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LFSLEIFRAS Co., Ltd. American Depositary Shares
$2.45$64M
Overview & Verdict
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LFS logoLEIFRAS Co., Ltd. American Depositary Shares(LFS)Earnings, Financials & Key Ratios

LFS•NASDAQ
$2.30
19.7× P/E·Price updated Jun 27, 2026
SectorConsumer DefensiveIndustryEducation & TrainingSub-IndustryStudent Travel and Enrichment Programs
AboutA sports and social business company in Japan. It operates children’s sports schools and organizes sports events, and also has social business activities in community engagement.Show more
  • Revenue$12.2B+18.1%
  • EBITDA$784M+22.2%
  • Net Income$456M+9.0%
  • EPS (Diluted)18.82+19.2%
  • Gross Margin29.55%+3.5%
  • EBITDA Margin6.42%+3.4%
  • Operating Margin5.35%+6.3%
  • Net Margin3.74%-7.8%
  • ROE31.73%-37.0%

LFS Price & Volume

LEIFRAS Co., Ltd. American Depositary Shares (LFS) stock price & volume — 10-year historical chart

Loading chart...

Operational Volatility Masks Significant Balance Sheet Deleveraging

Investment Thesis • Updated 2026Q1

VerdictNeutral: While the balance sheet has been significantly de-risked with a debt-to-equity ratio of 0.57
Growth:Mixed
Profitability:Strained
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Capital allocation inefficiency

Key Thesis Takeaways

  • LEIFRAS Co., Ltd.
  • presents a complex investment profile characterized by extreme revenue lumpiness and inconsistent operating margins that frequently dip below 1%.
  • While the company has successfully strengthened its financial position by reducing its debt-to-equity ratio from 3.00 in 2023Q4 to 0.57 by 2025Q4, the lack of operating leverage remains a primary concern for long-term profitability.
  • Investors should monitor whether the company can stabilize its cash conversion cycle, which currently exhibits erratic OCF/NI ratios ranging from -4.96 to 5.82, before committing capital to this high-fixed-cost business model.

Verdict Logic

the persistent inability to scale operating income—which reached only $34.4 million on $1.2 billion of gross profit in 2024Q2—warrants a cautious wait-and-see approach.

LFS Growth Metrics

LEIFRAS Co., Ltd. American Depositary Shares (LFS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-
3 Years16.64%
TTM-

Profit CAGR

10 Years-
5 Years-
3 Years36.84%
TTM-

EPS CAGR

10 Years-
5 Years-
3 Years40.96%
TTM-

Return on Capital

10 Years27.42%
5 Years27.42%
3 Years32.37%
Last Year32.2%

Latest LFS News

Recent stock market news and headlines for LEIFRAS Co., Ltd. American Depositary Shares (LFS)

PRNewsWire·3 days ago
LEIFRAS Co., Ltd. Commences School Club Activity Support Operations in Ota Ward, Tokyo

Secures New Contract Covering 33 Club Activities Across 9 Junior High Schools, Expanding into a Tokyo Special Ward TOKYO, June 26, 2026 /PRNewswire/ -- LEIFRAS Co., Ltd. (Nasdaq: LFS) (the "Company" or "Leifras"), a sports and social business company dedicated to youth sports and community engagement and Japan's leading operator of children's sports schools and school club activity support businesses, today announced that it was awarded a new outsourcing contract (the "Contract") by Ota Ward, Tokyo, and commenced the management and operation of school club activities in the ward in April 2026.

PRNewsWire·4 days ago
LEIFRAS Co., Ltd. Explores Link Between Sports Engagement, Non-Cognitive Skills, and Academic Achievement via Proprietary EdTech Platform "Milabo"

One-Year Study at a Public Elementary School Identifies Positive Correlation and Shows Potential of Individualized Digital Learning Solutions TOKYO, June 25, 2026 /PRNewswire/ -- LEIFRAS Co., Ltd. (Nasdaq: LFS) (the "Company" or "Leifras"), a sports and social business company dedicated to youth sports and community engagement and Japan's leading operator of children's sports schools and school club activity support businesses, today announced the completion of a one-year empirical research study at Hachioji Municipal Takane Elementary School in Tokyo.

PRNewsWire·6 days ago
LEIFRAS Co., Ltd. Forms Strategic Partnership with Swift Japan Through Acquisition, Expanding into Childcare Sector

Combining Childcare Infrastructure and Sports-based Non-Cognitive Skill Development Methodologies to Support Children's Development from Infancy TOKYO, June 23, 2026 /PRNewswire/ -- LEIFRAS Co., Ltd. (Nasdaq: LFS) (the "Company" or "Leifras"), a sports and social business company dedicated to youth sports and community engagement and Japan's leading operator of children's sports schools and school club activity support businesses, today announced that on June 23, 2026, it entered into a stock transfer agreement (the "Agreement") to acquire 100% of the equity interests in SWIFT JAPAN Co., Ltd.

PRNewsWire·Jun 18, 2026
LEIFRAS Co., Ltd. Reports Financial Results for the First Quarter of Fiscal Year 2026

Record High Revenue, Adjusted Income from Operations, and Net Income, Up 10.0%, 1.0%, and 1.5% Year-over-Year , Respectively [1] TOKYO, June 18, 2026 /PRNewswire/ -- LEIFRAS Co., Ltd. (Nasdaq: LFS) (the "Company" or "Leifras"), a sports and social business company dedicated to youth sports and community engagement and Japan's leading operator of children's sports schools and school club activity support businesses, today announced its unaudited financial results for the three months ended March 31, 2026.

PRNewsWire·Jun 17, 2026
LEIFRAS Co., Ltd. Issues JPY200 Million SDGs Private Placement Bonds to Establish Robust Financial Foundation and Support Disadvantaged Youth

Continued Collaboration via The Chikuho Bank's "Chikugin Regional Support Private Placement Bonds" Drives Financial Stability and Direct Social Reinvestment TOKYO, June 17, 2026 /PRNewswire/ -- LEIFRAS Co., Ltd. (Nasdaq: LFS) (the "Company" or "Leifras"), a sports and social business company dedicated to youth sports and community engagement and Japan's leading operator of children's sports schools and school club activity outsourcing support, today announced the issuance of JPY200 million, 5-year unsecured Sustainable Development Goals (SDGs) private placement bonds on January 30, 2026, underwritten by The Chikuho Bank, Ltd.

Peers Comparison

Key metrics vs top competitors for LEIFRAS Co., Ltd. American Depositary Shares (LFS)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
LFS logoLFSLEIFRAS Co., Ltd. American Depositary SharesCurrent
$2.30$60.17M19.7518.13%3.74%31.73%—
LOAN logoLOANManhattan Bridge Capital, Inc.
$4.45$50.87M9.89-10.55%63.01%11.59%—
WRLD logoWRLDWorld Acceptance Corporation
$213.77$991.96M31.073.7%5.98%9.36%—
FCFS logoFCFSFirstCash Holdings, Inc
$212.45$9.38B28.638.04%9.14%15.91%—
RM logoRMRegional Management Corp.
$41.04$385.65M9.229.7%7.4%13.16%—
SLM logoSLMSLM Corporation
$25.45$5.04B7.364.1%33.13%31.01%—

Compare LFS vs Peers

LEIFRAS Co., Ltd. American Depositary Shares (LFS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs LOAN

Most directly comparable listed peer for LFS.

Scale Benchmark

vs V

Larger-name benchmark to compare LFS against a more recognizable public peer.

Peer Set

Compare Top 5

vs LOAN, WRLD, FCFS, RM

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LFS Frequently Asked Questions

LEIFRAS Co., Ltd. American Depositary Shares (LFS) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is LEIFRAS Co., Ltd. American Depositary Shares's revenue?

LEIFRAS Co., Ltd. American Depositary Shares (LFS) reported $14.50B in revenue for fiscal year 2025. This represents a 89% increase from $7.69B in 2022.

How fast is LEIFRAS Co., Ltd. American Depositary Shares growing?

LEIFRAS Co., Ltd. American Depositary Shares (LFS) grew revenue by 18.1% over the past year. This is strong growth.

Is LFS profitable?

Yes, LEIFRAS Co., Ltd. American Depositary Shares (LFS) is profitable, generating $563.5M in net income for fiscal year 2025 (3.7% net margin).

Dividend & Returns
What is LFS's return on equity?

LEIFRAS Co., Ltd. American Depositary Shares (LFS) has a return on equity (ROE) of 31.7%. This is excellent, indicating efficient use of shareholder capital.

What is LEIFRAS Co., Ltd. American Depositary Shares's free cash flow?

LEIFRAS Co., Ltd. American Depositary Shares (LFS) generated $283.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in LFS back in 2022?

Total return calculator · dividends reinvested · 4+ years of data

See returns →