Seed Co., Ltd. (JP:7743)
:7743
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Seed Co., Ltd.
(7743)
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Rating:51Neutral
Price Target:
¥509.00
▼(-11.48% Downside)
Action:Reiterated
Date:05/15/26
The score is held back primarily by pressured financial quality (negative free cash flow in 2025–2026 alongside elevated leverage) and bearish technical signals (price below key moving averages with negative MACD). A reasonable P/E and ~3% dividend yield provide partial support but do not fully offset the cash flow and momentum concerns.
Positive Factors
Recurring, repeat-purchase revenue
Seed's core product set—disposable and replacement contact lenses—creates predictable, recurring purchase cycles and built-in customer replenishment. That structural demand supports steady top-line visibility, inventory turns, and long-term customer value that underpin revenue resilience over months.
Negative Factors
Negative free cash flow in 2025–2026
Two consecutive years of negative free cash flow indicate the business is consuming cash despite positive operating cash flow, likely from heavy investment or working-capital strain. This reduces financial flexibility to fund growth, pay down debt, or sustain payouts over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring, repeat-purchase revenue
Seed's core product set—disposable and replacement contact lenses—creates predictable, recurring purchase cycles and built-in customer replenishment. That structural demand supports steady top-line visibility, inventory turns, and long-term customer value that underpin revenue resilience over months.
Read all positive factors
Seed Co., Ltd. (7743) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥15.28B
Dividend Yield2.65%
Average Volume (3M)68.49K
Price to Earnings (P/E)16.2
Beta (1Y)0.59
Revenue Growth2.14%
EPS Growth3.96%
CountryJP
Employees962
SectorHealthcare
Sector Strength45
IndustryMedical - Instruments & Supplies
Share Statistics
EPS (TTM)37.50
Shares Outstanding30,265,923
10 Day Avg. Volume58,390
30 Day Avg. Volume68,493
Financial Highlights & Ratios
PEG Ratio4.17
Price to Book (P/B)0.95
Price to Sales (P/S)0.54
P/FCF Ratio-41.87
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)34
Revenue Forecast (FY)¥36.00B
Seed Co., Ltd. Business Overview & Revenue Model
Company Description
SEED Co.,Ltd. manufactures and supplies contact lenses, care products, spectacle frames, and other eye care products in Japan and internationally. The company offers SEED 1dayPure moisture daily disposable, SEED 1dayPure moisture multistage, SEED ...
How the Company Makes Money
Seed Co., Ltd. generates revenue primarily through the sale of contact lenses (including daily disposable, frequent replacement, and other lens types) and related eye-care products (such as lens care solutions and accessories). Its revenue model i...
Seed Co., Ltd. Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
55
Neutral
Cash Flow
42
Neutral
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 33.94B | 33.23B | 32.40B | 30.59B | 28.84B |
| Gross Profit | 15.22B | 14.63B | 14.18B | 11.62B | 12.01B |
| EBITDA | 4.76B | 5.05B | 5.12B | 2.83B | 4.45B |
| Net Income | 1.14B | 1.09B | 1.96B | -316.09M | 1.15B |
Balance Sheet | |||||
| Total Assets | 62.50B | 51.76B | 49.57B | 40.01B | 41.79B |
| Cash, Cash Equivalents and Short-Term Investments | 4.21B | 7.12B | 9.89B | 4.94B | 3.88B |
| Total Debt | 28.47B | 26.26B | 24.18B | 20.89B | 22.04B |
| Total Liabilities | 42.90B | 33.38B | 31.92B | 27.87B | 29.25B |
| Stockholders Equity | 19.27B | 18.06B | 17.36B | 11.86B | 12.26B |
Cash Flow | |||||
| Free Cash Flow | -438.07M | -1.70B | 2.19B | 2.79B | 2.15B |
| Operating Cash Flow | 2.69B | 2.98B | 6.02B | 3.35B | 3.27B |
| Investing Cash Flow | -3.84B | -4.57B | -3.76B | -440.73M | -881.61M |
| Financing Cash Flow | -1.91B | -1.13B | 2.64B | -1.82B | -2.42B |
Seed Co., Ltd. Technical Analysis
Positive
575.00
Price Trends
566.03
Positive
564.97
Positive
538.02
Positive
Market Momentum
4.07
Positive
47.09
Neutral
10.42
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7743, the sentiment is Positive. The current price of 575 is below the 20-day moving average (MA) of 602.15, above the 50-day MA of 566.03, and above the 200-day MA of 538.02, indicating a neutral trend. The MACD of 4.07 indicates Positive momentum. The RSI at 47.09 is Neutral, neither overbought nor oversold. The STOCH value of 10.42 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7743.
Seed Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥165.95B | 16.09 | 27.95% | 1.97% | 14.57% | 15.03% | |
78 Outperform | ¥53.50B | 10.70 | ― | 3.22% | 11.84% | -5.68% | |
71 Outperform | ¥164.03B | 20.62 | ― | 2.73% | 6.29% | -7.19% | |
64 Neutral | ¥186.59B | 16.64 | 9.53% | 2.19% | 5.89% | -9.94% | |
54 Neutral | ¥118.68B | 21.53 | 7.81% | 1.78% | 3.39% | 7.21% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
51 Neutral | ¥15.28B | 16.16 | ― | 2.65% | 2.14% | 3.96% |
* Healthcare Sector Average
JP:7743
Seed Co., Ltd.
505.00
64.82
14.73%
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Seed Co., Ltd. Corporate Events
Seed Co. Cuts 2027 Financial Targets Amid Geopolitical and Cost Pressures
May 11, 2026
Seed Co., Ltd. has updated its medium-term management plan for April 2024 to March 2027, reaffirming its commitment to delivering safe, high-quality vision-related products and services. The company maintains its strategic direction but has reasse...
SEED Misses FY2026 Forecasts as Lens Competition and China Slowdown Weigh on Results
May 11, 2026
SEED Co., Ltd. reported that its consolidated net sales and profits for the fiscal year ended March 31, 2026 fell short of forecasts, with revenue declining due to slower sales of single-vision contact lenses amid intensified competition and weake...
Seed Co. lifts earnings outlook as sales edge higher and group structure expands
May 11, 2026
Seed Co., Ltd. reported consolidated net sales of ¥33.9 billion for the year ended March 31, 2026, up 2.1% year on year, while operating profit fell 7.8% to ¥1.44 billion and profit attributable to owners of the parent rose 4.0% to ¥...
Seed Co. to Shift Listing From TSE Prime to Standard Market
Mar 24, 2026
Seed Co., Ltd. will move its stock listing from the Tokyo Stock Exchange Prime Market to the Standard Market, effective March 31, 2026, following approval from the exchange. As a result, the company has withdrawn its previously announced plan to m...
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.