Expansion Into Shibuya Will Attract Tenants, But Economic Challenges May Affect Profitability

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Nov 24

Updated

06 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

5.6%

7D

1.6%

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1Y

5.6%

7D

1.6%

You can edit this narrative until Sep 7 10:05 AM. Then, changes will post as Updates.

Author's Valuation

JP¥2.06k13.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Sep 25

Fair value Increased 0.82%

Tokyu’s fair value estimate remains effectively unchanged, as both consensus revenue growth forecasts and discount rate saw only marginal adjustments, resulting in a minor increase in the analyst price target from ¥2043 to ¥2060. What's in the News Tokyu completed the repurchase of 333,300 shares (0.06% of shares outstanding) for ¥566.32 million as part of its announced buyback program.

Shared on 01 May 25

Fair value Increased 5.00%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.99%

AnalystConsensusTarget has decreased revenue growth from 0.9% to 0.7%.

AnalystConsensusTarget Fair Value

JP¥2.06k

13.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.33%

Transportation revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.01%

Calculation

JP¥83.95b

Earnings '28

x

16.00x

PE Ratio '28

=

JP¥1.34t

Market Cap '28

JP¥1.34t

Market Cap '28

/

506.49m

No. shares '28

=

JP¥2.65k

Share Price '28

JP¥2.65k Share Price '28

Discounted to 2025 @ 8.83% p.a.

=

JP¥2.06k

Fair Value '25