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← CockpitCompetitor Analysis › 8830.T Sumitomo Realty & Development COpen in the cockpit ↗

Sumitomo Realty & Development C8830.TCompetitor analysis, valuation and peers

Japan · JPY·Real Estate›Real Estate Development

Japanese real estate developer focused on Tokyo office buildings, condominiums and leasing.

≈ A concentrated, Tokyo-office-heavy developerMomentum weak 24
Mkt cap
$18.8B
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$94.8M
20-day average traded
Fwd P/E
12.8×
forward earnings
ROIC−WACC
n/a
WACC 5.5%
Hurdle
n/a
no reverse DCF
Next earnings
4 days
10 Nov 2026
Close · JPY¥3,212
1D-9.9%
1W-0.3%
1M+4.9%
3M-8.2%
6M-33.7%
YTD-17.9%
1Y-4.5%
ATR %3.8%
52w lowhigh39.7% off high

What Sumitomo Realty & Development C does

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.

Products and services

  • Office building leasing
  • Condominium sales
  • Retail/rental housing

Customers

  • Corporate office tenants, condominium buyers

Where it sits in the supply chain

  • Real estate
  • Development & leasing
  • Office/residential development

What could go right

  • Tokyo office rent growth
  • Condo price appreciation

What could go wrong

  • Interest rate sensitivity (high leverage)
  • Office oversupply risk

Moat: narrow (scale, installed base). Large, concentrated office/condo portfolio in central Tokyo built over decades.

Headquarters: Tokyo, Japan · Founded: 1949 · Employees: 14,116

Named competitors

Sumitomo Realty & Development C at a glance

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).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 978830.T 68
Six months, rebased to 100: Sumitomo Realty & Development C against the median of its 20 peers (local-currency closes).

Sumitomo Realty & Development C financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
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 flown/a-¥18.4B¥87.7B¥43.6B-¥284B
Capital expendituren/a¥146B¥166B¥188B¥449B
Total debt¥3.99T¥3.98T¥3.89T¥3.96T¥3.94T

Quarterly statements and history in the cockpit →

Sumitomo Realty & Development C competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%0%+5%+10%+15%068800121972DLFH78JLL24231113VNA880100831997LODHA110912098802LI0019796000488830.T6-month return →1-month return →
Up and to the right = strong over both horizons. Sumitomo Realty & Development C is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%20×40×068800121972DLFH78JLL24231113VNASPSN880100831997LODHA11091209LI0019796000488830.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sumitomo Realty & Development C is the large dot.

Sumitomo Realty & Development C competitors and peer comparison

Head to head with its named competitors (8830.T vs 8802.T vs 8801.T vs 3289.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq 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

How Sumitomo Realty & Development C compares with its peers

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.

Sumitomo Realty & Development C against its 20 peers (data as of 6 Nov 2026)
Measure8830.TPeer medianRank 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 margin28.7%20.4%8th highest of 21
Forward P/E12.8×17.8×5th cheapest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Sumitomo Realty & Development C 8830.TJapan$18.8B-34%+5%29%12.8×n/an/a
China Overseas 0688.HKHong Kong$18.4B-13%+4%11%10.2×n/an/a
Henderson Land 0012.HKHong Kong$18.3B-12%+46%20%17.2×n/an/a
Swire Properties 1972.HKHong Kong$19.4B+4%+6%49%18.3×n/an/a
DLF DLF.NSIndia$19.7B+22%-29%13%38.3×n/an/a
Hongkong Land H78.SISingapore$17.7B-1%-25%23%20.9×n/an/a
Jones Lang LaSalle JLLUnited States$16.9B+12%+11%5%13.4×n/an/a
KE Holdings, Inc. Class A 2423.HKHong Kong$21.4B+3%-11%6%16.8×n/an/a
CK Asset 1113.HKHong Kong$21.9B-3%+48%15%12.8×n/an/a
Vonovia VNA.DEGermany$16.1B-24%-17%40%9.4×n/an/a
Swiss Prime Site SPSN.SWSwitzerland$13.0B+1%-12%76%31.7×n/an/a
Mitsui Fudosan 8801.TJapan$27.4B-5%-10%14%14.9×n/an/a
Sino Land 0083.HKHong Kong$12.8B-20%+15%34%20.4×n/an/a
Wharf Reic 1997.HKHong Kong$12.6B+24%-1%73%14.8×n/an/a
Lodha Developers LODHA.NSIndia$12.5B+22%+21%31%27.0×n/an/a
China Res Land 1109.HKHong Kong$29.1B-7%-12%16%8.9×n/an/a
China Res Mixc 1209.HKHong Kong$12.1B-14%+10%28%18.4×n/an/a
Mitsubishi Estate 8802.TJapan$29.5B-12%+17%21%19.2×n/an/a
Klepierre LI.PAFrance$11.6B+8%+3%63%13.1×n/an/a
China Merchants Shekou Industrial Zone 001979.SZChina$10.4B-10%-22%1%69.7×n/an/a
Poly Developments & 600048.SSChina$10.1B-9%-4%4%48.6×n/an/a

Questions

Who are Sumitomo Realty & Development C's main competitors?
Named competitors: Mitsubishi Estate (8802.T), Mitsui Fudosan (8801.T), Tokyu Land (3289.T). The cockpit's measured peer set (industry) also includes China Overseas (0688.HK), Henderson Land (0012.HK), Swire Properties (1972.HK), DLF (DLF.NS), Hongkong Land (H78.SI), Jones Lang LaSalle (JLL).
Is Sumitomo Realty & Development C expensive compared with its peers?
On forward p/e it trades at 12.8× against a peer median of 17.8×, 5th cheapest of 21 in its peer set.
How has Sumitomo Realty & Development C stock performed?
Over six months to 6 Nov 2026 the shares returned -33.7% against -4.3% for the median peer; over one year -4.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.