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LIFULL Co
(2120)
LIFULL Co (2120) vs. iShares MSCI Japan ETF (EWJ)
LIFULL Co Business Overview & Revenue Model
LIFULL Co Financial Statement Overview
| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 26.75B | 28.13B | 34.47B | 36.41B | 35.73B | 35.86B |
| Gross Profit | 25.46B | 26.67B | 32.21B | 32.55B | 31.67B | 31.91B |
| EBITDA | 5.41B | 3.93B | -4.83B | 3.88B | 3.60B | -4.64B |
| Net Income | 5.69B | 5.32B | -8.46B | 1.03B | 1.18B | -5.90B |
Balance Sheet | ||||||
| Total Assets | 39.71B | 40.91B | 41.19B | 51.17B | 48.71B | 45.89B |
| Cash, Cash Equivalents and Short-Term Investments | 9.43B | 10.70B | 16.47B | 16.51B | 16.52B | 13.14B |
| Total Debt | 8.96B | 9.12B | 5.54B | 7.79B | 11.29B | 11.13B |
| Total Liabilities | 13.76B | 14.69B | 16.99B | 18.61B | 17.58B | 17.35B |
| Stockholders Equity | 25.72B | 26.02B | 24.11B | 32.55B | 31.00B | 28.41B |
Cash Flow | ||||||
| Free Cash Flow | 3.52B | -3.35B | 1.27B | 5.71B | 2.02B | 509.81M |
| Operating Cash Flow | 5.65B | 4.81B | 1.67B | 6.23B | 2.70B | 1.29B |
| Investing Cash Flow | -5.91B | -11.70B | -718.00M | -1.74B | 388.87M | -1.07B |
| Financing Cash Flow | -336.00M | 3.74B | -2.98B | -5.08B | -54.08M | -3.29B |
LIFULL Co Technical Analysis
LIFULL Co Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ¥28.50B | 4.87 | 9.76% | 5.66% | -18.39% | ― | |
70 Outperform | ¥18.55B | 16.07 | ― | 1.85% | 0.63% | -1.84% | |
70 Outperform | ¥47.36B | 11.23 | ― | 1.54% | 10.84% | 5.13% | |
67 Neutral | ¥69.26B | 17.25 | ― | ― | 31.11% | 96.33% | |
65 Neutral | ¥6.86B | 15.32 | ― | ― | 3.38% | 47.24% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
54 Neutral | ¥40.45B | 83.80 | ― | ― | 22.37% | 655.34% |
LIFULL Co Corporate Events
LIFULL Co. reported a strong start to its fiscal year ending September 2026, with first-quarter revenue rising 8.3% year on year to ¥6.9 billion and operating profit surging 42.1% to ¥1.1 billion, driven primarily by its core HOME’S Services business. The company improved profitability ahead of the Q2 peak season as both its client network and average revenue per account expanded, supported by nine consecutive quarters of revenue growth and top external rankings for listing freshness and on-site assessment rates.
Management underscored its push into the “real estate × AI” space, launching an interactive AI agent, LIFULL AI, to shift the housing search from simple queries to conversational engagement while internally achieving widespread generative AI adoption that delivered roughly 50,000 hours of productivity gains in six months. LIFULL also highlighted group synergies, with its Kenbiya real estate investment platform posting 18.8% revenue growth after database integration with HOME’S, and outlined enhanced shareholder returns via a new benefit program and early dividend guidance as it targets FY 2028 consolidated revenue of ¥35–40 billion, operating profit of ¥5.5–6.0 billion, and an operating margin above 15%.
The most recent analyst rating on (JP:2120) stock is a Buy with a Yen190.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.
LIFULL has approved the introduction of a new shareholder benefit program as part of its mid-term management plan for fiscal 2026–2028, aligning with its goal of continuously enhancing shareholder returns and improving profitability through strategic investment. The scheme is designed to increase the attractiveness of its shares, deepen understanding of its services among investors, and encourage medium- to long-term shareholding.
Eligible shareholders who hold at least 4,000 shares for a defined continuous period will receive semiannual e-money payments totaling ¥30,000 per year. In addition, they will gain preferential access to LIFULL group services, including cashback on qualifying real estate transactions via LIFULL HOME’S, substantial discounts on investment properties listed on LIFULL STAY, and 20% price reductions on Instant House and Instant Sauna products, reinforcing stakeholder engagement and potentially supporting demand across the company’s core platforms.
The most recent analyst rating on (JP:2120) stock is a Buy with a Yen190.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.
