Japanese real estate developer focused on Tokyo office buildings, condominiums and leasing.
Japanese real estate developer focused on Tokyo office buildings, condominiums and leasing.
Office leasing is the steady line, with rents set in multi-year leases to corporate tenants, while condominium sales are lumpy and booked when units are handed over. It develops most of its own buildings on central Tokyo sites. It uses the Sumitomo Group name but is an independent company.
In one line: A concentrated, Tokyo-office-heavy developer.
Moat: narrow (scale, installed base). Large, concentrated office/condo portfolio in central Tokyo built over decades.
Headquarters: Tokyo, Japan · Founded: 1949 · Employees: 14,116
Size Sumitomo Realty & Development C (8830.T) is a Japan Real Estate company (Real Estate Development) with a market value of $18.8B, the 85th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,212 on 6 Nov 2026.
Performance Over six months the shares fell 33.7%, against -4.3% for the median peer and +1.8% for the Japan market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 5.4% over the last twelve months (peer median +1.2%); the operating margin is 28.7% (peer median 20.4%).
Valuation It trades at 12.8× forward earnings against a peer median of 17.8× (5th cheapest of 21).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥1.05T | ¥1.06T | ¥1.01T | ¥968B | ¥940B |
| Revenue growth | — | +4% | +5% | +3% | — |
| Gross profit | ¥385B | ¥384B | ¥351B | ¥332B | ¥314B |
| EBITDA | ¥377B | ¥375B | ¥346B | ¥328B | ¥306B |
| Net income | ¥224B | ¥213B | ¥192B | ¥177B | ¥162B |
| Free cash flow | n/a | -¥18.4B | ¥87.7B | ¥43.6B | -¥284B |
| Capital expenditure | n/a | ¥146B | ¥166B | ¥188B | ¥449B |
| Total debt | ¥3.99T | ¥3.98T | ¥3.89T | ¥3.96T | ¥3.94T |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sumitomo Realty & Development C 8830.T | $18.8B | -34% | +5% | 29% | 12.8× | n/a |
| Mitsubishi Estate 8802.T | $29.5B | -12% | +17% | 21% | 19.2× | n/a |
| Mitsui Fudosan 8801.T | $27.4B | -5% | -10% | 14% | 14.9× | n/a |
| Tokyu Fudosan Holdings Corporat 3289.T | $5.69B | -7% | +6% | 14% | 8.6× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 8830.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.9% | +7.9% | 7th lowest of 21 |
| 6-month return | -33.7% | -4.3% | lowest of 21 |
| Distance from 52-week high | -39.7% | -13.4% | 2nd lowest of 21 |
| Revenue growth (TTM) | +5.4% | +1.2% | 9th highest of 21 |
| Operating margin | 28.7% | 20.4% | 8th highest of 21 |
| Forward P/E | 12.8× | 17.8× | 5th cheapest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sumitomo Realty & Development C 8830.T | Japan | $18.8B | -34% | +5% | 29% | 12.8× | n/a | n/a |
| China Overseas 0688.HK | Hong Kong | $18.4B | -13% | +4% | 11% | 10.2× | n/a | n/a |
| Henderson Land 0012.HK | Hong Kong | $18.3B | -12% | +46% | 20% | 17.2× | n/a | n/a |
| Swire Properties 1972.HK | Hong Kong | $19.4B | +4% | +6% | 49% | 18.3× | n/a | n/a |
| DLF DLF.NS | India | $19.7B | +22% | -29% | 13% | 38.3× | n/a | n/a |
| Hongkong Land H78.SI | Singapore | $17.7B | -1% | -25% | 23% | 20.9× | n/a | n/a |
| Jones Lang LaSalle JLL | United States | $16.9B | +12% | +11% | 5% | 13.4× | n/a | n/a |
| KE Holdings, Inc. Class A 2423.HK | Hong Kong | $21.4B | +3% | -11% | 6% | 16.8× | n/a | n/a |
| CK Asset 1113.HK | Hong Kong | $21.9B | -3% | +48% | 15% | 12.8× | n/a | n/a |
| Vonovia VNA.DE | Germany | $16.1B | -24% | -17% | 40% | 9.4× | n/a | n/a |
| Swiss Prime Site SPSN.SW | Switzerland | $13.0B | +1% | -12% | 76% | 31.7× | n/a | n/a |
| Mitsui Fudosan 8801.T | Japan | $27.4B | -5% | -10% | 14% | 14.9× | n/a | n/a |
| Sino Land 0083.HK | Hong Kong | $12.8B | -20% | +15% | 34% | 20.4× | n/a | n/a |
| Wharf Reic 1997.HK | Hong Kong | $12.6B | +24% | -1% | 73% | 14.8× | n/a | n/a |
| Lodha Developers LODHA.NS | India | $12.5B | +22% | +21% | 31% | 27.0× | n/a | n/a |
| China Res Land 1109.HK | Hong Kong | $29.1B | -7% | -12% | 16% | 8.9× | n/a | n/a |
| China Res Mixc 1209.HK | Hong Kong | $12.1B | -14% | +10% | 28% | 18.4× | n/a | n/a |
| Mitsubishi Estate 8802.T | Japan | $29.5B | -12% | +17% | 21% | 19.2× | n/a | n/a |
| Klepierre LI.PA | France | $11.6B | +8% | +3% | 63% | 13.1× | n/a | n/a |
| China Merchants Shekou Industrial Zone 001979.SZ | China | $10.4B | -10% | -22% | 1% | 69.7× | n/a | n/a |
| Poly Developments & 600048.SS | China | $10.1B | -9% | -4% | 4% | 48.6× | n/a | n/a |