Musashi Seimitsu Industry Co., Ltd. (JP:7220)
:7220
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Musashi Seimitsu Industry Co., Ltd.
(7220)
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Rating:54Neutral
Price Target:
¥5,498.00
▲(75.65% Upside)
Action:Reiterated
Date:06/11/26
The score is primarily held back by weak valuation (very high P/E and low yield) and only average financial quality due to volatile net earnings and choppy free cash flow, despite improving operating margins and a healthier leverage profile. Technicals are mixed, with weaker short-term price positioning but supportive longer-term moving averages and neutral momentum.
Positive Factors
Improving Operating Margins
Gross and operating margins have trended higher versus FY2023, indicating stronger underlying unit economics from pricing or cost control. Sustained operating margin improvement supports durable earnings power, better ability to fund capex and R&D, and resilience across production cycles.
Negative Factors
Flattening Revenue Growth
Revenue momentum has stalled after earlier expansion, reflecting limited near-term top-line drivers. For an OEM supplier, flat volumes hamper scale benefits, constrain margin leverage and increase reliance on winning new platform awards or expanding content per vehicle to deliver durable growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Operating Margins
Gross and operating margins have trended higher versus FY2023, indicating stronger underlying unit economics from pricing or cost control. Sustained operating margin improvement supports durable earnings power, better ability to fund capex and R&D, and resilience across production cycles.
Read all positive factors
Musashi Seimitsu Industry Co., Ltd. (7220) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥320.25B
Dividend Yield1.93%
Average Volume (3M)576.92K
Price to Earnings (P/E)253.3
Beta (1Y)1.66
Revenue Growth<0.01%
EPS Growth-83.75%
CountryJP
Employees12,830
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)99.35
Shares Outstanding65,581,860
10 Day Avg. Volume476,920
30 Day Avg. Volume576,920
Financial Highlights & Ratios
PEG Ratio-1.62
Price to Book (P/B)1.41
Price to Sales (P/S)0.49
P/FCF Ratio26.47
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)214.1
Revenue Forecast (FY)¥370.62B
Musashi Seimitsu Industry Co., Ltd. Business Overview & Revenue Model
Company Description
Musashi Seimitsu Industry Co., Ltd. operates as a global manufacturer and supplier of diverse components for the transportation sector. The company's product line includes various automotive parts, notably powertrain systems, along with crucial li...
How the Company Makes Money
The company primarily makes money by manufacturing and selling automotive components to OEM customers (automobile and motorcycle manufacturers) and, in some cases, to other automotive suppliers. Revenue is generated mainly from (1) mass-production...
Musashi Seimitsu Industry Co., Ltd. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
62
Positive
Cash Flow
55
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 341.33B | 347.20B | 347.20B | 349.92B | 301.50B | 241.90B |
| Gross Profit | 52.14B | 55.45B | 52.66B | 50.71B | 35.45B | 32.03B |
| EBITDA | 36.19B | 29.82B | 36.64B | 36.35B | 27.28B | 26.32B |
| Net Income | 6.51B | 1.26B | 7.78B | 7.92B | 2.44B | 5.43B |
Balance Sheet | ||||||
| Total Assets | 287.34B | 301.61B | 285.13B | 290.34B | 269.28B | 259.96B |
| Cash, Cash Equivalents and Short-Term Investments | 38.04B | 32.65B | 34.16B | 26.79B | 26.84B | 28.95B |
| Total Debt | 101.37B | 98.74B | 97.91B | 100.20B | 99.90B | 97.29B |
| Total Liabilities | 165.07B | 170.36B | 161.15B | 164.94B | 154.84B | 147.69B |
| Stockholders Equity | 112.85B | 122.03B | 114.76B | 115.78B | 102.73B | 100.59B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 6.49B | 16.86B | 19.00B | 5.12B | -11.01B |
| Operating Cash Flow | 0.00 | 33.01B | 31.92B | 31.64B | 19.41B | 5.80B |
| Investing Cash Flow | 0.00 | -27.86B | -16.10B | -15.99B | -17.93B | -20.13B |
| Financing Cash Flow | 0.00 | -7.97B | -7.74B | -17.75B | -4.51B | 14.76B |
Musashi Seimitsu Industry Co., Ltd. Technical Analysis
Neutral
3130.00
Price Trends
5101.04
Negative
3906.42
Positive
3506.27
Positive
Market Momentum
239.40
Positive
40.76
Neutral
3.17
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7220, the sentiment is Neutral. The current price of 3130 is below the 20-day moving average (MA) of 6843.25, below the 50-day MA of 5101.04, and below the 200-day MA of 3506.27, indicating a neutral trend. The MACD of 239.40 indicates Positive momentum. The RSI at 40.76 is Neutral, neither overbought nor oversold. The STOCH value of 3.17 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:7220.
Musashi Seimitsu Industry Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥216.93B | 15.87 | 7.50% | 5.39% | -1.82% | 23.07% | |
74 Outperform | ¥535.65B | 8.99 | 8.58% | 2.62% | 8.21% | 72.79% | |
68 Neutral | ¥538.45B | 23.57 | ― | 3.52% | 14.43% | 114.60% | |
66 Neutral | ¥633.96B | 52.94 | 3.35% | 3.18% | 2.15% | -6.81% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | ¥1.64T | 9.67 | 8.34% | 2.03% | 4.53% | 65.64% | |
54 Neutral | ¥320.25B | 253.27 | ― | 1.93% | <0.01% | -83.75% |
* Consumer Cyclical Sector Average
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Musashi Seimitsu Industry Co., Ltd. Corporate Events
Musashi Seimitsu Profit Slumps Despite Stable Sales, Dividend Cut as Earnings Pressure Mounts
May 12, 2026
Musashi Seimitsu reported flat consolidated net sales of ¥347.2 billion for the year ended March 31, 2026, with operating profit edging up 4.1% to ¥20.5 billion and ordinary profit rising 12.5%. Profit attributable to owners of the paren...
Musashi Seimitsu Elevates IT Focus With New Chief IT Officer
Mar 30, 2026
Musashi Seimitsu Industry Co., Ltd. has announced a senior management reshuffle effective April 1, 2026, appointing Naresh Vohra, currently Regional CFO for the Americas and an executive officer, as Chief IT Officer. The move signals a heightened ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.