Tokyu Fudosan Holdings Corporation

TSE:3289 Stock Report

Market Cap: JP¥714.3b

Tokyu Fudosan Holdings Valuation

Is 3289 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 3289 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
JP¥1.92k
Fair Value
47.9% undervalued intrinsic discount
10
Number of Analysts

Below Fair Value: 3289 (¥1000) is trading below our estimate of fair value (¥1920.12)

Significantly Below Fair Value: 3289 is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 3289?

Key metric: As 3289 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 3289. This is calculated by dividing 3289's market cap by their current earnings.
What is 3289's PE Ratio?
PE Ratio10.1x
EarningsJP¥70.53b
Market CapJP¥714.25b

Price to Earnings Ratio vs Peers

How does 3289's PE Ratio compare to its peers?

The above table shows the PE ratio for 3289 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average10.2x
3231 Nomura Real Estate Holdings
8.2x1.7%JP¥717.7b
1878 Daito Trust ConstructionLtd
11.3x3.0%JP¥1.0t
8804 Tokyo Tatemono
7.7x-2.7%JP¥508.6b
8830 Sumitomo Realty & Development
13.8x5.1%JP¥2.5t
3289 Tokyu Fudosan Holdings
10.1x7.1%JP¥714.3b

Price-To-Earnings vs Peers: 3289 is good value based on its Price-To-Earnings Ratio (10.1x) compared to the peer average (10.2x).

Price to Earnings Ratio vs Industry

How does 3289's PE Ratio compare vs other companies in the JP Real Estate Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
3289 10.1xIndustry Avg. 10.2xNo. of Companies17PE0816243240+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 3289 is good value based on its Price-To-Earnings Ratio (10.1x) compared to the JP Real Estate industry average (10.2x).

Price to Earnings Ratio vs Fair Ratio

What is 3289's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

3289 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio10.1x
Fair PE Ratio16.3x

Price-To-Earnings vs Fair Ratio: 3289 is good value based on its Price-To-Earnings Ratio (10.1x) compared to the estimated Fair Price-To-Earnings Ratio (16.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 3289 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥1,000.00
JP¥1,198.00
+19.8%
8.5%JP¥1,330.00JP¥1,020.00n/a10
Feb ’26JP¥1,001.00
JP¥1,197.00
+19.6%
8.6%JP¥1,330.00JP¥1,020.00n/a10
Jan ’26JP¥967.60
JP¥1,197.00
+23.7%
8.6%JP¥1,330.00JP¥1,020.00n/a10
Dec ’25JP¥981.80
JP¥1,231.00
+25.4%
11.0%JP¥1,500.00JP¥1,020.00n/a10
Nov ’25JP¥959.40
JP¥1,265.00
+31.9%
9.6%JP¥1,500.00JP¥1,100.00n/a10
Oct ’25JP¥996.50
JP¥1,265.00
+26.9%
9.6%JP¥1,500.00JP¥1,100.00n/a10
Sep ’25JP¥1,044.00
JP¥1,288.00
+23.4%
8.1%JP¥1,500.00JP¥1,140.00n/a10
Aug ’25JP¥1,008.00
JP¥1,289.00
+27.9%
7.5%JP¥1,460.00JP¥1,150.00n/a10
Jul ’25JP¥1,086.00
JP¥1,272.00
+17.1%
11.7%JP¥1,540.00JP¥960.00n/a10
Jun ’25JP¥1,086.00
JP¥1,257.00
+15.7%
13.3%JP¥1,540.00JP¥960.00n/a10
May ’25JP¥1,150.50
JP¥1,241.82
+7.9%
14.1%JP¥1,540.00JP¥960.00n/a11
Apr ’25JP¥1,207.50
JP¥1,159.09
-4.0%
11.5%JP¥1,400.00JP¥960.00n/a11
Mar ’25JP¥1,011.00
JP¥1,127.27
+11.5%
10.3%JP¥1,330.00JP¥960.00n/a11
Feb ’25JP¥976.30
JP¥1,087.27
+11.4%
10.5%JP¥1,300.00JP¥880.00JP¥1,001.0011
Jan ’25JP¥901.40
JP¥1,043.00
+15.7%
8.3%JP¥1,200.00JP¥880.00JP¥967.6010
Dec ’24JP¥939.20
JP¥1,032.00
+9.9%
8.2%JP¥1,200.00JP¥880.00JP¥981.8010
Nov ’24JP¥879.30
JP¥1,018.18
+15.8%
10.0%JP¥1,200.00JP¥880.00JP¥959.4011
Oct ’24JP¥919.00
JP¥983.64
+7.0%
8.9%JP¥1,200.00JP¥880.00JP¥996.5011
Sep ’24JP¥923.70
JP¥950.91
+2.9%
5.7%JP¥1,050.00JP¥880.00JP¥1,044.0011
Aug ’24JP¥850.40
JP¥906.36
+6.6%
6.8%JP¥1,000.00JP¥770.00JP¥1,008.0011
Jul ’24JP¥823.20
JP¥906.36
+10.1%
6.8%JP¥1,000.00JP¥770.00JP¥1,086.0011
Jun ’24JP¥758.00
JP¥823.64
+8.7%
7.5%JP¥950.00JP¥740.00JP¥1,086.0011
May ’24JP¥682.00
JP¥790.00
+15.8%
4.4%JP¥850.00JP¥740.00JP¥1,150.5010
Apr ’24JP¥635.00
JP¥828.18
+30.4%
10.2%JP¥980.00JP¥690.00JP¥1,207.5011
Mar ’24JP¥654.00
JP¥837.50
+28.1%
9.5%JP¥980.00JP¥690.00JP¥1,011.0012
Feb ’24JP¥646.00
JP¥837.50
+29.6%
9.3%JP¥970.00JP¥690.00JP¥976.3012
Analyst Price Target
Consensus Narrative from 10 Analysts
JP¥1.20k
Fair Value
16.5% undervalued intrinsic discount
10
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/15 07:52
End of Day Share Price 2025/02/14 00:00
Earnings2024/12/31
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tokyu Fudosan Holdings Corporation is covered by 18 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Takumi KasaiBofA Global Research
Masashi MikiCitigroup Inc
Masahiro MochizukiCLSA