Stock 3281 GLP J-REIT
Add to a list
To use this feature you must be a member
Log inSign up

Financials GLP J-REIT

Equities

3281

JP3047510007

Commercial REITs

Market Closed - Japan Exchange
Other stock markets
 02:00:00 2024-04-26 am EDT 		5-day change 1st Jan Change
129,000 JPY -1.23% Intraday chart for GLP J-REIT -0.69% -8.19%
Apr. 15 GLP J-REIT Provides Consolidated Earnings Guidance for the Fiscal Periods Ending August 31, 2024 (From March 1, 2024 to August 31, 2024) and Ending February 28, 2025 (From September 1, 2024 to February 28, 2025) CI
Apr. 15 GLP J-REIT Announces Actual Amount of Distributions for the Fiscal Period Ended February 29, 2024 CI

Valuation

Fiscal Period: August 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 502,178 651,616 896,727 762,914 676,248 631,807 - -
Enterprise Value (EV) 1 762,265 911,145 1,162,426 1,037,476 1,015,280 631,807 982,624 979,811
P/E ratio 27.9 x 33.9 x 39 x 37.1 x 21.2 x 23.5 x 25.5 x 25.8 x
Yield 4.04% 3.31% 2.91% 3.66% 4.5% 4.57% 4.45% 4.37%
Capitalization / Revenue 14.1 x 16.8 x 21.4 x 15.7 x 13.2 x 11.7 x 12.1 x 12 x
EV / Revenue 21.4 x 23.5 x 27.8 x 21.3 x 19.8 x 11.7 x 18.9 x 18.7 x
EV / EBITDA 28.8 x 32.2 x 37.5 x 28.9 x 28.2 x 16.7 x 27.2 x 26.6 x
EV / FCF -5.36 x 32.2 x -10.5 x -133 x -36.3 x 24.2 x 27.9 x 27.6 x
FCF Yield -18.6% 3.1% -9.52% -0.75% -2.76% 4.13% 3.58% 3.62%
Price to Book 1.58 x 1.97 x 2.22 x 1.86 x 1.41 x 1.36 x 1.39 x 1.38 x
Nbr of stocks (in thousands) 3,833 3,983 4,490 4,490 4,925 4,898 - -
Reference price 2 131,000 163,600 199,700 169,900 137,300 129,000 129,000 129,000
Announcement Date 4/15/19 4/15/20 4/14/21 4/13/22 4/14/23 4/15/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: August 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 35,588 38,733 41,871 48,643 51,241 53,779 52,080 52,476
EBITDA 1 26,475 28,308 31,030 35,886 36,040 37,913 36,174 36,806
EBIT 1 19,286 20,773 23,249 27,312 27,433 28,903 27,077 27,421
Operating Margin 54.19% 53.63% 55.53% 56.15% 53.54% 53.75% 51.99% 52.25%
Earnings before Tax (EBT) 1 16,999 18,490 20,612 20,283 29,582 26,740 25,023 24,380
Net income 1 17,000 18,488 20,610 20,281 29,580 26,739 24,734 24,445
Net margin 47.77% 47.73% 49.22% 41.69% 57.73% 49.72% 47.49% 46.58%
EPS 2 4,701 4,822 5,126 4,577 6,486 5,491 5,054 5,008
Free Cash Flow 1 -142,117 28,257 -110,687 -7,818 -27,999 40,732 35,188 35,501
FCF margin -399.34% 72.95% -264.35% -16.07% -54.64% 75.49% 67.57% 67.65%
FCF Conversion (EBITDA) - 99.82% - - - 109.77% 97.28% 96.46%
FCF Conversion (Net income) - 152.84% - - - 159.63% 142.27% 145.23%
Dividend per Share 2 5,291 5,411 5,820 6,217 6,185 5,889 5,737 5,640
Announcement Date 4/15/19 4/15/20 4/14/21 4/13/22 4/14/23 4/15/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: August 2020 S1 2020 S2 2021 S1 2021 S2 2022 S1 2022 S2 2023 S1 2023 S2 2024 S1 2024 S2 2025 S1 2025 S2 2026 S1 2026 S2
