Tenpo Innovation CO.,LTD. (3484) AI Stock Analysis

• Market Cap: ¥17.06B
• Dividend Yield: 4.97%
• Average Volume (3M): 4.18K
• Price to Earnings (P/E): 15.7
• Beta (1Y): 0.40
• Revenue Growth: 16.79%
• EPS Growth: 54.88%
• Country: JP
• Employees: 113
• Sector: Real Estate
• Sector Strength: 60
• Industry: Real Estate - Services
• EPS (TTM): 18.17
• Shares Outstanding: 17,674,400
• 10 Day Avg. Volume: 3,650
• 30 Day Avg. Volume: 4,180
• PEG Ratio: 0.87
• Price to Book (P/B): 4.05
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 70.12
• 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: ¥1,045.00
• Price Target Upside: 8.29% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 71 Outperform
• Price Target: ¥1,045.00 ▲(8.29%Upside)

The overall score is driven primarily by strong financial performance, characterized by robust revenue growth, profitability, and cash flow. Technical analysis suggests some short-term weakness, while valuation metrics are fair. The absence of earnings call data and corporate events does not impact the overall score.

Tenpo Innovation CO.,LTD. Business Overview & Revenue Model

Company Description

Tenpo Innovation Co., Ltd. is a Japanese company specializing in the real estate sector, particularly focusing on the brokerage and leasing of commercial properties. The company provides services related to the buying, selling, and leasing of real estate, with a strong emphasis on restaurant and retail spaces. Tenpo Innovation Co., Ltd. aims to support businesses in finding optimal locations for their operations, thereby enhancing their growth and success.

How the Company Makes Money

Tenpo Innovation Co., Ltd. generates revenue primarily through its real estate brokerage services, which include the buying, selling, and leasing of commercial properties. The company earns commissions and fees from facilitating transactions between property owners and businesses seeking space. Additionally, Tenpo Innovation may derive income from property management services and consulting, assisting clients in optimizing their real estate investments. Key revenue streams include transaction fees from property sales, leasing commissions, and service fees for property management. Strategic partnerships with property developers and landlords also contribute to its earnings by expanding its portfolio of available properties.

Tenpo Innovation CO.,LTD. Financial Statement Overview

Summary

Tenpo Innovation CO.,LTD. demonstrates strong financial performance characterized by robust revenue growth, high profitability, and efficient cash flow generation. The company has improved its leverage position and showcases a high return on equity. While liabilities remain high, the strategic focus on debt reduction and cash flow efficiency positions it well for sustained growth.

Income Statement

Tenpo Innovation CO.,LTD. demonstrates robust revenue growth, with a 16.8% increase from 2024 to 2025. The company maintains solid profitability, evidenced by a high gross profit margin of 19.43% and a net profit margin of 6.18% for 2025. Furthermore, the EBIT and EBITDA margins also reflect strong operational efficiency. Consistent revenue growth and improving margins highlight the company's strong position within the industry.

Balance Sheet

The balance sheet reflects a healthy equity position, with an equity ratio of 25.64% as of 2025. The debt-to-equity ratio has significantly improved due to reduced total debt, indicating effective leverage management. The return on equity (ROE) of 25.65% underscores the company's ability to generate profit from shareholders' investments. Despite the strengths, the relatively high total liabilities to assets ratio suggests some risk, but the positive trajectory in equity and debt management mitigates this concern.

Cash Flow

Tenpo Innovation CO.,LTD. showcases robust cash flow performance, with a substantial increase in free cash flow from 2024 to 2025. The operating cash flow to net income ratio of 0.99 indicates efficient cash generation from operations. Moreover, the free cash flow to net income ratio of 0.99 highlights the company's ability to convert earnings into cash effectively. This strong cash flow performance supports the company's future investment and debt servicing capabilities.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	16.66B	14.26B	13.07B	11.42B	10.34B
Gross Profit	3.24B	2.57B	2.52B	2.09B	1.83B
EBITDA	1.41B	1.02B	1.24B	1.09B	891.45M
Net Income	1.03B	666.08M	885.51M	662.39M	575.61M
Balance Sheet
Total Assets	15.65B	13.70B	12.88B	11.90B	10.43B
Cash, Cash Equivalents and Short-Term Investments	4.28B	3.33B	3.50B	3.47B	2.91B
Total Debt	103.00M	7.28B	6.90B	5.95B	5.30B
Total Liabilities	11.64B	10.37B	9.69B	8.57B	7.47B
Stockholders Equity	4.01B	3.32B	3.20B	3.33B	2.96B
Cash Flow
Free Cash Flow	1.01B	382.42M	1.06B	864.21M	536.00M
Operating Cash Flow	1.02B	455.22M	1.07B	1.12B	666.07M
Investing Cash Flow	177.22M	-87.94M	-21.91M	-269.48M	-139.90M
Financing Cash Flow	-244.07M	-537.30M	-1.02B	-295.71M	-160.41M

Tenpo Innovation CO.,LTD. Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 965.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3484, the sentiment is Neutral. The current price of 965 is below the 20-day moving average (MA) of 975.75, above the 50-day MA of 963.24, and above the 200-day MA of 937.58, indicating a neutral trend. The MACD of 1.19 indicates Positive momentum. The RSI at 45.57 is Neutral, neither overbought nor oversold. The STOCH value of 35.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:3484.

Tenpo Innovation CO.,LTD. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3300	80 Outperform	¥16.19B	8.13		4.62%	30.20%	67.98%
3484	71 Outperform	¥17.06B	15.73		4.97%	16.79%	54.88%
3497	70 Outperform	¥15.80B	5.69		5.89%	32.55%	-10.06%
8908	70 Outperform	¥13.90B	8.51		6.99%	-1.02%	-7.65%
8999	66 Neutral	¥16.06B	32.03		11.74%	4.73%	16.92%
Sector *	65 Neutral	£953.03M	13.94	2.04%	5.96%	11.04%	38.13%

Tenpo Innovation CO.,LTD. Corporate Events

Innovation Holdings Co., LTD. Affirms Independence from Parent Company CROPS CORPORATION

Innovation Holdings Co., LTD. has announced its relationship with its parent company, CROPS CORPORATION, which holds a 59.90% voting rights stake. The company maintains independence through diverse board opinions and no significant transactions with its parent, ensuring minority shareholder interests are protected.

Innovation Holdings Proposes Year-End Dividend of 28 Yen Per Share

Innovation Holdings Co., LTD. announced a proposal for dividend payments from surplus to be submitted at the upcoming Ordinary General Meeting of Shareholders. The company plans to distribute a year-end dividend of 28 yen per share, reflecting its commitment to providing stable returns to shareholders while maintaining internal reserves for future business development.

Innovation Holdings Reports Progress on TSE Listing Compliance

Innovation Holdings Co., LTD. has outlined its progress in meeting the Tokyo Stock Exchange’s continued listing criteria, specifically targeting an increase in market capitalization of tradable shares by March 2026. The company has achieved record net sales and operating profit, with significant growth in its subleasing properties, indicating a strong trajectory towards its compliance goals and enhanced market positioning.

Innovation Holdings Revises Management Plan and Dividend Forecast

Innovation Holdings Co., LTD. has revised its medium-term management plan to adapt to recent fiscal results and changes in the management environment. The company has increased its dividend forecast for the fiscal year ending March 2026, reflecting strong business performance and a solid financial position, with record highs in net sales, operating profit, ordinary profit, and profit attributable to owners of the parent for the fiscal year ended March 2025.