J. Front Retailing Co (JFROF) Fair Value & Analysis
Consumer Cyclical · US · Market cap $3.6B
J. Front Retailing Co
JFROF · US
Fair value as of: Jul 17, 2026
From 22 valuation models · updated 24 days ago
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($9.04 to $19.04) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
60‑month range $5.80 – $15.03 · fair‑value band $9.04 – $19.04 · the $14.65 price screens above the $13.34 fair value. Dashed = 300-day average. As of Jul 17, 2026.
Analysis
J. Front Retailing Co (JFROF) currently trades at $14.65, while our model-based Fair Value estimate is $13.34, implying the stock looks roughly 8.9% fairly valued today. The Quality Score stands at 60/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, J. Front Retailing Co generated revenue of $445B at a net margin of 6.4%. Revenue declined 7.1% year over year. It earns a return on equity of 6.6%. Net debt stands at $301B. Fundamentals as of Jul 17, 2026
Our scenario range runs from $9.04 (bear case) to $19.04 (bull case); at $14.65, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 1% below its 52-week high and 34% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 50% fair-value upside, at -9%, JFROF screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 22 models by family
Widest divergence: DCF Models ($13.34) versus Earnings-Based ($5.92). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 71
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
J. Front Retailing Co., Ltd., together with its subsidiaries, engages in the operation of department stores in Japan. It operates through Department Store Business, SC Business, Developer Business, Payment and Finance Business, and Others segments. The company operates Daimaru and Matsuzakaya stores; and shopping complexes under the Parco name.
Full company description
J. Front Retailing Co., Ltd., together with its subsidiaries, engages in the operation of department stores in Japan. It operates through Department Store Business, SC Business, Developer Business, Payment and Finance Business, and Others segments. The company operates Daimaru and Matsuzakaya stores; and shopping complexes under the Parco name. It is also involved in the selling of clothing, miscellaneous goods, household goods, and food products; development, management, administration, and operation of shopping centers; real estate development, sales, management, operation, interior construction; issuance and management of credit cards; and wholesale trade, parking lot operations, and leasing businesses. In addition, the company engages in logistics, wholesale, administrative processing, parking, and leasing businesses; prepaid specific trading and investment businesses; and provision of testing and quality control, outsourcing of administrative tasks, and e-sports team management services. The company was incorporated in 2007 and is headquartered in Chuo, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
J. Front Retailing Co reported revenue of $446B in FY2026 versus $331B in FY2022, a compound +7.7%/yr. Reported net income was $28.4B in FY2026, compounding +60.1%/yr from FY2022.
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Peer Group
Department Stores · 127 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Department Stores median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Department Stores stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Falabella S.A FALABELLA | 5,875 CLP | 8,880 CLP | +51% |
| El Puerto de Liverpool, S.A. LIVEPOLC1 | 99.62 MXN | 263.70 MXN | +165% |
| 99 Speed Mart Retail Holdings 5326 | 3.70 MYR | 1.45 MYR | -61% |
| Cencosud S.A CENCOSUD | 2,040 CLP | 2,516 CLP | +23% |
| Vishal Mega Mart Limited VMM | ₹113.94 | ₹37.39 | -67% |
| SHINSEGAE Inc 004170 | 610,000 KRW | 200,259 KRW | -67% |
| Organización Soriana, S. A. B. de C. V., SORIANAB | 30.04 MXN | 59.59 MXN | +98% |
| Lotte Shopping Co 023530 | 155,300 KRW | 81,725 KRW | -47% |
| Lojas Renner S.A LREN3 | R$14.10 | R$33.36 | +137% |
| La Comer, S.A. LACOMERUBC | 34.37 MXN | 51.49 MXN | +50% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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