Tokyo Seimitsu Co., Ltd (JP:7729)
:7729
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Tokyo Seimitsu Co., Ltd
(7729)
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Rating:73Outperform
Price Target:
¥21,469.00
▲(30.75% Upside)
Action:Reiterated
Date:05/15/26
The score is driven primarily by strong underlying financial quality (high profitability and a low-debt balance sheet), partially offset by historically inconsistent free-cash-flow generation. Technicals are supportive with a strong uptrend, but momentum looks stretched. Valuation is reasonable but not clearly cheap, and the dividend yield is modest.
Positive Factors
High Profitability / Margins
Sustained gross margins above ~40% and healthy operating profitability provide durable earnings power. That margin base supports reinvestment in product development and aftermarket capabilities, gives pricing flexibility versus competitors, and cushions earnings through cyclical revenue swings.
Negative Factors
Volatile Cash Generation
Free cash flow has been inconsistent, swinging from strong positive to negative before recovering. Persistent variability in cash conversion raises risk that working capital swings or elevated investment cycles could constrain liquidity, hamper consistent reinvestment, or limit distributions in weaker periods.
Read all positive and negative factors
Positive Factors
Negative Factors
High Profitability / Margins
Sustained gross margins above ~40% and healthy operating profitability provide durable earnings power. That margin base supports reinvestment in product development and aftermarket capabilities, gives pricing flexibility versus competitors, and cushions earnings through cyclical revenue swings.
Read all positive factors
Tokyo Seimitsu Co., Ltd (7729) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥827.16B
Dividend Yield2.28%
Average Volume (3M)393.49K
Price to Earnings (P/E)33.5
Beta (1Y)1.50
Revenue Growth10.83%
EPS Growth-3.75%
CountryJP
Employees2,658
SectorTechnology
Sector Strength88
IndustrySemiconductors
Share Statistics
EPS (TTM)625.59
Shares Outstanding42,282,883
10 Day Avg. Volume330,170
30 Day Avg. Volume393,493
Financial Highlights & Ratios
PEG Ratio-5.79
Price to Book (P/B)2.81
Price to Sales (P/S)3.21
P/FCF Ratio38.21
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥22,000.00Price Target Upside33.98% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)713.82
Revenue Forecast (FY)¥184.87B
Tokyo Seimitsu Co., Ltd Business Overview & Revenue Model
Company Description
Tokyo Seimitsu Co., Ltd., established in Hachioji, Japan, in 1949, specializes in the production and sale of advanced semiconductor manufacturing equipment (SPE) and precision measurement tools. The company's operations are divided into two main s...
How the Company Makes Money
Tokyo Seimitsu primarily makes money by selling capital equipment and associated services across two main segments: (1) Semiconductor manufacturing equipment: The company generates revenue from the sale of wafer probing/test-related systems used i...
Tokyo Seimitsu Co., Ltd Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
88
Very Positive
Cash Flow
57
Neutral
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 151.78B | 166.84B | 150.53B | 134.68B | 146.80B | 133.28B |
| Gross Profit | 62.99B | 68.86B | 62.45B | 54.76B | 61.83B | 53.51B |
| EBITDA | 39.62B | 39.03B | 39.63B | 32.09B | 37.21B | 33.40B |
| Net Income | 25.31B | 24.74B | 25.64B | 19.38B | 23.63B | 21.44B |
Balance Sheet | ||||||
| Total Assets | 229.98B | 249.92B | 240.19B | 227.70B | 209.03B | 190.29B |
| Cash, Cash Equivalents and Short-Term Investments | 49.15B | 53.07B | 54.54B | 36.78B | 40.08B | 49.03B |
| Total Debt | 17.80B | 14.71B | 20.08B | 25.17B | 14.19B | 5.50B |
| Total Liabilities | 56.35B | 57.71B | 63.96B | 69.27B | 63.00B | 59.20B |
| Stockholders Equity | 172.62B | 190.99B | 175.17B | 157.64B | 145.36B | 130.51B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 14.02B | 19.25B | -4.95B | -7.05B | 14.49B |
| Operating Cash Flow | 0.00 | 25.01B | 28.82B | 4.89B | 1.00B | 23.84B |
