BENEFIT JAPAN Co.,LTD. (JP:3934)
:3934
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BENEFIT JAPAN Co.,LTD.
(3934)
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Rating:74Outperform
Price Target:
¥2,447.00
▲(28.59% Upside)
Action:Reiterated
Date:05/12/26
The score is driven primarily by attractive valuation (low P/E and strong dividend yield) and favorable technical trend (price above major moving averages with positive MACD). These positives are offset by financial risk from FY2026 cash flow deterioration (negative operating and free cash flow) and margin compression despite strong revenue growth.
Positive Factors
Top-line Re-acceleration
A +35% revenue rebound in FY2026 signals renewed demand and improved sales execution. Sustained top-line momentum supports operating leverage, funds reinvestment into products and customer acquisition, and increases the probability of durable earnings recovery over the next 2–6 months.
Negative Factors
Weak Cash Generation
A sudden switch to negative OCF and FCF is a structural concern: it can signal working-capital strain or higher investment needs that erode liquidity. If sustained, it limits capacity to self-fund growth, dividends, or buybacks and raises financing reliance.
Read all positive and negative factors
Positive Factors
Negative Factors
Top-line Re-acceleration
A +35% revenue rebound in FY2026 signals renewed demand and improved sales execution. Sustained top-line momentum supports operating leverage, funds reinvestment into products and customer acquisition, and increases the probability of durable earnings recovery over the next 2–6 months.
Read all positive factors
BENEFIT JAPAN Co.,LTD. (3934) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥13.19B
Dividend Yield2.1%
Average Volume (3M)4.49K
Price to Earnings (P/E)10.7
Beta (1Y)0.54
Revenue Growth44.32%
EPS Growth20.06%
CountryJP
Employees320
SectorCommunication Services
Sector Strength97
IndustryTelecommunications Services
Share Statistics
EPS (TTM)159.95
Shares Outstanding6,035,848
10 Day Avg. Volume2,600
30 Day Avg. Volume4,493
Financial Highlights & Ratios
PEG Ratio0.54
Price to Book (P/B)1.22
Price to Sales (P/S)0.58
P/FCF Ratio-27.02
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
BENEFIT JAPAN Co.,LTD. Business Overview & Revenue Model
Company Description
BENEFIT JAPAN Co., Ltd. engages in the telecommunication business in Japan. It offers virtual mobile network operator, optical internet option service and contents, mobile Internet, and support services. The company also engages in sales agent and...
How the Company Makes Money
BENEFIT JAPAN generates revenue primarily by providing telecommunications-related services to customers, which typically results in recurring fees tied to usage plans, subscriptions, or service contracts. Revenue is generally driven by (1) ongoing...
BENEFIT JAPAN Co.,LTD. Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
46
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 13.59B | 18.39B | 12.75B | 13.07B | 12.56B | 11.57B |
| Gross Profit | 7.83B | 10.47B | 7.35B | 7.36B | 6.84B | 6.45B |
| EBITDA | 1.52B | 1.66B | 1.38B | 1.08B | 1.19B | 1.62B |
| Net Income | 940.39M | 995.21M | 830.89M | 734.90M | 560.63M | 1.05B |
Balance Sheet | ||||||
| Total Assets | 12.15B | 14.33B | 11.87B | 11.20B | 10.18B | 10.06B |
| Cash, Cash Equivalents and Short-Term Investments | 3.92B | 3.49B | 4.23B | 3.13B | 2.62B | 2.82B |
| Total Debt | 1.91B | 2.06B | 1.98B | 1.76B | 2.05B | 2.15B |
| Total Liabilities | 4.22B | 5.59B | 3.93B | 3.96B | 3.51B | 3.91B |
| Stockholders Equity | 7.94B | 8.74B | 7.94B | 7.25B | 6.67B | 6.16B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -395.63M | 1.18B | 934.18M | 84.17M | 1.36B |
| Operating Cash Flow | 0.00 | -332.44M | 1.21B | 964.32M | 315.56M | 1.41B |
| Investing Cash Flow | 0.00 | -275.95M | -102.41M | 10.99M | -361.40M | -94.15M |
| Financing Cash Flow | 0.00 | -128.72M | -9.58M | -465.46M | -156.67M | 93.74M |
BENEFIT JAPAN Co.,LTD. Technical Analysis
Positive
1903.00
Price Trends
1938.85
Positive
1904.88
Positive
1842.06
Positive
Market Momentum
79.91
Negative
69.53
Neutral
72.96
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3934, the sentiment is Positive. The current price of 1903 is below the 20-day moving average (MA) of 2042.65, below the 50-day MA of 1938.85, and above the 200-day MA of 1842.06, indicating a bullish trend. The MACD of 79.91 indicates Negative momentum. The RSI at 69.53 is Neutral, neither overbought nor oversold. The STOCH value of 72.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3934.
BENEFIT JAPAN Co.,LTD. Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥13.19B | 10.74 | ― | 2.10% | 44.32% | 20.06% | |
73 Outperform | ¥16.75B | 13.03 | ― | 3.53% | 3.36% | -23.56% | |
63 Neutral | ¥20.02B | 27.91 | ― | ― | 25.92% | -10.55% | |
62 Neutral | ¥3.16B | 10.26 | ― | ― | 8.20% | 2.55% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
59 Neutral | ¥15.71B | 23.80 | ― | 1.01% | 14.48% | -12.25% | |
45 Neutral | ¥3.54B | -89.25 | ― | ― | 14.31% | ― |
* Communication Services Sector Average
JP:3934
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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.