Tachi-S Co Ltd (JP:7239)
:7239
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Tachi-S Co
(7239)
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Rating:78Outperform
Price Target:
¥2,476.00
▲(18.36% Upside)
Action:Reiterated
Date:05/17/26
The score is driven primarily by solid financial recovery and a conservative balance sheet, supported by an attractive valuation (low P/E and high dividend yield). Technicals are positive with price above major moving averages, but momentum is somewhat extended, tempering the overall score.
Positive Factors
Conservative balance sheet and sharply reduced leverage
Markedly lower leverage and stronger equity provide durable financial flexibility for an auto supplier. Reduced refinancing and interest burden improve resilience to cyclical OEM demand, support investment in tooling/R&D for program wins, and lower bankruptcy risk during downturns.
Negative Factors
Declining revenue / shrinking top line
Persistent revenue declines undermine operating leverage for a parts supplier reliant on OEM volumes. If tied to lost program share or weaker vehicle production, shrinking sales constrain margin expansion, limit R&D/capex flexibility, and raise execution risk versus peers.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet and sharply reduced leverage
Markedly lower leverage and stronger equity provide durable financial flexibility for an auto supplier. Reduced refinancing and interest burden improve resilience to cyclical OEM demand, support investment in tooling/R&D for program wins, and lower bankruptcy risk during downturns.
Read all positive factors
Tachi-S Co (7239) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥74.74B
Dividend Yield5%
Average Volume (3M)97.77K
Price to Earnings (P/E)4.1
Beta (1Y)0.84
Revenue Growth-5.74%
EPS Growth-17.86%
CountryJP
Employees10,474
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)289.82
Shares Outstanding35,242,847
10 Day Avg. Volume110,040
30 Day Avg. Volume97,770
Financial Highlights & Ratios
PEG Ratio-0.42
Price to Book (P/B)0.66
Price to Sales (P/S)0.26
P/FCF Ratio7.90
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)273.9
Revenue Forecast (FY)¥263.70B
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 mainly makes money by selling automotive seating systems and related components to automobile manufacturers (OEMs) and, where applicable, their supply chains. Revenue is generated through (1) mass-production supply of complete seats/module...
Tachi-S Co Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
86
Very Positive
Cash Flow
70
Positive
| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 276.22B | 269.01B | 285.39B | 292.95B | 243.44B | 206.44B |
| Gross Profit | 28.77B | 31.06B | 29.76B | 28.41B | 20.17B | 12.87B |
| EBITDA | 15.32B | 16.73B | 21.59B | 14.23B | 14.19B | 5.16B |
| Net Income | 9.94B | 9.30B | 11.31B | 5.42B | 5.82B | -2.06B |
Balance Sheet | ||||||
| Total Assets | 160.73B | 170.37B | 173.05B | 183.31B | 170.67B | 159.00B |
| Cash, Cash Equivalents and Short-Term Investments | 41.56B | 45.69B | 43.68B | 39.19B | 34.11B | 32.41B |
| Total Debt | 10.97B | 6.42B | 14.52B | 14.84B | 22.82B | 25.03B |
| Total Liabilities | 68.41B | 64.47B | 74.86B | 87.01B | 84.19B | 79.81B |
| Stockholders Equity | 91.27B | 104.89B | 96.28B | 89.78B | 80.37B | 72.86B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 8.81B | 5.30B | 14.80B | 239.00M | -4.35B |
| Operating Cash Flow | 0.00 | 13.58B | 9.76B | 18.45B | 3.74B | -354.00M |
| Investing Cash Flow | 0.00 | -3.59B | 3.96B | -2.08B | 6.67B | 2.01B |
| Financing Cash Flow | 0.00 | -12.37B | -9.29B | -13.37B | -10.01B | -812.00M |
Tachi-S Co Technical Analysis
Positive
2092.00
Price Trends
2093.15
Positive
2107.03
Positive
2000.63
Positive
Market Momentum
19.07
Negative
59.92
Neutral
49.80
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 below the 20-day moving average (MA) of 2109.20, below the 50-day MA of 2093.15, and above the 200-day MA of 2000.63, indicating a bullish trend. The MACD of 19.07 indicates Negative momentum. The RSI at 59.92 is Neutral, neither overbought nor oversold. The STOCH value of 49.80 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 | ¥240.16B | 8.29 | ― | 3.36% | 4.89% | 43.96% | |
78 Outperform | ¥74.74B | 4.15 | 11.87% | 5.00% | -5.74% | -17.86% | |
71 Outperform | ¥90.64B | 4.18 | ― | 3.88% | -4.13% | 158.47% | |
70 Outperform | ¥385.71B | 12.15 | ― | 1.60% | -0.11% | -21.86% | |
68 Neutral | ¥212.29B | 21.03 | ― | 4.77% | -3.95% | -13.75% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | ¥401.32B | -20.09 | 3.70% | 3.42% | 4.24% | 39.02% |
* Consumer Cyclical Sector Average
JP:7239
Tachi-S Co
2,180.00
538.20
32.78%
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15.52%
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1,012.00
305.40
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4,110.00
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23.55%
Tachi-S Co Corporate Events
Tachi-S Profit Jumps on Doubtful-Account Reversal Despite Lower Sales
May 15, 2026
Tachi-S Co., Ltd. reported a year-on-year decline in non-consolidated net sales for the fiscal year ended March 31, 2026, with revenue falling 7.0% to 99.8 billion yen from 107.3 billion yen. Despite softer top-line performance, earnings metrics i...
Tachi-S Raises Year-End Dividend and Commits to Higher Payout Policy
May 15, 2026
Tachi-S Co., Ltd. has approved a year-end dividend of ¥53.10 per share for the fiscal year ended March 31, 2026, slightly above its most recent forecast and last year’s payout, bringing total annual dividends to ¥105 per share. The...
TACHI-S Books ¥3.66 Billion in Subsidiary Dividends With No Impact on Consolidated Results
May 15, 2026
TACHI-S Co., Ltd., a Japanese automotive seat maker listed on the TSE Prime, operates a broad network of overseas subsidiaries in key production hubs such as the U.S., China and Thailand to serve major global car manufacturers. This structure unde...
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...
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.