Tokyo Seimitsu Co., Ltd (JP:7729)
:7729
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Tokyo Seimitsu Co., Ltd
(7729)
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Rating:77Outperform
Price Target:
¥16,724.00
▲(13.50% Upside)
Action:ReiteratedDate:02/10/26
The score is driven primarily by strong financial performance (growth, profitability, improving free cash flow, and a solid balance sheet) and supportive technical momentum with a clear uptrend. The main offsets are overbought technical conditions (high RSI) and a relatively high P/E with only a moderate dividend yield.
Positive Factors
Consistent revenue and high margins
Tokyo Seimitsu’s double-digit revenue growth and sustained high gross and net margins reflect durable demand for high-value metrology and semiconductor equipment. Strong margins support reinvestment in R&D and service expansion, insulating profitability through product differentiation and attached service revenue.
Negative Factors
Cyclicality tied to semiconductor capex
A material portion of revenue depends on semiconductor industry capex timing; this structural cyclicality can produce multi-quarter swings in orders and revenues. Even with strong fundamentals, demand lulls in semiconductor investment can meaningfully compress revenue and equipment utilization.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent revenue and high margins
Tokyo Seimitsu’s double-digit revenue growth and sustained high gross and net margins reflect durable demand for high-value metrology and semiconductor equipment. Strong margins support reinvestment in R&D and service expansion, insulating profitability through product differentiation and attached service revenue.
Read all positive factors
Tokyo Seimitsu Co., Ltd (7729) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥605.02B
Dividend Yield2.28%
Average Volume (3M)393.49K
Price to Earnings (P/E)24.8
Beta (1Y)1.48
Revenue Growth9.53%
EPS Growth-11.17%
CountryJP
Employees2,658
SectorTechnology
Sector Strength88
IndustrySemiconductors
Share Statistics
EPS (TTM)111.79
Shares Outstanding42,282,883
10 Day Avg. Volume330,170
30 Day Avg. Volume393,493
Financial Highlights & Ratios
PEG Ratio0.39
Price to Book (P/B)1.84
Price to Sales (P/S)2.14
P/FCF Ratio16.73
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥17,000.00Price Target Upside15.37% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)552.56
Revenue Forecast (FY)¥164.07B
Tokyo Seimitsu Co., Ltd Business Overview & Revenue Model
Company Description
Tokyo Seimitsu Co., Ltd. manufactures and sells semiconductor production equipment (SPE) and metrology instruments in Japan. The company operates through SPE and Metrology Equipment segments. It provides dicing machines, precision dicing blades, p...
How the Company Makes Money
Tokyo Seimitsu primarily makes money by designing, manufacturing, and selling high-value capital equipment and related solutions into two main business areas: (1) Metrology/Measuring Instruments: Revenue is generated from sales of precision measur...
Tokyo Seimitsu Co., Ltd Financial Statement Overview
Summary
Income Statement
85
Very Positive
Balance Sheet
78
Positive
Cash Flow
80
Positive
| Breakdown | TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 151.78B | 150.53B | 134.68B | 146.80B | 133.28B | 97.11B |
| Gross Profit | 62.99B | 62.45B | 54.76B | 61.83B | 53.51B | 36.91B |
| EBITDA | 39.62B | 39.63B | 32.09B | 37.21B | 33.40B | 19.76B |
| Net Income | 25.31B | 25.64B | 19.38B | 23.63B | 21.44B | 12.18B |
Balance Sheet | ||||||
| Total Assets | 229.98B | 240.19B | 227.70B | 209.03B | 190.29B | 161.56B |
| Cash, Cash Equivalents and Short-Term Investments | 49.15B | 54.54B | 36.78B | 40.08B | 49.03B | 43.66B |
| Total Debt | 17.80B | 20.08B | 25.17B | 14.19B | 5.50B | 7.58B |
| Total Liabilities | 56.35B | 63.96B | 69.27B | 63.00B | 59.20B | 44.77B |
| Stockholders Equity | 172.62B | 175.17B | 157.64B | 145.36B | 130.51B | 116.26B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 19.25B | -4.95B | -7.05B | 14.49B | 16.20B |
| Operating Cash Flow | 0.00 | 28.82B | 4.89B | 1.00B | 23.84B | 22.06B |
| Investing Cash Flow | 0.00 | 2.54B | -10.56B | -8.42B | -8.99B | -5.19B |
| Financing Cash Flow | 0.00 | -13.99B | 1.62B | -2.17B | -10.35B | -8.28B |
Tokyo Seimitsu Co., Ltd Technical Analysis
Positive
14735.00
Price Trends
15045.10
Negative
12974.25
Positive
11096.95
Positive
Market Momentum
-350.02
Positive
47.73
Neutral
40.05
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7729, the sentiment is Positive. The current price of 14735 is below the 20-day moving average (MA) of 15340.25, below the 50-day MA of 15045.10, and above the 200-day MA of 11096.95, indicating a neutral trend. The MACD of -350.02 indicates Positive momentum. The RSI at 47.73 is Neutral, neither overbought nor oversold. The STOCH value of 40.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7729.
Tokyo Seimitsu Co., Ltd Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥3.01T | 25.03 | 53.12% | 1.11% | 32.51% | 57.19% | |
79 Outperform | ¥18.49T | 33.18 | 26.01% | 1.79% | 16.74% | 16.03% | |
78 Outperform | ¥1.80T | 15.60 | 21.73% | 2.29% | 11.29% | 11.38% | |
77 Outperform | ¥605.02B | 24.84 | 12.66% | 2.28% | 9.53% | -11.17% | |
77 Outperform | ¥16.34T | 45.29 | 47.37% | 0.25% | 63.36% | 149.43% | |
75 Outperform | ¥7.37T | 35.55 | 25.78% | 0.79% | 13.45% | 20.37% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
* Technology Sector Average
JP:7729
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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.