Obermatt

J. Front Retailing

TYO:3086 · JP3386380004
Multiline RetailLarge

360

23
EV / EBIT19
Price / Owner Earnings67
Owner Earnings Yield84
Dividend Yield59
Price/Sales29
EV / Gross Profit38
Price/Book51
Return on Capital50
Cash Return on Capital55
Return on Equity41
EBIT Margin78
Gross Profitability22
Cash Conversion55
Accruals38
Owner Earnings Margin80
Sales growth25
Profit Growth31
Long-Term EPS Growth6
Owner Earnings Growth28
Reinvestment89
Price momentum56
Debt load39
Refinancing29
Debt Payback33
Liquidity49
Analyst ratings13
Opinion Changes50
Price Target Upside22
Market mood43
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

J. Front Retailing clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryJapan
IndustryMultiline Retail
SizeLarge
TypePublic Company
ExchangeTSE
Founded2007
Employees13
ISINJP3386380004
Last UpdateApr 2, 2026
Themes
Online PaymentsSports Franchises, Leagues & ClubsCredit CardsRetail

Description

Analysis

Middle-of-the-road

J. Front Retailing Co., Ltd. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 9.3× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -4% yearly growth; analysts expect -2%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is adequate. The company scores 8/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
8
2023202420252026

All-time high

47

Jan 2025

All-time low

6

Mar 2026

Average rank

25

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
29
34
48
56
Price/Earnings
39
57
75
41
Price/Book
51
67
74
77
Dividend Yield
59
50
59
63
Value (overall)
33
49
59
55

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →