LIFULL CoLtd (JP:2120)
:2120
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LIFULL Co
(2120)
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Rating:72Outperform
Price Target:
¥212.00
▲(22.54% Upside)
Action:ReiteratedDate:02/18/26
The score is driven by very strong valuation (low P/E and high dividend yield) and supportive technical momentum with the stock above key moving averages. Offsetting these positives, the financial picture is mixed: profitability has rebounded, but revenue is declining and free cash flow has been volatile with weaker conversion versus earnings.
Positive Factors
High gross margin
An exceptionally high gross margin (~94.8%) reflects a highly scalable, low-variable-cost platform business. This structural margin buffer supports durable profitability, funds reinvestment and shareholder returns, and cushions the company against moderate revenue volatility over months.
Negative Factors
Revenue decline
Declining revenue (about -4.9% TTM and weaker multi-year trends) signals demand or market-share pressure. Even with high margins, persistent top-line contraction undermines long-term earnings sustainability and limits the company’s ability to scale fixed costs or offset cyclical slowdowns over the next several months.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross margin
An exceptionally high gross margin (~94.8%) reflects a highly scalable, low-variable-cost platform business. This structural margin buffer supports durable profitability, funds reinvestment and shareholder returns, and cushions the company against moderate revenue volatility over months.
Read all positive factors
LIFULL Co (2120) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥25.63B
Dividend Yield5.66%
Average Volume (3M)837.63K
Price to Earnings (P/E)7.6
Beta (1Y)1.08
Revenue Growth-18.39%
EPS GrowthN/A
CountryJP
Employees1,758
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)5.88
Shares Outstanding134,563,540
10 Day Avg. Volume1,499,010
30 Day Avg. Volume837,630
Financial Highlights & Ratios
PEG Ratio-0.03
Price to Book (P/B)1.03
Price to Sales (P/S)0.95
P/FCF Ratio-7.98
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LIFULL Co Business Overview & Revenue Model
Company Description
LIFULL Co., Ltd. provides real estate information services in Japan. It offers LIFULL HOME'S, a site of real estate and housing information; LIFULL Revitalize Rural Japan that suggest new lifestyles to people in Japan based on refurbishment of aba...
How the Company Makes Money
LIFULL primarily makes money by monetizing its online platforms that connect users searching for housing/lifestyle services with businesses that want customer leads. Key revenue streams include: (1) Advertising and listing fees from businesses (e....
LIFULL Co Financial Statement Overview
Summary
Income Statement
70
Positive
Balance Sheet
74
Positive
Cash Flow
42
Neutral
| 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 | 14.63B | 16.51B | 16.52B | 13.15B |
| Total Debt | 8.90B | 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 | 32.46B | 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
Neutral
173.00
Price Trends
198.08
Negative
186.45
Positive
190.21
Positive
Market Momentum
-0.97
Positive
47.84
Neutral
54.17
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2120, the sentiment is Neutral. The current price of 173 is below the 20-day moving average (MA) of 201.65, below the 50-day MA of 198.08, and below the 200-day MA of 190.21, indicating a neutral trend. The MACD of -0.97 indicates Positive momentum. The RSI at 47.84 is Neutral, neither overbought nor oversold. The STOCH value of 54.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2120.
LIFULL Co Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ¥25.63B | 7.57 | 22.37% | 5.66% | -18.39% | ― | |
70 Outperform | ¥43.63B | 13.16 | ― | 1.54% | 10.84% | 5.13% | |
65 Neutral | ¥8.05B | 18.99 | ― | ― | 3.38% | 47.24% | |
63 Neutral | ¥49.37B | 58.36 | ― | ― | 22.37% | 655.34% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
59 Neutral | ¥17.53B | -79.92 | ― | 1.85% | 0.63% | -1.84% | |
51 Neutral | ¥63.67B | -34.22 | ― | ― | 31.11% | 96.33% |
* Communication Services Sector Average
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LIFULL Co Corporate Events
LIFULL Details New Shareholder Benefit Program Tied to Core Real Estate Services
Mar 17, 2026
LIFULL Co., Ltd. has finalized the structure of its newly introduced shareholder benefit program, which applies to investors holding at least 4,000 shares continuously and recorded under the same shareholder number over designated semiannual recor...
LIFULL Completes Restricted Stock Allocation to Directors
Feb 27, 2026
LIFULL Co., Ltd. has completed the allocation of 179,828 new ordinary shares under its restricted stock plan for directors, following a board resolution passed on January 28, 2026. The shares, priced at ¥177 each based on the prior trading da...
LIFULL Kicks Off FY 2026 With Profit Surge and AI-Driven Real Estate Push
Feb 12, 2026
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’...
LIFULL Launches New Shareholder Benefit Program to Boost Long-Term Investment
Feb 12, 2026
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 ...
LIFULL Sets Lower FY 2026 Dividend but Targets 7.4% Total Shareholder Yield
Feb 12, 2026
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 busin...
LIFULL Delivers Strong Q1 Earnings but Expects Profit Decline for FY 2026
Feb 12, 2026
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 nea...
LIFULL to Issue Restricted Stock to Directors to Strengthen Long-Term Incentives
Jan 28, 2026
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 d...
LIFULL Finalizes Terms for Stock Options Grant to Directors and Employees
Jan 16, 2026
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 su...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.