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Companies Real Estate 3232.T
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3232.T Tokyo Stock Exchange Real Estate Rental, Development & Operations

3232.T

¥525,00
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JPY
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Mcap
52,8B JPY
P/E
EV / Rev
Div yield
3,05 %
Op margin
8,1 %
ROE
9,6 %
Net margin
5,8 %
Debt / equity
1,26
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the real estate rental, development, and operations sector, generating revenue primarily through property management and development activities.

Business. 3232.T is a real estate company engaged in rental, development, and operations activities. The firm generates revenue primarily through rental income, consistent with industry standards for real estate investment trusts. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

Classification92 %
SectorReal Estate
IndustryReal Estate Rental, Development & Operations
Generated · model-assisted
Sell-side consensus
HOLD1 analysts
0 buy1 hold0 sell
Avg 12m price target625,00

Analyst recommendations

1 analysts · consensus Hold
Buy0
Hold1
Sell0
12-month price target
625,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
1 analysts · indicative
Ownership
not yet wired
Profitability
9,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 3232.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate · THIS SECTOR−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 3232.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    3232.T is a real estate company engaged in rental, development, and operations activities. The firm generates revenue primarily through rental income, consistent with industry standards for real estate investment trusts. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

    Classification92 %
    SectorReal Estate
    IndustryReal Estate Rental, Development & Operations
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 1.26, indicating a moderate reliance on debt financing. Its liquidity position is assessed as medium, with a current ratio of 0.81, suggesting limited short-term liquidity. The price-to-book ratio of 0.83 implies that the company's market value is below its book value, potentially signaling undervaluation or asset impairment concerns.

    Profitability metrics show a return on equity of 9.64% and a return on assets of 3.34%, both below the typical thresholds for high-performing real estate firms. The operating margin, calculated as operating income of 8.43 billion JPY on revenue of 103.85 billion JPY, is 8.12%, which is in line with the industry median for real estate operations. However, the net profit margin of 5.84% is slightly below the median, indicating potential inefficiencies in cost management or tax optimization.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic downturns and regulatory changes. The absence of segment-specific data limits the ability to assess the performance of individual business lines.

    The company's growth trajectory is modest, with no significant revenue growth reported in the latest financial period. The outlook for the current fiscal year suggests a continuation of this trend, with no material changes expected in the near term. The capital expenditure of 10.68 billion JPY indicates ongoing investment in property development, but the free cash flow of -692.35 million JPY highlights the strain on liquidity.

    Risk factors include a medium liquidity risk due to the current ratio of 0.81 and a negative net cash position after subtracting total debt. The dilution risk is assessed as low, with no significant changes in shares outstanding between basic and diluted figures. The company has not disclosed any recent events that would significantly impact its financial position or strategic direction.

    Recent filings and transcripts do not indicate any material changes in the company's operations or financial strategy. The analyst estimates suggest a mean price target of 625.00 JPY, with a single "hold" recommendation and no "buy" or "strong buy" ratings. This indicates a cautious outlook from the investment community.

    Key takeaways
    • The company's debt-to-equity ratio of 1.26 suggests a moderate reliance on debt financing.
    • A return on equity of 9.64% and a return on assets of 3.34% indicate below-average profitability for the real estate sector.
    • The company's revenue is concentrated in a single business segment, increasing exposure to regional economic risks.
    • Analysts have a cautious outlook, with a mean price target of 625.00 JPY and a single "hold" recommendation.
    • The company's liquidity position is medium, with a current ratio of 0.81 and a negative net cash position after subtracting total debt.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥525,00
    Market cap
    ¥51.97B
    Enterprise value
    ¥125.74B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    13.8x
    P / B
    0.8x
    P / Tangible book
    0.8x
    Tangible book
    ¥62.83B
    Net cash
    -¥73.77B
    Current ratio
    0.8
    Debt / equity
    1.3
    ROA
    3.3%
    ROE
    9.6%
    Cash conversion
    150.0%
    CapEx / revenue
    -10.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    64,10
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-07 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate64,10
    Revenueno estimateno estimate109,7B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy0
    Hold1
    Sell0
    Strong sell0
    12-month price target¥625,00 · Median ¥625,00
    Low ¥625,00High ¥625,00
    EPS surprise
    −5,6 %
    reported vs consensus · miss
    Revenue surprise
    −5,3 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥625,00
    Mean¥625,00
    Median¥625,00
    High¥625,00
    Spot¥525,00
    +19.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin8,1 %Below median
    Net Margin5,8 %Below median
    ROE9,6 %Above P75
    Capex / Rev-10,3 %Bottom quartile
    D/E1,26Below median
    Cash Conv1,50Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 3232.T Market data — financials · 2026-05-26
    • Mie Kotsu Group Holdings Inc Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3232.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage