Renaissance,Incorporated (JP:2378)
:2378
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Renaissance,Incorporated
(2378)
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Rating:54Neutral
Price Target:
¥1,113.00
▲(2.58% Upside)
Action:ReiteratedDate:03/24/26
The score is held back primarily by financial risk factors—high leverage, thin margins, and weaker free cash flow in 2025—despite improving revenue trends. Valuation is relatively supportive (low P/E with a modest dividend), while technical indicators are mostly neutral with a slight bearish tilt.
Positive Factors
Revenue recovery and growth
Sustained revenue recovery through 2025 demonstrates resilient demand for the company’s fitness and community health services. A durable top-line rebound helps absorb fixed costs across clubs, supports scale economies, and creates a firmer base for gradual margin improvement and reinvestment over the medium term.
Negative Factors
High leverage
Elevated leverage (~2.4x debt-to-equity) constrains financial flexibility in a cyclical services sector. High debt increases interest burden and refinancing risk, limiting the company’s ability to invest, withstand downturns, or pursue strategic M&A without materially improving cash generation or deleveraging over time.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue recovery and growth
Sustained revenue recovery through 2025 demonstrates resilient demand for the company’s fitness and community health services. A durable top-line rebound helps absorb fixed costs across clubs, supports scale economies, and creates a firmer base for gradual margin improvement and reinvestment over the medium term.
Read all positive factors
Renaissance,Incorporated (2378) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥19.77B
Dividend Yield1.12%
Average Volume (3M)65.99K
Price to Earnings (P/E)10.3
Beta (1Y)0.41
Revenue Growth19.01%
EPS Growth-18.93%
CountryJP
Employees1,868
SectorCommunication Services
Sector Strength97
IndustryGambling, Resorts & Casinos
Share Statistics
EPS (TTM)1.95
Shares Outstanding21,379,000
10 Day Avg. Volume37,510
30 Day Avg. Volume65,993
Financial Highlights & Ratios
PEG Ratio1.20
Price to Book (P/B)1.63
Price to Sales (P/S)0.31
P/FCF Ratio62.67
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)66.7
Revenue Forecast (FY)¥68.50B
Renaissance,Incorporated Business Overview & Revenue Model
Company Description
Renaissance,Incorporated engages in sports club business in Japan. It operates fitness clubs, swimming schools, tennis schools, golf schools, etc. The company also provides health promotional services for local municipalities, companies, etc.; nur...
Renaissance,Incorporated Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
41
Neutral
Cash Flow
48
Neutral
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 63.86B | 63.74B | 43.63B | 40.76B | 37.12B | 30.21B |
| Gross Profit | 5.08B | 5.68B | 3.67B | 2.98B | 3.01B | -2.27B |
| EBITDA | 4.34B | 4.98B | 3.68B | 2.39B | 3.05B | -7.20B |
| Net Income | 618.65M | 766.00M | 632.95M | -1.14B | 513.57M | -8.71B |
Balance Sheet | ||||||
| Total Assets | 56.30B | 56.06B | 53.19B | 42.62B | 38.54B | 42.04B |
| Cash, Cash Equivalents and Short-Term Investments | 8.20B | 7.68B | 6.21B | 5.53B | 4.86B | 7.10B |
| Total Debt | 29.82B | 29.01B | 26.73B | 22.55B | 18.88B | 23.61B |
| Total Liabilities | 44.30B | 43.94B | 41.76B | 31.63B | 28.21B | 32.08B |
| Stockholders Equity | 12.00B | 12.12B | 11.43B | 10.99B | 10.32B | 9.95B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 315.94M | 2.32B | -1.09B | 2.34B | -7.88B |
| Operating Cash Flow | 0.00 | 3.51B | 4.83B | 1.61B | 3.82B | -5.42B |
| Investing Cash Flow | 0.00 | -3.16B | -4.52B | -4.24B | -1.42B | -2.93B |
| Financing Cash Flow | 0.00 | 1.09B | 436.06M | 3.35B | -4.56B | 9.27B |
Renaissance,Incorporated Technical Analysis
Negative
1085.00
Price Trends
1092.00
Negative
1073.98
Negative
1088.94
Negative
Market Momentum
-8.42
Positive
37.14
Neutral
5.13
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2378, the sentiment is Negative. The current price of 1085 is below the 20-day moving average (MA) of 1086.75, below the 50-day MA of 1092.00, and below the 200-day MA of 1088.94, indicating a bearish trend. The MACD of -8.42 indicates Positive momentum. The RSI at 37.14 is Neutral, neither overbought nor oversold. The STOCH value of 5.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2378.
Renaissance,Incorporated Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥161.64B | 14.48 | ― | 1.78% | 4.04% | 4.80% | |
71 Outperform | ¥40.27B | 6.30 | ― | 1.42% | 10.96% | 75.10% | |
66 Neutral | ¥21.60B | 7.10 | ― | 0.76% | 20.69% | 17.46% | |
63 Neutral | ¥386.94B | 21.16 | 10.65% | 1.64% | 14.75% | 22.10% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
55 Neutral | ¥6.31B | 12.92 | ― | 2.41% | <0.01% | 23.81% | |
54 Neutral | ¥19.77B | 10.29 | ― | 1.12% | 19.01% | -18.93% |
* Communication Services Sector Average
JP:2378
Renaissance,Incorporated
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Renaissance,Incorporated Corporate Events
Renaissance Revamps Board With New Independent Director Candidate
Feb 26, 2026
Renaissance Inc. announced upcoming changes to its Board of Directors, with long-serving director Kuniko Torayama set to retire at the conclusion of the company’s 44th Ordinary General Meeting of Shareholders scheduled for June 2026. The com...
Renaissance Reshapes Organization to Support Growth in Community Health and Facilities
Feb 12, 2026
Renaissance, Incorporated is restructuring its organization to support growth in community health and facility operations, while strengthening its overseas and digital initiatives. The company operates in the health and fitness sector, with a focu...
Renaissance Books Extraordinary Items After Closure of Two Sports Clubs
Feb 12, 2026
Renaissance Inc. has recorded both extraordinary income and loss in its consolidated results for the third quarter of the fiscal year ending March 31, 2026, following the decision to close two company-operated sports clubs. The company booked 500 ...
Renaissance Posts Weaker Profits Despite Sales Uptick and Maintains Lower Earnings Outlook
Feb 12, 2026
Renaissance, Incorporated reported consolidated net sales of ¥48.2 billion for the nine months to 31 December 2025, up 1.3% year on year, but saw operating income slump 46% and ordinary income fall 72.6%, with net income attributable to owner...
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.