tiprankstipranks
TSUKURUBA, Inc. (JP:2978)
:2978
Japanese Market
Want to see JP:2978 full AI Analyst Report?

TSUKURUBA, Inc. (2978) AI Stock Analysis

0 Followers

Top Page

JP:2978

TSUKURUBA, Inc.

(2978)

Select Model
Select Model
Select Model
Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
¥340.00
▼(-24.11% Downside)
Action:Reiterated
Date:08/06/26
The score is primarily constrained by very weak valuation (P/E 182.653) and mixed financial quality—low profitability, high leverage, and negative operating/free cash flow—despite strong revenue growth and healthy gross margin. Technicals add modest pressure with a negative MACD and price below key longer-term moving averages.
Positive Factors
Integrated platform & value‑add services
TSUKURUBA's integrated platform combines marketplace matching with renovation, brokerage and consulting services, enabling multiple fee streams and higher customer lifetime value. This vertically integrated model supports durable differentiation and cross‑sell opportunities that persist over months as the housing resale market remains active.
Negative Factors
Negative operating & free cash flow
Persistent negative operating and free cash flows mean the company is not converting revenues into cash, forcing reliance on external financing or equity issuance to fund working capital and growth. Over a multi‑month horizon this constrains strategic flexibility and raises execution risk if funding conditions tighten.
Read all positive and negative factors
Positive Factors
Negative Factors
Integrated platform & value‑add services
TSUKURUBA's integrated platform combines marketplace matching with renovation, brokerage and consulting services, enabling multiple fee streams and higher customer lifetime value. This vertically integrated model supports durable differentiation and cross‑sell opportunities that persist over months as the housing resale market remains active.
Read all positive factors

TSUKURUBA, Inc. (2978) vs. iShares MSCI Japan ETF (EWJ)

TSUKURUBA, Inc. Business Overview & Revenue Model

Company Description
Tsukuruba Inc. specializes in technology-driven services for the real estate sector. A key initiative is their creation of cowcamo, a digital brokerage platform tailored for pre-owned and refurbished properties. Beyond this, they extend their expe...
How the Company Makes Money
null...

TSUKURUBA, Inc. Financial Statement Overview

Summary
Revenue growth is strong (18.87%) and gross margin is healthy (43.75%), but overall quality is held back by very low net margin (1.31%), high leverage (debt-to-equity 1.89), and weak cash conversion with negative operating and free cash flows.
Income Statement
65
Positive
Balance Sheet
55
Neutral
Cash Flow
40
Negative
BreakdownTTMJul 2025Jul 2024Jul 2023Jul 2022Jul 2021
Income Statement
Total Revenue10.22B8.10B5.48B4.15B2.77B1.62B
Gross Profit3.77B3.54B2.82B2.52B1.84B1.26B
EBITDA104.07M231.85M250.97M-111.13M-771.36M-437.52M
Net Income20.89M106.64M215.66M-165.52M-822.42M-482.46M
Balance Sheet
Total Assets7.58B6.14B4.22B3.06B2.88B3.04B
Cash, Cash Equivalents and Short-Term Investments1.60B1.87B1.92B1.77B1.65B2.24B
Total Debt4.96B3.65B2.12B1.19B1.64B1.90B
Total Liabilities5.54B4.21B2.42B1.55B1.97B2.16B
Stockholders Equity2.04B1.93B1.80B1.51B909.61M879.79M
Cash Flow
Free Cash Flow0.00-1.50B-939.00M-94.33M-1.11B-579.98M
Operating Cash Flow0.00-1.48B-900.55M-85.48M-1.03B-437.82M
Investing Cash Flow0.00-76.00M81.07M-59.26M-108.78M-105.92M
Financing Cash Flow0.001.50B954.28M263.01M544.46M1.22B

TSUKURUBA, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
¥4.10B5.270.50%4.89%42.80%
69
Neutral
¥4.75B16.79-1.57%66.39%
64
Neutral
¥4.86B2.702.51%65.37%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
¥2.65B13.8133.81%-13.58%
45
Neutral
¥4.20B182.6536.25%
44
Neutral
¥3.60B24.273.41%24.50%-70.53%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2978
TSUKURUBA, Inc.
343.00
-247.00
-41.86%
JP:3238
Central General Development Co., Ltd.
376.00
-40.43
-9.71%
JP:4445
Living Technologies, Inc.
1,860.00
97.50
5.53%
JP:4487
Space Market, Inc.
227.00
-198.00
-46.59%
JP:8944
Land Business Co., Ltd.
247.00
50.05
25.41%
JP:8996
HouseFreedom Co., Ltd.
1,040.00
243.70
30.60%

TSUKURUBA, Inc. Corporate Events

TSUKURUBA Swings to Loss Despite Higher Sales and Cuts Full-Year Profit Outlook
Jun 15, 2026
TSUKURUBA reported consolidated net sales of ¥7.9 billion for the nine months ended April 30, 2026, up 36.6% year on year, but swung to an operating loss of ¥39 million and a loss attributable to owners of parent of ¥84 million. Equ...
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.Date of analysis: Aug 06, 2026