Tenpo Innovation CO.,LTD. (JP:3484)
:3484
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Tenpo Innovation CO.,LTD.
(3484)
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Rating:67Neutral
Price Target:
¥1,196.00
▲(0.08% Upside)
Action:Downgraded
Date:05/15/26
The score is driven primarily by improved financial performance (stronger growth, margins, and cash generation, plus much lower recent leverage), supported by reasonable valuation and a solid dividend yield. This is tempered by weak technical conditions (below key moving averages with negative momentum indicators), which lowers near-term confidence.
Positive Factors
Consistent Revenue Growth
Sustained multi-year revenue growth, with an acceleration in 2026, indicates durable demand for Tenpo's store property services and strengthens recurring fee and leasing opportunities. This trend supports capacity to scale operations and reinvest in the platform over the medium term.
Negative Factors
Volatile Historical Leverage
Large swings in leverage over recent years imply management has materially changed financing choices or absorbed shocks, raising execution and refinancing risk. If capital needs shift, a return to higher leverage could strain interest coverage and constrain strategic flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent Revenue Growth
Sustained multi-year revenue growth, with an acceleration in 2026, indicates durable demand for Tenpo's store property services and strengthens recurring fee and leasing opportunities. This trend supports capacity to scale operations and reinvest in the platform over the medium term.
Read all positive factors
Tenpo Innovation CO.,LTD. (3484) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥18.86B
Dividend Yield2.47%
Average Volume (3M)10.02K
Price to Earnings (P/E)13.2
Beta (1Y)0.44
Revenue Growth20.13%
EPS Growth31.72%
CountryJP
Employees113
SectorReal Estate
Sector Strength53
IndustryReal Estate - Services
Share Statistics
EPS (TTM)73.43
Shares Outstanding17,674,400
10 Day Avg. Volume4,250
30 Day Avg. Volume10,016
Financial Highlights & Ratios
PEG Ratio0.43
Price to Book (P/B)3.77
Price to Sales (P/S)0.93
P/FCF Ratio13.56
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
Tenpo Innovation CO.,LTD. Business Overview & Revenue Model
Company Description
Tenpo Innovation Co., Ltd. engages in leasing store properties for restaurants primarily in Tokyo, Japan. The company leases store properties rented from real estate owners to store entrants. It also sells real estate properties. The company was f...
How the Company Makes Money
Publicly verifiable, detailed information on Tenpo Innovation CO.,LTD.’s specific revenue model and breakdown of key revenue streams (e.g., fees, commissions, rents, recurring service income), including the role of any material partnerships or maj...
Tenpo Innovation CO.,LTD. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
66
Positive
Cash Flow
73
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 17.69B | 20.01B | 16.66B | 14.26B | 13.07B | 11.42B |
| Gross Profit | 3.68B | 4.62B | 3.24B | 2.57B | 2.52B | 2.09B |
| EBITDA | 1.70B | 2.31B | 1.44B | 1.02B | 1.25B | 1.09B |
| Net Income | 1.23B | 1.36B | 1.03B | 666.08M | 885.51M | 662.39M |
Balance Sheet | ||||||
| Total Assets | 15.55B | 18.66B | 15.65B | 13.70B | 12.88B | 11.90B |
| Cash, Cash Equivalents and Short-Term Investments | 4.18B | 5.79B | 4.28B | 3.33B | 3.50B | 3.47B |
| Total Debt | 153.00M | 547.80M | 103.00M | 7.28B | 6.90B | 5.95B |
| Total Liabilities | 11.61B | 13.70B | 11.64B | 10.37B | 9.69B | 8.57B |
| Stockholders Equity | 3.93B | 4.94B | 4.01B | 3.32B | 3.20B | 3.33B |
Cash Flow | ||||||
| Free Cash Flow | 232.02M | 1.38B | 1.01B | 382.42M | 1.06B | 864.21M |
| Operating Cash Flow | 234.04M | 2.02B | 1.02B | 455.22M | 1.07B | 1.12B |
| Investing Cash Flow | -1.87M | -536.93M | 177.22M | -87.94M | -21.91M | -269.48M |
| Financing Cash Flow | -167.26M | 20.26M | -244.07M | -537.30M | -1.02B | -295.71M |
Tenpo Innovation CO.,LTD. Technical Analysis
Negative
1195.00
Price Trends
1140.06
Negative
1197.04
Negative
1122.09
Negative
Market Momentum
-22.91
Positive
33.51
Neutral
21.42
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3484, the sentiment is Negative. The current price of 1195 is above the 20-day moving average (MA) of 1104.60, above the 50-day MA of 1140.06, and above the 200-day MA of 1122.09, indicating a bearish trend. The MACD of -22.91 indicates Positive momentum. The RSI at 33.51 is Neutral, neither overbought nor oversold. The STOCH value of 21.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3484.
Tenpo Innovation CO.,LTD. Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | ¥21.75B | 11.93 | ― | 4.36% | -0.08% | -1.83% | |
67 Neutral | ¥18.86B | 13.21 | ― | 2.47% | 20.13% | 31.72% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
64 Neutral | ¥23.16B | 36.89 | ― | ― | -2.59% | 61.28% | |
59 Neutral | ¥13.99B | 6.08 | ― | 1.47% | 15.19% | -6.43% | |
56 Neutral | ¥28.88B | 5.93 | ― | 6.11% | -9.84% | 10.13% | |
52 Neutral | ¥39.02B | 21.02 | ― | 0.45% | 23.11% | 8.31% |
* Real Estate Sector Average
JP:3484
Tenpo Innovation CO.,LTD.
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Tenpo Innovation CO.,LTD. Corporate Events
Innovation Holdings Plans Higher Year-End Dividend for FY2026
May 15, 2026
Innovation Holdings Co., LTD. has proposed a year-end dividend of 34 yen per share for the fiscal year ended March 31, 2026, matching its latest forecast and up from 28 yen a year earlier. The total payout will be 571 million yen, with the effecti...
Innovation Holdings Sets New Medium-Term Plan and Maintains ¥34 Dividend Forecast
May 13, 2026
Innovation Holdings has updated its rolling medium-term management plan, setting consolidated targets through the fiscal year ending March 2029 that envisage steady growth in net sales, profits, and the number of subleasing properties. The company...
Innovation Holding Delivers Strong FY2026 Growth but Guides for Profit Softening in FY2027
May 13, 2026
Innovation Holding CO.,LTD. reported robust results for the year ended March 31, 2026, with net sales up 20.1% to ¥20.0 billion and operating profit jumping 50.5% to ¥2.0 billion, driving a 31.7% rise in profit attributable to owners of ...
Innovation Holdings to Shift Listing to TSE Standard Market and Refocus on Core Real Estate Businesses
Mar 17, 2026
Innovation Holdings Co., Ltd. has received approval from the Tokyo Stock Exchange to transfer its share listing from the Prime Market to the Standard Market effective March 24, 2026, and has withdrawn its previously submitted plan to meet continue...
Innovation Holdings Reports Modest February Exercise of 3rd Series Stock Acquisition Rights
Mar 2, 2026
Innovation Holdings reported the February 2026 exercise status of its 3rd Series Stock Acquisition Rights, a third-party allotment utilizing treasury stock with an exercise price adjustment and suspension clause. The disclosure details modest dilu...
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.