| Investing Cash Flow | 0.00 | -11.49B | 2.54B | -10.56B | -8.42B | -8.99B |
| Financing Cash Flow | 0.00 | -15.67B | -13.99B | 1.62B | -2.17B | -10.35B |
Tokyo Seimitsu Co., Ltd Technical Analysis
Positive
16420.00
Price Trends
17205.90
Positive
16065.97
Positive
13135.94
Positive
Market Momentum
638.01
Negative
64.04
Neutral
86.68
Negative
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 16420 is below the 20-day moving average (MA) of 17931.00, below the 50-day MA of 17205.90, and above the 200-day MA of 13135.94, indicating a bullish trend. The MACD of 638.01 indicates Negative momentum. The RSI at 64.04 is Neutral, neither overbought nor oversold. The STOCH value of 86.68 is Negative, 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 |
|---|---|---|---|---|---|---|---|
80 Outperform | ¥3.06T | 34.46 | 21.73% | 2.29% | -3.12% | -4.90% | |
80 Outperform | ¥9.22T | 70.36 | 25.78% | 0.79% | 11.08% | 9.32% | |
80 Outperform | ¥34.58T | 60.51 | 26.01% | 1.79% | 0.49% | 6.10% | |
79 Outperform | ¥5.09T | 57.69 | 53.12% | 1.11% | 12.01% | 26.66% | |
78 Outperform | ¥21.14T | 60.82 | 47.37% | 0.25% | 44.75% | 135.64% | |
73 Outperform | ¥827.16B | 33.53 | 12.66% | 2.28% | 10.83% | -3.75% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
* Technology Sector Average
JP:7729
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Tokyo Seimitsu Co., Ltd Corporate Events
Tokyo Seimitsu Tightens Internal Controls and Governance Framework
May 18, 2026
Tokyo Seimitsu has partially revised its Internal Control System Policy to strengthen corporate governance, compliance and ethical conduct across the ACCRETECH Group. The company emphasizes win-win relationships with stakeholders and has updated s...
Tokyo Seimitsu Corrects FY2026/3 Earnings Conference Materials
May 18, 2026
Tokyo Seimitsu Co., Ltd. has announced it is correcting materials from its FY2026/3 earnings conference originally released on May 13, 2026. The company said certain errors were found in the disclosed documents, including balance sheet information...
Tokyo Seimitsu Revises FY2026 Financial Figures, Affirms Dividend Payout
May 18, 2026
Tokyo Seimitsu has corrected certain figures in its consolidated financial statements for the fiscal year ended March 31, 2026, originally released on May 13. The revisions include updated comprehensive income, total assets, net assets, equity rat...
Tokyo Seimitsu Weighs Investment Unit Cut to Broaden Investor Base
May 18, 2026
Tokyo Seimitsu has outlined its stance on potentially reducing the minimum investment unit for its shares, describing such a move as a tool to attract a broader base of investors and enhance stock liquidity. The company frames this consideration w...
Tokyo Seimitsu Lifts Year-End Dividend, Affirms 40% Payout Policy
May 13, 2026
Tokyo Seimitsu has set its year‑end dividend for the fiscal year ended March 31, 2026 at ¥151 per share, up from the previous forecast of ¥111 and from ¥139 a year earlier, bringing the full‑year dividend to ¥262 pe...
Tokyo Seimitsu Lifts Dividend as Profits and Sales Climb, Forecasts Further Growth in FY2027
May 13, 2026
Tokyo Seimitsu reported consolidated net sales of ¥166.8 billion for the year ended March 31, 2026, up 10.8% year-on-year, with operating profit rising 13.6% to ¥33.7 billion and recurring profit up 16.3% to ¥34.8 billion, while net...
Tokyo Seimitsu Lifts Year-End Dividend, Affirms 40% Payout Policy
May 13, 2026
Tokyo Seimitsu Co., Ltd. has set a year-end dividend of ¥151 per share for the fiscal year ended March 31, 2026, up from ¥139 a year earlier, bringing the full-year dividend to ¥262 per share. The resolution, which increases the ini...
Tokyo Seimitsu Lifts Dividend on Strong Sales, Projects Further Profit Growth for FY2027
May 13, 2026
Tokyo Seimitsu reported consolidated net sales of ¥166.8 billion for the year ended March 2026, up 10.8% year on year, with operating profit rising 13.6% to ¥33.7 billion and recurring profit up 16.3%, while net profit attributable to ow...
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.