Japan Airport Terminal Co., Ltd. (JAIRF)
NEUTRALFundamental
64
मूल्य
$5848.00
मार्केट कैप
$531.61B
भाग 1 · कंपनी का मूल्य कितना है
अवलोकन
Japan Airport Terminal owns and runs the passenger terminal buildings at Tokyo's Haneda Airport under a long-standing arrangement with the Japanese government, and also operates duty-free and retail stores at other Japanese airports. It does not fly planes; it is the landlord and shopkeeper of the terminal, charging airlines and tenants for space and use of the facility while running its own retail and restaurant operations for the travellers who pass through it.
यह पैसा कैसे कमाती है
Revenue has two distinct sources. Facility charges are rent-like fees paid by airlines and tenants for using the terminal, landing-adjacent space and check-in counters — steady and tied to long agreements. Merchandise and food and beverage sales come from the company's own duty-free, retail and restaurant operations inside the terminal, which move up and down with the number of passengers, especially international travellers who spend more per visit than domestic ones.
प्रतिस्पर्धी बढ़त (Moat)
स्केल · संकीर्णThe company's position rests on operating the terminal buildings at one of the world's busiest airports under a government arrangement that a competitor cannot simply bid to replace. That gives it a captive audience of every passenger who passes through Haneda, but the advantage is tied to a single, though very large, location rather than to a brand or technology that travels elsewhere.
मांग को क्या चलाता है
चक्रीयPassenger traffic, and especially the higher-margin international and duty-free segment, tracks tourism and business travel, both of which contract sharply in a downturn or a shock like a pandemic and recover only gradually. The company's own results have shown duty-free sales swinging noticeably between strong and weak half-years as inbound tourism patterns shift.
खरीदने के पक्ष में तर्क
Buyers argue that owning the terminal at Japan's busiest airport is a position no competitor can replicate, and that recovering inbound tourism to Japan keeps pushing both passenger numbers and duty-free spending higher.
बेचने के पक्ष में तर्क
Sellers worry that results are tied to swings in international travel and tourism spending that the company cannot control, and that rising rent, staffing and logistics costs at its stores can outpace revenue growth even in a good year for traffic.
Written by the editors, published on 18 अगस्त 2026
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बैलेंस शीट और तरलता
राजस्व
$289.82B
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
शुद्ध आय
$29.14B
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
Free Cash Flow
-
कुल इक्विटी
$214.30B
कुल देनदारियाँ
$222.94B
Current Ratio
2.50
Interest Coverage
-
Debt/EBITDA
2.81
Earnings Per Share
राजस्व और शुद्ध आय
Free Cash Flow
आय विवरण
ऐतिहासिक विवरण
समय के साथ मार्जिन
समय के साथ ऋण
ऋण कितना भारी है
वृद्धि तालिका
वृद्धि — राजस्व
Fair Value अनुमान
Fair Value
$6438.86
वर्तमान मूल्य
$5848.00
Margin of Safety
+9.2%
Fair Value सीमा
$5293.98 - $7583.73
अनुमान विधियाँ
मूल्यांकन मेट्रिक्स
P/E Ratio
18.24
ROE
18.5%
P/B Ratio
2.53
P/FCF
-
Gross Margin
65.2%
ROIC
10.3%
लाभप्रदता Radar
Value Creation (Economic Moat)
ROIC
10.3%
WACC
5.7%
ROIC − WACC
+4.7 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental विश्लेषण मानदंड
पास (11)
- ROIC 10.3%
- Gross Margin 65.2%
- P/B Ratio 2.53
- Debt/Equity ratio
- Operating Margin 15.2%
- Current Ratio
- Debt/EBITDA
- ROE 14.6%
- Revenue Growth 5Y 40.7%
- Analyst Consensus 67% Buy
- Earnings Surprise avg 30.5%
फेल (5)
- Price CAGR 3.53%
- Price below Graham Number
- DCF valuation (Unknown)
- Net Margin Trend 10.1% vs 10.2%
- Piotroski F-Score 0/9
अनुपलब्ध (11)
- EPS data insufficient
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
- Share Dilution (missing shares data)
Piotroski F-Score
गंभीर वित्तीय चिंताएं
Earnings गुणवत्ता
निम्न गुणवत्ता: accounting की जांच करें
शेयर Dilution
शेयर वापस खरीद रही है। शेयरधारक अनुकूल
प्रशासन
कार्यकारी टीम
| नाम | पद | आयु |
|---|---|---|
| Mr. Kazuhito Tanaka | Chairman, President & Representative Director | 60 |
| Mr. Isamu Jinguji | Senior MEO, Head of Finance Division, CFO and Director | 69 |
| Mr. Yasuhide Yonemoto | Chief Sr. Managing Exec. Officer, Exec. Assistant to President, GM of Passenger Terminal Ops Dept. | 69 |
| Kenji Kubo | Chief Managing Executive Officer | - |
| Satoru Sumimoto | Senior Managing Executive Officer & GM of Passenger Terminal Operations | - |
| Mr. Takeshi Fujino | Senior MEO, Head of Passenger Terminal Operations of Retail Sales, Head of China Business & Director | 57 |
| Ms. Yoko Koyama | SMEO, Division Manager of General Affair, Fin., Corp. & Bus. Planning and Rep. Director | 57 |
| Mr. Kazuyo Hachisuka | Senior Managing Executive Officer & Deputy GM of Business Development Promotion Div of Airport Bus | 64 |
| Mitsunaga Ogawa | Senior Managing Executive Officer & Head of Retail Operations | - |
| Hidetsugu Ueda | Senior Managing Executive Officer | - |
Audit जोखिम
1
बोर्ड जोखिम
9
मुआवजा जोखिम
5
शेयरधारक अधिकार जोखिम
9
भाग 2 · कीमत और खरीदने का समय
यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।
Latest News
Recent headlines for JAIRF, sourced from Markets Gazette.