89%36.85%83.36%
57
Neutral
¥17.12B13.525.27%0.90%84.14%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9635
Musashino Kogyo Co., Ltd.
2,552.00
52.00
2.08%
JP:3252
JINUSHI Co.,Ltd.
2,980.00
18.01
0.61%
JP:8944
Land Business Co., Ltd.
242.00
34.32
16.53%
JP:8996
HouseFreedom Co., Ltd.
1,109.00
272.64
32.60%
JP:8999
Grandy House Corporation
581.00
42.81
7.95%
JP:9342
Sumasapo, Inc.
995.00
-236.00
-19.17%
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 18, 2026