J

J.Front Retailing Co Ltd
TSE:3086

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J.Front Retailing Co Ltd
TSE:3086
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Price: 1 719 JPY 0.73% Market Closed
Market Cap: 440.5B JPY
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Intrinsic Value

The intrinsic value of one J.Front Retailing Co Ltd stock under the Base Case scenario is 4 371.43 JPY. Compared to the current market price of 1 719 JPY, J.Front Retailing Co Ltd is Undervalued by 61%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

Intrinsic Value
4 371.43 JPY
Undervaluation 61%
Intrinsic Value
Price
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J.Front Retailing Co Ltd

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

Economic Moat
J.Front Retailing Co Ltd

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Financials
Annual
Quarterly
TTM
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Quarterly
TTM

Balance Sheet Decomposition
J.Front Retailing Co Ltd

Current Assets 231.6B
Cash & Short-Term Investments 69B
Receivables 144.7B
Other Current Assets 17.9B
Non-Current Assets 873.5B
Long-Term Investments 273.3B
PP&E 569.6B
Intangibles 15B
Other Non-Current Assets 15.6B
Current Liabilities 334.6B
Accounts Payable 150.7B
Other Current Liabilities 183.9B
Non-Current Liabilities 375.2B
Long-Term Debt 247.9B
Other Non-Current Liabilities 127.3B
Efficiency

Earnings Waterfall
J.Front Retailing Co Ltd

Revenue
424.7B JPY
Cost of Revenue
-214.2B JPY
Gross Profit
210.6B JPY
Operating Expenses
-147.9B JPY
Operating Income
62.7B JPY
Other Expenses
-16.6B JPY
Net Income
46.1B JPY

Free Cash Flow Analysis
J.Front Retailing Co Ltd

Last Value
3-Years Average
FCF Margin
Conversion Rate
Earnings Calls

In the first half of FY 2023, the company reported JPY 191.6 billion in revenue, a double-digit year-on-year growth, leading to a 48.2% increase in business profit to JPY 20.1 billion. Operating profit rose 48.7% to JPY 19.6 billion, and profit attributable to owners grew 27.0% to JPY 12.9 billion. Despite gross sales exceeding April's forecast by JPY 6.6 billion, revenue fell JPY 3.8 billion short due to lower margins in the Department Store and reduced commission income in the Shopping Center segments. Efforts to curtail SG&A expenses led to improved profits and an increased interim dividend of JPY 16 per share. Inbound tourist spending surpassed pre-COVID levels but overall customer numbers linger at 60% of pre-pandemic figures. The full-year forecast was revised upwards to JPY 1.131 trillion in gross sales, a 13.2% rise, with expected jumps in business profit to JPY 42.5 billion, operating profit doubling to JPY 40 billion, and profit to owners at JPY 27 billion, up by 89.6% compared to the previous fiscal year.

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Fundamental Scores

Profitability Score
Profitability Due Diligence

J.Front Retailing Co Ltd's profitability score is 54/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
Positive Free Cash Flow
ROE is Increasing
Positive 3-Years Revenue Growth
54/100
Profitability
Score

J.Front Retailing Co Ltd's profitability score is 54/100. The higher the profitability score, the more profitable the company is.

Solvency Score
Solvency Due Diligence

J.Front Retailing Co Ltd's solvency score is 46/100. The higher the solvency score, the more solvent the company is.

High Interest Coverage
Low D/E
Long-Term Solvency
Short-Term Solvency
46/100
Solvency
Score

J.Front Retailing Co Ltd's solvency score is 46/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

Price Targets Summary
J.Front Retailing Co Ltd

Wall Street analysts forecast J.Front Retailing Co Ltd stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for J.Front Retailing Co Ltd is 2 058.94 JPY with a low forecast of 1 818 JPY and a high forecast of 2 625 JPY.

Lowest
Price Target
1 818 JPY
6% Upside
Average
Price Target
2 058.94 JPY
20% Upside
Highest
Price Target
2 625 JPY
53% Upside
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Dividends

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Dividend Per Share
N/A
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Growth 5Y
Growth 10Y
Dividend Safety Score
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Safe
0
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100
Shareholder Yield

Current shareholder yield for J.Front Retailing Co Ltd is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
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Buyback Yield
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Debt Paydown Yield
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Profile

J.Front Retailing Co Ltd

Country

Japan

Industry

Retail

Market Cap

440.5B JPY

Dividend Yield

2.33%

Description

J.FRONT RETAILING Co., Ltd. operates as a holding company, with a focus on department stores, shopping centers, real estate, credit finance, and wholesale businesses. The company is headquartered in Chuo-Ku, Tokyo-To. The company went IPO on 2007-09-03. FRONT RETAILING Co., Ltd. is a Japan-based joint holding company of Daimaru and Matsuzakaya Holdings, which mainly conducts department store business. The firm operates in four business segments. The Department Store segment is engaged in the sale of clothing products, housewares, food products, miscellaneous goods and others. The Parco segment is engaged in the development, operation, management of shopping centers. The Real Estate segment is engaged in the development, management and operation of real estate. The Credit Finance segment is engaged in the issuance and operation of credit cards. The firm is also involved in the wholesale business, construction contracting business, furniture manufacturing and sales business, parking business, as well as leasing business.

Contact

TOKYO-TO
Chuo-Ku
Nihonbashi 1-chome Mitsui Bldg., 1-4-1, Nihonbashi
+81368601147.0
www.j-front-retailing.com

IPO

2007-09-03

Employees

6 528

Officers

President, Representative Executive Officer, Senior Executive GM of CRE Strategy Unit & Director
Mr. Keiichi Ono
Executive Officer and Senior GM of Accounting & Tax Affairs Division of Financial Strategy Unit
Mr. Hideki Noguchi
Exec. Officer & Sr. GM of HR Development Division and Group Welfare Div of HR Strategy Unit
Takako Imazu
Senior Executive GM of Financial Strategy Unit, Managing Executive Officer & Executive Director
Mr. Hayato Wakabayashi
Managing Exe. Officer & Senior Exe. GM of Group Digital Unit
Mr. Naotaka Hayashi
Managing Executive Officer & Sr. Executive GM of Management Strategy Unit
HAYASHI Kenichi
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Executive Officer & Senior General Manager of Group System Promotion Division
Taiichi Nomura
Executive Officer & Senior GM of Management Planning Division of Management Strategy Unit
Isao Ochiai
Executive Officer
Kouichi Matsuda
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See Also

Discover More
What is the Intrinsic Value of one J.Front Retailing Co Ltd stock?

The intrinsic value of one J.Front Retailing Co Ltd stock under the Base Case scenario is 4 371.43 JPY.

Is J.Front Retailing Co Ltd stock undervalued or overvalued?

Compared to the current market price of 1 719 JPY, J.Front Retailing Co Ltd is Undervalued by 61%.

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