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Companies Real Estate 3277.T
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3277.T Tokyo Stock Exchange Real Estate Rental, Development & Operations

3277.T

¥1 258,00
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JPY
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Mcap
10,2B JPY
P/E
EV / Rev
Div yield
3,54 %
Op margin
9,6 %
ROE
9,6 %
Net margin
5,5 %
Debt / equity
1,86
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. The company operates in the real estate rental, development, and operations sector, generating revenue primarily through property management and development activities.

Classification92 %
SectorReal Estate
IndustryReal Estate Rental, Development & Operations
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target1 650,00

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
1 650,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 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 3277.
  • 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 3277.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

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

    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 1.86, indicating a relatively high reliance on debt financing. Its liquidity position is assessed as medium, with a current ratio of 1.66, suggesting it can cover short-term obligations but with limited buffer. The price-to-book ratio of 0.77 implies that the company's market value is trading below its book value, potentially signaling undervaluation or asset impairment concerns.

    Profitability metrics show a return on equity (ROE) of 9.56% and a return on assets (ROA) of 3.18%, which are below the industry median for real estate firms. The operating margin is 9.63% (calculated from operating income of 2.25 billion JPY on revenue of 23.35 billion JPY), which is also below the industry median for real estate rental and development companies. The company's net profit margin of 5.55% (1.29 billion JPY net income on 23.35 billion JPY revenue) further highlights the pressure on profitability in a competitive sector.

    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 segmental or geographic breakdown in the financial data suggests a need for further transparency.

    The company's growth trajectory is modest, with no disclosed revenue growth in the most recent fiscal year. Analysts have set a mean price target of 1,650 JPY, implying a potential upside of 28.75% from the current market price of 1,280 JPY. However, the company's operating cash flow is negative at -5.97 billion JPY, which could constrain its ability to fund growth initiatives without external financing.

    Risk factors include a medium liquidity risk due to the negative net cash position after subtracting total debt. The company's dilution risk is assessed as low, with no significant dilution potential in the near term. However, the reliance on long-term debt (25.14 billion JPY) exposes the company to interest rate volatility and refinancing risk.

    Recent events include the publication of the latest financial data, which shows a free cash flow of 547.73 million JPY and a capital expenditure of -513.40 million JPY. These figures suggest the company is investing in its operations but is not generating substantial excess cash. No recent filings or transcripts have been disclosed that would indicate significant strategic shifts or operational changes.

    Key takeaways
    • The company's debt-to-equity ratio of 1.86 indicates a high reliance on debt financing, which increases financial risk.
    • The company's ROE of 9.56% and ROA of 3.18% are below the industry median, suggesting underperformance in asset utilization and profitability.
    • The company's revenue is concentrated in a single business segment, increasing exposure to regional and sector-specific risks.
    • Analysts have set a mean price target of 1,650 JPY, implying a potential upside of 28.75% from the current market price.
    • The company's liquidity position is medium, with a current ratio of 1.66, and its operating cash flow is negative, which could limit growth without external financing.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 258,00
    Market cap
    ¥10.39B
    Enterprise value
    ¥30.81B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    0.8x
    P / Tangible book
    0.8x
    Tangible book
    ¥13.55B
    Net cash
    -¥20.43B
    Current ratio
    1.7
    Debt / equity
    1.9
    ROA
    3.2%
    ROE
    9.6%
    Cash conversion
    -461.0%
    CapEx / revenue
    -2.2%
    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
    150,15
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · 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 estimate150,15
    Revenueno estimateno estimate25,9B 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 distribution2 analysts
    Strong buy1
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥1 650,00 · Median ¥1 650,00
    Low ¥1 650,00High ¥1 650,00
    EPS surprise
    +5,9 %
    reported vs consensus · beat
    Revenue surprise
    −10,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥1 650,00
    Mean¥1 650,00
    Median¥1 650,00
    High¥1 650,00
    Spot¥1 258,00
    +31.2 %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 Margin9,6 %Below median
    Net Margin5,5 %Below median
    ROE9,6 %Above P75
    Capex / Rev-2,2 %Below median
    D/E1,86Bottom quartile
    Cash Conv-4,61Bottom quartile

    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
    • 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)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 3277.T Market data — financials · 2026-05-26
    • Sansei Landic Co Ltd 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
    3277.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)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    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