Tachi-S Co Ltd (JP:7239)
:7239
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Tachi-S Co
(7239)
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Rating:76Outperform
Price Target:
¥2,444.00
▲(16.83% Upside)
Action:ReiteratedDate:10/23/25
Tachi-S Co's stock score is driven by strong financial performance and attractive valuation metrics. The company's improved profitability, solid balance sheet, and high dividend yield are significant strengths. Technical analysis supports a positive outlook with the stock trading above key moving averages. However, inconsistent revenue growth and cash flow fluctuations slightly temper the overall score.
Positive Factors
Stable OEM-focused Business Model
Tachi-S’s core model — engineering, manufacturing and long-term seat supply tied to vehicle lifecycles — creates recurring program revenue and deep customer integration. That embeds the company in OEM platforms, raising switching costs and supporting multi-year visibility for revenue and tooling-related cash flows.
Negative Factors
Volatile Revenue Trend
Material revenue volatility, including recent double-digit decline, undermines predictability of scale economics and makes it harder to sustain margin gains. In an OEM-supplier model, lost production volumes or program delays can quickly reverse improvements, raising execution risk for the next 2–6 months.
Read all positive and negative factors
Positive Factors
Negative Factors
Stable OEM-focused Business Model
Tachi-S’s core model — engineering, manufacturing and long-term seat supply tied to vehicle lifecycles — creates recurring program revenue and deep customer integration. That embeds the company in OEM platforms, raising switching costs and supporting multi-year visibility for revenue and tooling-related cash flows.
Read all positive factors
Tachi-S Co (7239) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥70.31B
Dividend Yield5%
Average Volume (3M)97.77K
Price to Earnings (P/E)7.0
Beta (1Y)0.84
Revenue Growth-11.12%
EPS Growth46.62%
CountryJP
Employees10,474
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)74.44
Shares Outstanding35,242,847
10 Day Avg. Volume110,040
30 Day Avg. Volume97,770
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)0.61
Price to Sales (P/S)0.21
P/FCF Ratio11.10
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)268.4
Revenue Forecast (FY)¥264.10B
Tachi-S Co Business Overview & Revenue Model
Company Description
TACHI-S Co., Ltd. engages in the manufacture and sale of automotive seats in Japan and internationally. It offers driver, rear, passenger, second, third, and commercial vehicle seat systems for car categories, such as luxury brand cars, sports car...
How the Company Makes Money
Tachi-S makes money mainly by supplying automotive seating systems and related components to vehicle manufacturers (automotive OEMs). Its revenue is primarily generated from (1) sales of complete seats and seating systems delivered for mass-produc...
Tachi-S Co Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
80
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 276.22B | 285.39B | 292.95B | 243.44B | 206.44B | 198.50B |
| Gross Profit | 28.77B | 29.76B | 28.41B | 20.17B | 12.87B | 9.56B |
| EBITDA | 15.32B | 21.59B | 14.23B | 14.19B | 5.16B | -6.12B |
| Net Income | 9.94B | 11.31B | 5.42B | 5.82B | -2.06B | -13.70B |
Balance Sheet | ||||||
| Total Assets | 160.73B | 173.05B | 183.31B | 170.67B | 159.00B | 151.66B |
| Cash, Cash Equivalents and Short-Term Investments | 41.56B | 43.68B | 39.19B | 34.11B | 32.41B | 29.76B |
| Total Debt | 10.97B | 14.52B | 14.84B | 22.82B | 25.03B | 21.42B |
| Total Liabilities | 68.41B | 74.86B | 87.01B | 84.19B | 79.81B | 72.99B |
| Stockholders Equity | 91.27B | 96.28B | 89.78B | 80.37B | 72.86B | 72.54B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 5.30B | 14.80B | 239.00M | -4.35B | -6.87B |
| Operating Cash Flow | 0.00 | 9.76B | 18.45B | 3.74B | -354.00M | -1.95B |
| Investing Cash Flow | 0.00 | 3.96B | -2.08B | 6.67B | 2.01B | -6.33B |
| Financing Cash Flow | 0.00 | -9.29B | -13.37B | -10.01B | -812.00M | 5.13B |
Tachi-S Co Technical Analysis
Positive
2092.00
Price Trends
2133.31
Negative
2076.64
Positive
1952.39
Positive
Market Momentum
8.01
Negative
51.84
Neutral
53.15
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7239, the sentiment is Positive. The current price of 2092 is above the 20-day moving average (MA) of 2083.02, below the 50-day MA of 2133.31, and above the 200-day MA of 1952.39, indicating a neutral trend. The MACD of 8.01 indicates Negative momentum. The RSI at 51.84 is Neutral, neither overbought nor oversold. The STOCH value of 53.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7239.
Tachi-S Co Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥245.08B | 8.29 | ― | 3.36% | 4.89% | 52.78% | |
79 Outperform | ¥422.78B | 11.25 | ― | 1.60% | -2.91% | 103.94% | |
76 Outperform | ¥70.31B | 7.00 | 11.87% | 5.00% | -11.12% | 46.62% | |
71 Outperform | ¥87.14B | 5.34 | ― | 3.88% | -4.13% | 158.47% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | ¥394.26B | 18.50 | 3.70% | 3.42% | 4.24% | 39.02% | |
58 Neutral | ¥202.53B | 16.01 | ― | 4.77% | -4.64% | -39.59% |
* Consumer Cyclical Sector Average
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Tachi-S Co Corporate Events
Tachi-S to Acquire TOYO Seat Operations in ¥21.8 Billion Expansion of Global Seating Business
Apr 10, 2026
Tachi-S Co., Ltd. will acquire all shares of newly established TACHI-S TOYO Group Holdings Co., Ltd. from TOYO HI Inc., making it a wholly owned and specified subsidiary due to the size of its net assets. The new holding company will consolidate T...
TACHI-S Posts Lower Sales but Higher Profit Margins, Keeps FY2025 Forecast and Dividend Intact
Feb 12, 2026
Automotive seat maker TACHI-S Co., Ltd. reported consolidated net sales of ¥194.8 billion for the first nine months of FY2025, down 10.7% year on year, while operating income rose 10.9% to ¥5.6 billion and ordinary income jumped 28.4% to...
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.