Lead Real Estate Co., Ltd American Depositary Shares (LRE) Fair Value & Analysis
Real Estate · US · Market cap $17.9M · ISIN US52168R1095
What is Lead Real Estate Co., Ltd American Depositary Shares really worth?
Lead Real Estate Co., Ltd American Depositary Shares
LRE · US
Below-average quality, trading 63% below our fair value of $3.48.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 14 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from $3.58 to $3.48 (−2.8%) since Jul 27, 2026. Share price +1.6% over the past month.
What runs behind every stock
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What matters now
- The large discount to fair value meets weak quality (43/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case ($1.86). The market is more pessimistic than our downside scenario.
- The model range is unusually wide ($1.86 to $5.59). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (3 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
35‑month range $1.03 – $8.08 · fair‑value band $1.86 – $5.59 · the $1.30 price screens below the $3.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Lead Real Estate Co., Ltd American Depositary Shares (LRE) currently trades at $1.30, while our model-based Fair Value estimate is $3.48, implying the stock looks roughly 62.6% undervalued today. The Quality Score stands at 43/100 (below-average quality), in the Real Estate sector. How firm this estimate is: it rests on 25 models at a data quality of 95/100, which puts the evidence level at medium.
Over the trailing twelve months, Lead Real Estate Co., Ltd American Depositary Shares generated revenue of $18.8B at a net margin of 4.5%. Revenue grew 12.2% year over year. It earns a return on equity of 18.3%. Net debt stands at $10.3B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $1.86 (bear case) to $5.59 (bull case); at $1.30, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 56% below its 52-week high and 30% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at −19% fair-value upside, at 168%, LRE screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 12 months have passed since. In that time the company retained roughly $0.3900 per share, which is 11.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 14 models by family
Widest divergence: Multiples ($1,212) versus Asset-Based ($247.15). Highest evidence: FCF DCF (79).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 45 · Market factors (momentum, volatility) 25
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Lead Real Estate Co., Ltd together with its subsidiaries, develops and sells luxury residential properties in Japan. The company develops single-family homes and condominiums. It also operates hotels in Tokyo and leases apartment building units to individuals in Japan and Dallas, Texas.
Full company description
Lead Real Estate Co., Ltd together with its subsidiaries, develops and sells luxury residential properties in Japan. The company develops single-family homes and condominiums. It also operates hotels in Tokyo and leases apartment building units to individuals in Japan and Dallas, Texas. In addition, the company engages in master lease business which includes fixed term building lease agreements between owners of extended-stay type hotels and the Company. Lead Real Estate Co., Ltd was founded in 2001 and is headquartered in Tokyo, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lead Real Estate Co., Ltd American Depositary Shares reported revenue of $18.2B in FY2025 versus $11.3B in FY2021, a compound +12.7%/yr. Reported net income was $816M in FY2025, compounding +30.7%/yr from FY2021.
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Peer Group
Real Estate - Development · 567 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Real Estate - Development median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Real Estate - Development stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Sun Hung Kai Properties Limited 80016 | HK$109.70 | HK$88.93 | −19% |
| China Resources Land Limited 1109 | HK$35.24 | HK$72.16 | +105% |
| Vinhomes Joint Stock Company VHM | 71,700 VND | 109,431 VND | +53% |
| CK Asset Holdings 1113 | HK$47.34 | HK$68.85 | +45% |
| Hongkong Land Holdings H78 | $8.20 | $1.52 | −81% |
| DLF Limited DLF | ₹667.10 | ₹170.24 | −74% |
| China Overseas Land & Investment Limited 0688 | HK$13.76 | HK$22.92 | +67% |
| Macrotech Developers Limited LODHA | ₹1,244 | ₹583.42 | −53% |
| Sino Land Company 0083 | HK$10.33 | HK$6.99 | −32% |
| PT Pantai Indah Kapuk Dua Tbk, PANI | 5,925 IDR | 1,325 IDR | −78% |
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Frequently asked questions
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