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Leifras Co., Ltd. American Depositary Shares represent an interest in Leifras Co., Ltd., a sports and social business company based in Tokyo, Japan. The company focuses on youth sports and community engagement, primarily by operating sports schools and organizing sports events for children. Its offerings span multiple disciplines, including soccer, basketball, dance, and other athletic programs designed to support child development and physical education. Leifras also provides club activity management services for schools, helping institutions run structured extracurricular sports programs. Beyond youth activities, the company is involved in social businesses such as services related to elderly care, integrating community welfare with recreational and educational initiatives. In the financial market, Leifras Co., Ltd. American Depositary Shares give investors exposure to a niche service provider positioned at the intersection of sports education, community services, and social infrastructure in Japan.
$2.07
$0.06 (-2.82%)
EOD Jul 17, 2026
Operating margin is thin at 5.49%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 13.5%, still solid.
ROIC dropped from 29.94% to 16.41%, capital efficiency is deteriorating.
20.0x earnings, 17.2x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
¥12.00B
▲ +13.5% YoY
Net Income (TTM)
¥440M
▲ +4.7% YoY
Op. Margin
5.30%
▲ +0.3pp YoY
ROIC
16.41%
▼ -13.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
¥512M
▲ +139.8% YoY
Op. Cash Flow (TTM)
¥823M
▼ -6.7% YoY
Net Debt
-¥1.47B
Net Cash Position
Cash & Equiv.
¥2.52B
3Y CAGR: +518.5%
3Y CAGR: +454.4%
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At a P/E of 20.0 and a price-to-free-cash-flow of 17.2, Leifras Co., Ltd. American (LFS) trades below a two-stage DCF intrinsic value of about JPY 1,044.73 per share, so at JPY 2.07 the stock looks undervalued (50,370.1% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Leifras Co., Ltd. American scores 86/100 on Intrinsiqq's quality scorecard (a high-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about JPY 1,044.73 per share for LFS, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around JPY 783.55. At today's JPY 2.07, that puts the stock about 50,370.1% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Leifras Co., Ltd. American scores 86 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a high-quality business on these measures. Recent fundamentals include a 5.3% operating margin and a 16.4% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. LFS currently trades below its estimated intrinsic value and scores 86/100 on quality (high-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.