LIFULL Co. has set a full-year dividend forecast of ¥5.21 per share for the fiscal year ending September 30, 2026, down from the previous year’s ¥10.41, which included a commemorative dividend and one-time gains from overseas business restructuring. Management reiterated its policy of targeting a 30% payout ratio on profit attributable to owners, while adjusting for non-recurring items such as tax benefits from the reversal of tax loss carryforwards tied to overseas subsidiary reorganizations.
To increase transparency for investors, the company linked its dividend guidance to full-year earnings and anticipated extraordinary factors, and highlighted the combined effect of dividends and a newly introduced shareholder benefit program. Based on the current share price and the threshold of holding 40 units, LIFULL estimates a total annual yield of about 7.4%, signaling an effort to maintain an attractive shareholder return profile even as the cash dividend level normalizes from last year’s one-off boost.
The most recent analyst rating on (JP:2120) stock is a Buy with a Yen190.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.
LIFULL reported revenue of ¥6,993 million for the quarter ended December 31, 2025, up 8.3% year on year from continuing operations, with operating profit surging 42.1% to ¥1,177 million and profit attributable to owners of the parent nearly doubling to ¥753 million. Earnings per share rose to ¥5.88, while the equity ratio improved to 64.8%, underscoring a solid financial base after the reclassification of overseas operations as discontinued.
The company maintained its full-year forecast for FY 2026/9, projecting revenue of ¥29.7 billion but a 21.4% decline in operating profit and a 64.3% drop in profit attributable to owners, indicating expectations of higher costs or reduced one-off gains compared with the prior year. LIFULL also revised its dividend outlook, shifting to a policy targeting a 30% payout ratio and introducing a new shareholder benefit program, signaling a stronger focus on shareholder returns despite anticipated profit pressure.
The most recent analyst rating on (JP:2120) stock is a Buy with a Yen190.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.
LIFULL Co., Ltd. has approved the issuance of 179,828 new ordinary shares as restricted stock compensation for four internal directors, with an allotment date of February 27, 2026 and an issue price set at ¥177 per share, matching the prior day’s Tokyo Stock Exchange closing price to ensure the terms are aligned with market value and not excessively favorable. The issuance, totaling approximately ¥31.8 million, is part of a previously approved restricted stock compensation plan that shifts the company’s director pay from all-cash to a mix of cash and equity, imposes a 50‑year transfer restriction period, and links the lifting of restrictions to continued service, thereby aiming to better align management incentives with long-term corporate value and shareholder interests while strengthening governance and retention of key executives.
The most recent analyst rating on (JP:2120) stock is a Buy with a Yen190.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.
LIFULL Co., Ltd. has finalized key terms for a previously approved issuance of stock acquisition rights (stock options offered for value) to its directors, executive officers, and employees, as well as to directors and employees of its domestic subsidiaries. The grant covers 20,300 stock acquisition rights, corresponding to 2,030,000 shares of common stock (100 shares per right), allocated to 10 full-time directors and executive officers (9,000 units) and 213 employees and subsidiary officers and staff (11,300 units). The move underscores LIFULL’s use of equity-based compensation to align management and employee incentives with shareholder interests and long-term corporate value, potentially strengthening retention and motivation across the group and reinforcing its governance and human capital strategy.
The most recent analyst rating on (JP:2120) stock is a Buy with a Yen190.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.
At its 31st Ordinary General Meeting of Shareholders held on December 23, 2025, LIFULL Co., Ltd. reported that all proposals on the agenda were approved as originally submitted, reflecting strong shareholder support. The meeting endorsed an appropriation of surplus that includes a cash dividend of ¥10.41 per common share, totaling approximately ¥1.33 billion, with an effective date of December 24, 2025, signaling the company’s continued commitment to shareholder returns and financial stability as it moves forward.
The most recent analyst rating on (JP:2120) stock is a Hold with a Yen187.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.
LIFULL Co., Ltd. announced that it has met all the Tokyo Stock Exchange Prime Market Listing Maintenance Criteria as of September 30, 2025, following a series of strategic initiatives. These efforts included restructuring overseas businesses, increasing the dividend payout ratio, and engaging in proactive investor relations, which collectively improved market capitalization and share price, ensuring compliance and setting the stage for future growth.
The most recent analyst rating on (JP:2120) stock is a Hold with a Yen189.00 price target. To see the full list of analyst forecasts on LIFULL Co stock, see the JP:2120 Stock Forecast page.