LIFULL CoLtd (JP:2120)
:2120
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LIFULL Co
(2120)
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Rating:66Neutral
Price Target:
¥197.00
▲(13.87% Upside)
Action:Downgraded
Date:05/14/26
The score is driven primarily by solid profitability and manageable leverage, tempered by weak and volatile free-cash-flow conversion. Valuation is a clear positive (low P/E and high dividend yield), but technicals are bearish with the stock trading below major moving averages and negative MACD.
Positive Factors
High gross and operating margins
Sustained very high gross margin and healthy operating/EBITDA margins reflect a low-variable-cost platform business (listings/ads) with pricing power. This structural margin profile supports reinvestment, resiliency to competitive pressure, and long-term profitability even with moderate revenue swings.
Negative Factors
Volatile free cash flow conversion
Weak FCF conversion versus net income signals profits aren’t fully translating into surplus cash after investments. This reduces internal funding for growth or returns, elevates reliance on financing, and is a structural risk to capital allocation and dividend sustainability over months to years.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross and operating margins
Sustained very high gross margin and healthy operating/EBITDA margins reflect a low-variable-cost platform business (listings/ads) with pricing power. This structural margin profile supports reinvestment, resiliency to competitive pressure, and long-term profitability even with moderate revenue swings.
Read all positive factors
LIFULL Co (2120) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥24.97B
Dividend Yield5.66%
Average Volume (3M)837.63K
Price to Earnings (P/E)7.7
Beta (1Y)1.05
Revenue Growth-8.47%
EPS GrowthN/A
CountryJP
Employees1,758
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)24.49
Shares Outstanding134,586,030
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 operating online marketplaces and media where business customers pay for exposure and lead generation to reach consumers searching for housing and related services. Its core revenue stream is advertising and marketi...
LIFULL Co Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
70
Positive
Cash Flow
56
Neutral
| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 28.74B | 28.13B | 34.47B | 36.41B | 35.73B | 35.86B |
| Gross Profit | 27.48B | 26.67B | 32.21B | 32.55B | 31.67B | 31.91B |
| EBITDA | 5.37B | 3.93B | -4.83B | 3.88B | 3.60B | -4.64B |
| Net Income | 3.14B | 5.32B | -8.46B | 1.03B | 1.18B | -5.90B |
Balance Sheet | ||||||
| Total Assets | 42.10B | 40.91B | 41.19B | 51.17B | 48.71B | 45.89B |
| Cash, Cash Equivalents and Short-Term Investments | 8.78B | 10.70B | 14.63B | 16.51B | 16.52B | 13.15B |
| Total Debt | 10.37B | 9.12B | 5.54B | 7.79B | 11.29B | 11.13B |
| Total Liabilities | 14.46B | 14.69B | 16.99B | 18.61B | 17.58B | 17.35B |
| Stockholders Equity | 27.27B | 26.02B | 24.11B | 32.46B | 31.00B | 28.41B |
Cash Flow | ||||||
| Free Cash Flow | 1.43B | -3.35B | 1.27B | 5.71B | 2.02B | 509.81M |
| Operating Cash Flow | 5.29B | 4.81B | 1.67B | 6.23B | 2.70B | 1.29B |
| Investing Cash Flow | -6.03B | -11.70B | -718.00M | -1.74B | 388.87M | -1.07B |
| Financing Cash Flow | 914.00M | 3.74B | -2.98B | -5.08B | -54.08M | -3.29B |
LIFULL Co Technical Analysis
Neutral
173.00
Price Trends
198.00
Negative
192.27
Negative
192.02
Negative
Market Momentum
-3.03
Positive
48.14
Neutral
56.52
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 192.15, below the 50-day MA of 198.00, and below the 200-day MA of 192.02, indicating a bearish trend. The MACD of -3.03 indicates Positive momentum. The RSI at 48.14 is Neutral, neither overbought nor oversold. The STOCH value of 56.52 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 |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥13.46B | 13.32 | ― | ― | 15.73% | 19.43% | |
71 Outperform | ¥42.57B | 9.82 | ― | 1.54% | 14.82% | 9.22% | |
70 Outperform | ¥41.52B | 34.67 | ― | ― | 27.05% | 495.56% | |
66 Neutral | ¥24.97B | 7.74 | 22.37% | 5.66% | -8.47% | ― | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
59 Neutral | ¥17.34B | -79.92 | ― | 1.85% | 0.65% | -58.61% | |
51 Neutral | ¥61.91B | -34.22 | ― | ― | 27.14% | 23.53% |
* Communication Services Sector Average
JP:2120
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LIFULL Co Corporate Events
LIFULL Posts Profit Growth as AI-Driven HOME’S Platform Powers Mid-Term Expansion Plan
May 12, 2026
LIFULL reported consolidated revenue of ¥14.90 billion for the second quarter of FY 2026/9, up 4.3% year on year, with operating profit rising to ¥2.34 billion as its core HOME’S Services business drove steady growth. The company h...
LIFULL Posts Higher Revenue but Lower Profit as One-Off Gains Fade
May 12, 2026
LIFULL Co. reported consolidated revenue of ¥14.9 billion for the six months ended March 31, 2026, up 4.3% year on year, with operating profit rising 28.5% to ¥2.3 billion as it focuses on continuing domestic operations. Despite this, pr...
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...
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.