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J Frontier Co., Ltd. (2934.T)

JPY1,805.00 +87.00 (+5.06%)
JP JPX Healthcare Medical - Distribution
Address 9-8 Sakuragaokacho 150-0031
Tokyo, JP
CEO Tatsuya Yoshimoto
IPO 2021-08-27
ISIN JP3386650000

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Description

J Frontier Co.,Ltd. engages in the healthcare sales, medical care sales, and healthcare marketing businesses in Japan. The company operates SOKUYAKU, a platform for online medical treatment, online medication guidance, home delivery of prescription drugs, and digital transformation support for medical institutions. The company also sells health foods, health, beauty, education, healing, medicine, and medical care products through mail order; and provides product sales promotion support services. In addition, it offers Internet advertising for medical institutions and healthcare-related companies; and web marketing, in-store and TV shopping distribution, BPO support for logistics, etc. J Frontier Co.,Ltd. was incorporated in 2008 and is based in Shibuya, Japan.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY1,805.00 +87.00 (+5.06%)
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Volume Profile
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Liquidity & share structure
Average Volume
9.1K
Beta
0.65
Float Shares
1.26M
Free Float %
23.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.69% -2.53% -4.09% +21.87% +2.93% +22.70% +0.56% -31.26% -51.33% -51.33% -51.33%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1,805.00
DCF (Unlevered) 4,551.06 +152.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.64
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Distribution: +5.6%
    +21.4% Q1'26: +3.6% (vs Q1'25)
  • EPS growth Medical - Distribution: +4.9%
    +104.0% Q1'26: +129.5% (vs Q1'25)
  • FCF margin FCF growth · Medical - Distribution: +37.6%
    +3.9% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Medical - Distribution: +3.0%
    +1.4% Q1'26: +7.8% (vs Q1'25)
  • ROIC Medical - Distribution: +5.7%
    +4.4% Q1'26: +20.8% (vs Q1'25)
  • Share dilution Medical - Distribution: +0.0%
    +3.9% Q1'26: +6.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Distribution: 0.87×
    4.75× Q1'26: 2.26× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.66) × ERP
WACC = 65% × Ke + 35% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4,551.06 Current price: 1,805.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric May 2022
actual
May 2023
actual
May 2024
actual
May 2025
actual
May 2026
1 Rev. Ana.
1 EPS Ana.
May 2027
1 Rev. Ana.
1 EPS Ana.
May 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
11.88B
est: 10.50B (+13.1%)
16.84B
est: 16.67B (+1.1%)
17.71B
est: 25.00B (-29.1%)
21.50B
est: 30.00B (-28.3%)
46.93B
46.93B – 46.93B
+56.4% YoY
68.77B
68.77B – 68.77B
+46.5% YoY
100.00B
100.00B – 100.00B
+45.4% YoY
EBITDA
760.67M
est: 61.64M (+1,134.0%)
-1.54B
est: 97.88M (-1,672.2%)
-1.22B
est: 146.81M (-932.5%)
914.54M
est: 176.17M (+419.1%)
275.57M
275.57M – 275.57M
+56.4% YoY
403.84M
403.84M – 403.84M
+46.5% YoY
587.22M
587.22M – 587.22M
+45.4% YoY
EBIT
701.88M
est: -99.84M (+803.0%)
-1.84B
est: -158.54M (-1,057.9%)
-1.63B
est: -237.77M (-587.0%)
307.78M
est: -285.33M (+207.9%)
-446.33M
-446.33M – -446.33M
-56.4% YoY
-654.08M
-654.08M – -654.08M
-46.5% YoY
-951.09M
-951.09M – -951.09M
-45.4% YoY
Net Income
400.52M
est: 603.98M (-33.7%)
-1.90B
est: -2.45B (+22.3%)
-2.09B
est: 383.76M (-643.7%)
87.57M
est: 1.63B (-94.6%)
4.14B
4.14B – 4.14B
+153.7% YoY
9.73B
9.73B – 9.73B
+134.8% YoY
17.82B
17.82B – 17.82B
+83.1% YoY
SGA
4.61B
est: 4.33B (+6.4%)
8.63B
est: 6.88B (+25.5%)
8.51B
est: 10.32B (-17.6%)
est: 12.38B (-100.0%)
19.37B
19.37B – 19.37B
+56.4% YoY
28.38B
28.38B – 28.38B
+46.5% YoY
41.27B
41.27B – 41.27B
+45.4% YoY
EPS
90.64
est: 118.70 (-23.6%)
-410.60
est: -480.59 (+14.6%)
-426.06
est: 75.42 (-664.9%)
17.42
est: 321.02 (-94.6%)
814.38
814.38 – 814.38
+153.7% YoY
1,912.30
1,912.30 – 1,912.30
+134.8% YoY
3,502.02
3,502.02 – 3,502.02
+83.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-28 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-27 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-26 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-25 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-22 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-21 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-20 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-19 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-18 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-15 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-14 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-13 C 2/5 1/5 3/5 3/5 1/5 1/5 2/5
2026-05-12 C 2/5 1/5 3/5 3/5 1/5 1/5 2/5
2026-05-11 C 2/5 1/5 3/5 3/5 1/5 1/5 2/5
2026-05-08 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-05-07 C 2/5 1/5 2/5 3/5 1/5 1/5 2/5
2026-05-01 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-30 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-28 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-27 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-24 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-23 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-22 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-21 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-20 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
28.98M
OE per share TTM
5.77
Owner's Yield
0.34%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
0.7%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
1.52M
Shares Outstanding
5.33M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Atsuhiro Nakamura President, Chief Executive Officer & Representative Director male
Katsutoshi Minagawa Executive Officer of Corporate Planning Department
Nana Fukazawa Executive Officer & GM of Sokuyaku Business Division male
Yuya Higuchi Chairman of the Board, Exe. Officer, Chief Financial Officer and Head of Corporation Planning Headquarters & Corp. Division male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits