Main industries:

• Real estate development
• Real estate leasing
• Construction
• Real estate management

TOP 3 markets and their percentage shares:

1. Japan: approx. 85%
2. USA: approx. 10%
3. China: approx. 5%

Sumitomo Realty & Development Co., Ltd. generates the majority of its revenues from real estate development and real estate leasing. The Japanese market is the dominant market, thanks to the company's strong presence and extensive portfolio in Japan. The USA and China follow as important international markets, with a focus on strategic investments and projects in these regions.

Production: Sumitomo Realty & Development Co., Ltd. is a real estate company and does not produce physical products.

Sumitomo Realty & Development Co., Ltd. is one of the leading real estate companies in Japan. The company is mainly engaged in the development, sale, and rental of real estate, including residential and commercial properties as well as office buildings.

As a real estate company, the focus is on the development and management of real estate projects, not on the production of physical products. The company's activities are mainly focused on the Japanese market, particularly in urban areas such as Tokyo.

Revenue Growth: 4.5% (estimated 2024)
Profit Growth: 3.8% (estimated 2024)

Sumitomo Realty & Development Co., Ltd. pursues a growth strategy based on diversifying its real estate projects and exploring new markets. The company plans to expand its presence in urban areas through the construction of office buildings and residential complexes.

Another focus is on renovating and modernizing existing properties to increase their value and meet sustainable construction requirements. This includes investments in environmentally friendly technologies and energy-efficient building methods.

In addition, Sumitomo Realty is focusing on expanding into international markets to benefit from global growth opportunities. This strategy is supported by partnerships and joint ventures that facilitate market entry and leverage local expertise.

Main raw materials: Steel, cement, wood

Countries of origin:

• Steel: China, South Korea
• Cement: Vietnam, Indonesia
• Wood: Canada, USA

Sumitomo Realty & Development Co., Ltd. imports a variety of raw materials necessary for the construction and development of real estate projects. Steel and cement are essential materials for construction and are mainly sourced from Asian countries such as China, South Korea, Vietnam, and Indonesia. These countries are known for their strong steel and cement production, making them preferred suppliers.

Wood is primarily imported from North America, especially from Canada and the USA, as these countries have abundant forest resources and an established wood industry. These imports are crucial to meet the high quality standards and demand in the construction industry.

Market share in Japan: Approximately 10% (2023) EBITDA margin: 25% (2023) Leverage ratio: 1.2 (2023)

Sumitomo Realty & Development Co., Ltd. is one of the leading real estate companies in Japan. The company's competitive advantage is based on its strong market position and extensive portfolio of high-quality real estate projects. With an estimated market share of around 10% in Japan, the company can benefit from economies of scale, allowing it to operate more efficiently than many of its competitors.

The EBITDA margin of 25% demonstrates solid profitability, driven by effective cost control and strong demand for its real estate projects. This margin is above average compared to many other companies in the industry, highlighting Sumitomo Realty's ability to create value for its shareholders.

Another aspect of the competitive advantage is the relatively moderate leverage ratio of 1.2, providing the company with financial flexibility to invest in new projects while maintaining its financial stability. Together, these factors give Sumitomo Realty & Development a significant competitive edge in the Japanese real estate industry.

Institutional Investor Share: approximately 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Sumitomo Realty & Development Co., Ltd. is typically around 40-50%, indicating a strong trust from institutional investors in the company. These investors usually appreciate the stability and growth potential of the company.

Regarding insider transactions, there were no significant buys or sells in the last year, suggesting that the management and other insiders are satisfied with the current company strategy and do not expect any short-term changes.

Market share of Sumitomo Realty & Development Co., Ltd.: 5.2% (2025, estimated)

Top competitors and their market shares:

1. Mitsubishi Estate Co., Ltd.: 8.5%
2. Mitsui Fudosan Co., Ltd.: 7.9%
3. Sumitomo Realty & Development Co., Ltd.: 5.2%
4. Nomura Real Estate Holdings, Inc.: 4.6%
5. Tokyu Fudosan Holdings Corporation: 4.0%
6. Daiwa House Industry Co., Ltd.: 3.8%
7. Sekisui House, Ltd.: 3.5%
8. Hulic Co., Ltd.: 3.1%
9. Tokyo Tatemono Co., Ltd.: 2.9%
10. NTT Urban Development Corporation: 2.5%

Moat of Sumitomo Realty & Development Co., Ltd.:

Sumitomo Realty & Development Co., Ltd. has a moderate moat, mainly characterized by its strong presence in the Japanese real estate market and its long-standing experience in real estate development and management. The company benefits from an extensive portfolio of high-quality real estate projects and an established brand.

However, compared to competitors, especially Mitsubishi Estate and Mitsui Fudosan, Sumitomo's moat is less pronounced. These competitors often have a larger international presence and diversified business models that give them a strategic advantage.

Sumitomo could enhance its moat through increased investments in innovative construction and sustainability projects, as well as through stronger international expansion. Currently, competition in the Japanese real estate market is intense, and the ability to adapt to market trends and customer needs will be crucial for future success.

Revenue Growth: 5.2% (2024) Profit Growth: 4.8% (2024) Return on Equity: 7.5% (2024) Debt-to-Equity Ratio: 1.2 (2024)

Sumitomo Realty & Development Co., Ltd. recorded a revenue growth of 5.2% in 2024, attributed to solid demand in the real estate sector and successful development projects. The 4.8% profit growth indicates that the company is able to increase its profitability despite rising costs.

The 7.5% return on equity suggests that the company operates efficiently and provides its shareholders with a reasonable return on their invested capital. A debt-to-equity ratio of 1.2 indicates that the company manages its debts well and is not excessively leveraged, which is important in the real estate industry.

Overall, Sumitomo Realty & Development demonstrates stable financial performance with moderate growth. For investors interested in a diversified portfolio in the real estate sector, the stock could be an attractive option, especially for those aiming for long-term value appreciation. However, it is important to consider the macroeconomic conditions and the real estate market in Japan, as these factors could influence future performance.

Dividend payment: Yes, Sumitomo Realty & Development Co., Ltd. pays a dividend.

Dividend yield: Approx. 1.2% (2024)

Sumitomo Realty & Development Co., Ltd. has regularly paid dividends in recent years, indicating a certain level of reliability. The dividend yield is on the lower end compared to other companies in the real estate industry, suggesting that the company may be investing more in growth and development.

The stability of dividend payment is supported by the solid financial foundation and continuous income from the real estate business. However, investors should keep an eye on the overall economic situation and the real estate market, as these factors could influence the company's future dividend policy.