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Companies Real Estate 8912.T
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8912.T Tokyo Stock Exchange Real Estate Services

8912.T

¥171,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
1,69 %
Op margin
11,8 %
ROE
8,1 %
Net margin
4,5 %
Debt / equity
0,45
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the real estate services industry, providing property management and development services, and generates revenue primarily through property operations and asset management.

Business. The company operates in the real estate services industry, providing property management and development services, and generates revenue primarily through property operations and asset management.

Classification92 %
SectorReal Estate
IndustryReal Estate Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
8,1 %
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 8912.
  • 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 8912.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 services industry, providing property management and development services, and generates revenue primarily through property operations and asset management.

    Classification92 %
    SectorReal Estate
    IndustryReal Estate Services
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 0.45, indicating a relatively conservative capital structure. However, its current ratio of 0.61 suggests potential liquidity constraints, as current liabilities exceed current assets. The company's liquidity position is assessed as medium risk, with a key flag noting that net cash is negative after subtracting total debt.

    Profitability metrics show a return on equity (ROE) of 8.1% and a return on assets (ROA) of 2.84%. These figures are below the industry median for ROE and ROA in the real estate services sector, indicating that the company is underperforming its peers in terms of capital efficiency and asset utilization.

    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 fluctuations and regulatory changes. The company's revenue is entirely derived from property management and development services, with no material contribution from other business lines.

    Looking ahead, the company is projected to experience a modest growth in revenue, with a year-over-year increase of approximately 3% in the current fiscal year. This growth is driven by a stable demand for property management services and a slight expansion in the asset portfolio. However, the company's capital expenditures are expected to remain negative, indicating a focus on cost control and asset optimization.

    The company's risk profile is characterized by medium liquidity risk and low dilution potential. The risk assessment highlights the negative net cash position as a key concern, but the low dilution risk suggests that the company is not likely to issue additional shares in the near term. The company's capital structure remains stable, with no significant changes in shares outstanding between basic and diluted shares.

    Recent events include the release of the latest financial results, which show a net income of 112,461,000 JPY and an operating income of 292,510,000 JPY. The company's earnings per share (EPS) of 7.00 JPY align with analyst estimates, indicating that the company is meeting market expectations. No material changes in business strategy or regulatory environment have been disclosed in the latest filings.

    Key takeaways
    • The company's conservative capital structure is offset by a weak liquidity position, with a current ratio of 0.61.
    • ROE and ROA are below industry medians, indicating underperformance in capital efficiency and asset utilization.
    • Revenue is concentrated in a single business segment with no geographic diversification, increasing exposure to regional risks.
    • The company is projected to grow revenue by 3% in the current fiscal year, driven by stable demand and asset portfolio expansion.
    • Liquidity risk is medium, and dilution risk is low, with no significant changes in shares outstanding.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥171,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥1.39B
    Net cash
    -¥205.6M
    Current ratio
    0.6
    Debt / equity
    0.5
    ROA
    2.8%
    ROE
    8.1%
    Cash conversion
    264.0%
    CapEx / revenue
    -6.5%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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 Margin11,8 %Above median
    Net Margin4,5 %Above median
    ROE8,1 %Above median
    Capex / Rev-6,5 %Bottom quartile
    D/E0,45Below median
    Cash Conv2,64Above P75

    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
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 8912.T Market data — financials · 2026-05-27
    • Area Quest Inc Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    8912.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    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
    — missing data
    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