Net sales 1 19,892 18,841 19,893 21,978 23,855 24,787 24,875 26,366 27,955 25,824 26,164 25,814 25,982 25,640
EBITDA 1 14,622 13,686 14,651 16,379 17,313 18,573 17,342 18,698 19,836 18,077 18,753 20,241 17,837 -
EBIT 1 10,852 9,920 10,881 12,368 13,062 14,250 13,090 14,343 15,325 13,578 13,522 13,262 13,420 13,124
Operating Margin 54.56% 52.65% 54.7% 56.27% 54.76% 57.49% 52.62% 54.4% 54.82% 52.58% 51.68% 51.37% 51.65% 51.18%
Earnings before Tax (EBT) 1 9,613 8,877 9,697 10,915 11,763 8,520 16,458 13,124 14,036 12,705 12,298 11,680 11,632 11,558
Net income 1 9,612 8,875 9,695 10,914 11,761 8,519 16,456 13,123 14,035 12,704 12,425 11,652 11,632 11,558
Net margin 48.32% 47.1% 48.74% 49.66% 49.3% 34.37% 66.16% 49.77% 50.21% 49.19% 47.49% 45.14% 44.77% 45.08%
EPS 2 2,507 2,315 2,495 2,631 2,680 1,897 3,664 2,822 2,907 2,584 2,528 2,385 2,383 2,329
Dividend per Share 2 2,802 2,609 2,831 2,989 3,048 3,169 3,051 3,134 3,224 2,841 2,842 2,729 2,726 2,740
Announcement Date 10/16/19 4/15/20 10/13/20 4/14/21 10/13/21 4/13/22 10/12/22 4/14/23 10/13/23 4/15/24 - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: August 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 260,087 259,530 265,699 274,562 339,032 355,486 350,816 348,003
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 9.824 x 9.168 x 8.563 x 7.651 x 9.407 x 9.58 x 9.698 x 9.455 x
Free Cash Flow 1 -142,117 28,257 -110,687 -7,818 -27,999 40,732 35,188 35,501
ROE (net income / shareholders' equity) 6.37% 5.82% 5.67% 5.07% 4.15% 5.62% 5.37% 5.46%
ROA (Net income/ Total Assets) 3.23% 3.04% 3.1% 2.66% 2.18% 3.35% 3.07% 3.11%
Assets 1 526,396 608,674 664,844 761,846 1,355,310 761,949 804,934 786,400
Book Value Per Share 2 83,134 82,984 89,809 91,390 97,159 94,613 92,489 93,236
Cash Flow per Share 2 6,583 7,756 6,907 9,418 8,352 8,270 7,144 7,208
Capex 1 962 1,479 139,338 49,551 66,089 61,445 - -
Capex / Sales 2.7% 3.82% 332.78% 101.87% 128.98% 113.87% - -
Announcement Date 4/15/19 4/15/20 4/14/21 4/13/22 4/14/23 4/15/24 - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for GLP J-REIT

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Industrial REITs

1st Jan change Capi.
GLP J-REIT Stock GLP J-REIT
-8.19% 4.01B
GOODMAN GROUP Stock Goodman Group
+23.28% 38.16B
REXFORD INDUSTRIAL REALTY, INC. Stock Rexford Industrial Realty, Inc.
-22.66% 9.39B
EASTGROUP PROPERTIES, INC. Stock EastGroup Properties, Inc.
-14.01% 7.49B
AMERICOLD REALTY TRUST, INC. Stock Americold Realty Trust, Inc.
-26.03% 6.32B
STAG INDUSTRIAL, INC. Stock STAG Industrial, Inc.
-11.74% 6.27B
FIRST INDUSTRIAL REALTY TRUST, INC. Stock First Industrial Realty Trust, Inc.
-11.73% 6.09B
WAREHOUSES DE PAUW SA Stock Warehouses De Pauw SA
-12.07% 5.8B
FIBRA PROLOGIS Stock FIBRA Prologis
-11.75% 5.48B
TERRENO REALTY CORPORATION Stock Terreno Realty Corporation
-12.08% 5.22B
Industrial REITs
  1. Stock Market
  2. Equities
  3. 3281 Stock
  4. Financials GLP J-REIT