Fujibo Holdings, Inc. (3104) AI Stock Analysis

• Market Cap: ¥76.66B
• Dividend Yield: 2.12%
• Average Volume (3M): 39.13K
• Price to Earnings (P/E): 15.3
• Beta (1Y): 0.85
• Revenue Growth: 10.76%
• EPS Growth: 54.82%
• Country: JP
• Employees: 1,299
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Apparel - Manufacturers
• EPS (TTM): 110.89
• Shares Outstanding: 11,354,000
• 10 Day Avg. Volume: 61,100
• 30 Day Avg. Volume: 39,133
• PEG Ratio: 0.10
• Price to Book (P/B): 1.14
• Price to Sales (P/S): 1.27
• P/FCF Ratio: 29.63
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 469.47
• Revenue Forecast (FY): ¥46.70B

• Rating: 78 Outperform
• Price Target: ¥7,621.00 ▲(17.79% Upside)

Fujibo Holdings, Inc. demonstrates strong financial performance with robust revenue growth and profitability, supported by a solid balance sheet. The technical analysis indicates a positive trend, while the valuation is reasonable, making the stock attractive. The absence of earnings call data and corporate events does not impact the overall assessment.

Fujibo Holdings, Inc. Business Overview & Revenue Model

Company Description

Fujibo Holdings, Inc. engages in polishing pads, industrial chemical products, and lifestyle apparel businesses in Japan. It provides POLYPAS polishing pads for precision polishing of silicon wafers, as well as for various types of semiconductor materials, metals, and glasses; and functional non-woven fabrics, functional films, as well as non-woven polyester fabrics. The company also offers fine chemical intermediates for the production of raw materials for medicines, agricultural chemicals, electronic materials, and functional chemicals; and various fiber materials, functional fibers, yarns, and fabrics. In addition, it is involved in the injection molding of components for digital cameras, medical devices, and other high precision products. The company was incorporated in 1896 and is headquartered in Tokyo, Japan.

How the Company Makes Money

Fujibo Holdings generates revenue through multiple streams, primarily from the sale of its textile products and advanced materials. The company has a diversified portfolio, with key revenue streams including industrial textiles, which cater to sectors like automotive and construction, as well as apparel materials used in fashion. Additionally, Fujibo engages in partnerships with other manufacturers and businesses, facilitating the development of specialized products and expanding its market reach. The company also benefits from ongoing research and development initiatives that lead to new product innovations, further driving sales growth.

Fujibo Holdings, Inc. Financial Statement Overview

Summary

Fujibo Holdings, Inc. exhibits robust financial health with strong revenue growth, efficient profitability, and a solid balance sheet with low leverage. The company shows consistent improvement in key financial metrics, although there is room for enhancing free cash flow conversion. Its stable financial foundation and growth trajectory position it well within the apparel manufacturing industry.

Income Statement

Fujibo Holdings, Inc. demonstrated strong revenue growth with a 18.85% increase in total revenue from 2024 to 2025. The gross profit margin and net profit margin are healthy at 34.68% and 10.43%, respectively, reflecting efficient cost management and profitability. The EBIT margin of 15.09% and EBITDA margin of 23.72% further indicate robust operational performance. Despite a slight dip in gross profit compared to 2022, the company has maintained an upward trajectory in profitability metrics.

Balance Sheet

The balance sheet is strong, with a low debt-to-equity ratio of 0.01, indicating minimal leverage, and a solid equity ratio of 71.25%, showcasing a stable financial foundation. Return on equity (ROE) is 9.43%, which is decent, considering the low leverage. The company's equity has consistently grown, reinforcing its financial stability and capacity to fund operations through equity without excessive reliance on debt.

Cash Flow

Cash flow analysis reveals positive trends, with a 10.42% growth in free cash flow from 2024 to 2025. The operating cash flow to net income ratio is 1.93, indicating strong cash generation relative to earnings. However, the free cash flow to net income ratio is lower at 0.41, suggesting potential areas for improvement in converting earnings to free cash flow, likely due to significant capital expenditures.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	43.78B	42.91B	36.11B	37.67B	35.92B	36.93B
Gross Profit	15.37B	14.88B	10.61B	12.15B	12.67B	12.20B
EBITDA	10.33B	10.18B	6.75B	8.21B	9.34B	8.44B
Net Income	4.88B	4.48B	2.12B	3.40B	4.46B	4.32B
Balance Sheet
Total Assets	65.58B	66.61B	62.51B	61.37B	58.53B	55.79B
Cash, Cash Equivalents and Short-Term Investments	6.63B	8.06B	8.26B	8.11B	8.33B	4.62B
Total Debt	359.00M	561.00M	1.55B	1.48B	1.55B	1.46B
Total Liabilities	17.88B	19.14B	18.54B	18.45B	18.04B	18.51B
Stockholders Equity	47.70B	47.46B	43.97B	42.92B	40.50B	37.28B
Cash Flow
Free Cash Flow	0.00	1.83B	1.66B	2.50B	5.13B	865.00M
Operating Cash Flow	0.00	8.66B	4.99B	5.17B	9.11B	6.79B
Investing Cash Flow	0.00	-6.54B	-3.09B	-3.55B	-3.93B	-5.82B
Financing Cash Flow	0.00	-2.36B	-1.79B	-1.90B	-1.46B	-1.31B

Fujibo Holdings, Inc. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 6470.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3104, the sentiment is Positive. The current price of 6470 is below the 20-day moving average (MA) of 6727.50, below the 50-day MA of 6637.09, and above the 200-day MA of 5544.39, indicating a bullish trend. The MACD of 78.16 indicates Negative momentum. The RSI at 55.46 is Neutral, neither overbought nor oversold. The STOCH value of 48.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3104.

Fujibo Holdings, Inc. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3580	79 Outperform	¥35.20B	22.27	―	3.19%	6.98%	-41.83%
3104	78 Outperform	¥76.66B	15.30	―	2.12%	10.76%	54.82%
8016	76 Outperform	¥89.76B	9.71	11.49%	6.06%	16.27%	17.45%
3608	70 Outperform	$55.55B	3.85	17.77%	6.78%	-6.22%	679.61%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%

Fujibo Holdings, Inc. Corporate Events

Fujibo Holdings Reports Strong Q1 2025 Financial Performance

Fujibo Holdings, Inc. reported a significant increase in its financial performance for the three months ended June 30, 2025, with net sales rising by 8.4% year-on-year to ¥11,253 million and profit attributable to owners of the parent increasing by 37.6% to ¥1,482 million. The company maintained a strong equity-to-asset ratio of 72.7% as of June 30, 2025, and has forecasted continued growth in net sales and profits for the fiscal year ending March 31, 2026, indicating a positive outlook for stakeholders.

Fujibo Holdings Reports Strong Q1 Financial Performance

Fujibo Holdings, Inc. reported a strong financial performance for the three months ended June 30, 2025, with significant year-on-year growth in net sales and profits. The company saw an 8.4% increase in net sales and a notable rise in operating profit by 25.1%, ordinary profit by 28.0%, and profit attributable to owners of the parent by 37.6%. This performance reflects positively on the company’s operational efficiency and market positioning, suggesting a robust financial health and potential benefits for stakeholders.

Fujibo Holdings Completes Treasury Share Disposal for Stock Compensation

Fujibo Holdings, Inc. has completed the payment procedures for the disposal of 4,743 treasury shares as restricted stock compensation, a move resolved in a recent Board of Directors meeting. This strategic action, involving a total disposal price of 27,651,690 yen, aims to align the interests of its directors and executive officers with the company’s long-term performance, potentially impacting its operational dynamics and stakeholder relations.