Recurring, Fee-based Leasing ModelSBI Leasing’s core business is lease and interest income from multi-year contracts, creating a predictable, recurring revenue base. That structure supports durable cashflow visibility, customer stickiness and opportunities for cross-sell of financing services over the medium term.

Improving Operating MarginsImproving EBIT and EBITDA margins point to better operational efficiency and pricing discipline. Sustained margin expansion increases cushions against credit losses and funding cost swings, improving the firm's ability to generate operating profits even with revenue variability.

Strengthening Equity BaseA gradual rise in shareholders' equity bolsters capital adequacy and provides a buffer versus credit losses or asset write-downs. For a finance-heavy leasing firm, a stronger equity base improves regulatory and lender confidence and supports continued asset growth sustainably.

Bears Say

High And Rising LeverageHeavy reliance on debt financing raises structural risk: higher interest burdens, refinancing exposure, and sensitivity to rate hikes. For a leasing company that must fund asset purchases continuously, rising leverage constrains strategic flexibility and elevates solvency risk over time.

Persistent Negative Free Cash FlowConsistent negative free cash flow and repeated negative operating cash flows indicate the business struggles to convert accounting profits into cash. This structural cash shortfall forces reliance on external funding, increasing liquidity and refinancing risk versus peers.

Revenue Volatility And Irregular Net MarginsMarked revenue swings and inconsistent net margins reduce predictability of earnings and impair long-term planning. For a lessor, such volatility often reflects asset utilization, credit losses or pricing pressure and can persist, complicating credit relationships and capital allocation.

5834 FAQ

What was SBI Leasing Services Co.,Ltd.’s price range in the past 12 months?

SBI Leasing Services Co.,Ltd. lowest stock price was ¥2436.00 and its highest was ¥7140.00 in the past 12 months.

What is SBI Leasing Services Co.,Ltd.’s market cap?

SBI Leasing Services Co.,Ltd.’s market cap is ¥54.46B.

When is SBI Leasing Services Co.,Ltd.’s upcoming earnings report date?

SBI Leasing Services Co.,Ltd.’s upcoming earnings report date is Apr 24, 2026 which is in 65 days.

How were SBI Leasing Services Co.,Ltd.’s earnings last quarter?

SBI Leasing Services Co.,Ltd. released its earnings results on Jan 29, 2026. The company reported ¥214.71 earnings per share for the quarter, beating the consensus estimate of N/A by ¥214.71.

Is SBI Leasing Services Co.,Ltd. overvalued?

According to Wall Street analysts SBI Leasing Services Co.,Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does SBI Leasing Services Co.,Ltd. pay dividends?

SBI Leasing Services Co.,Ltd. pays a Semiannually dividend of ¥50 which represents an annual dividend yield of 3.9%. See more information on SBI Leasing Services Co.,Ltd. dividends here

What is SBI Leasing Services Co.,Ltd.’s EPS estimate?

SBI Leasing Services Co.,Ltd.’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does SBI Leasing Services Co.,Ltd. have?

SBI Leasing Services Co.,Ltd. has 7,926,800 shares outstanding.

What happened to SBI Leasing Services Co.,Ltd.’s price movement after its last earnings report?

SBI Leasing Services Co.,Ltd. reported an EPS of ¥214.71 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 2.178%.

Which hedge fund is a major shareholder of SBI Leasing Services Co.,Ltd.?

Currently, no hedge funds are holding shares in JP:5834

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

SBI Leasing Services Co.,Ltd.

SBI Leasing Services Co., Ltd. engages in the arrangement and selling of investment funds in the operating lease business primarily focused on aircraft and ships. It also provides investment opportunities in amortized assets, such as small aircraft and helicopters leased to lessees, including an airline or a ship operator. The company was incorporated in 2017 and is headquartered in Minato-ku, Japan. SBI Leasing Services Co., Ltd. operates as a subsidiary of SBI Holdings, Inc.