TANSEISHA Co., Ltd. (JP:9743)
:9743
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TANSEISHA Co., Ltd.
(9743)
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Rating:73Outperform
Price Target:
¥1,716.00
▲(8.81% Upside)
Action:ReiteratedDate:03/19/26
Overall score is driven primarily by strong financial performance (accelerating growth, improved margins, and a very conservative balance sheet) and supported by reasonable valuation with a high dividend yield. These positives are partially offset by weak near-term technical momentum (negative MACD and sub-50 RSI with the price below key short-term moving averages).
Positive Factors
Accelerating Revenue Growth
Sustained, accelerating top-line growth into 2026 indicates increasing demand for fit-out and renovation projects and better sales execution. Over 2–6 months this supports backlog replenishment, scale benefits on project margins and improved negotiating leverage with clients and suppliers.
Negative Factors
Operating Cash Conversion Weakness
Operating cash conversion has been uneven, driven by working-capital timing and project payment terms. Even with strong FCF relative to earnings later, inconsistent OCF raises risk that growth or dividends will need short-term financing during slow receipts or concentrated project timings.
Read all positive and negative factors
Positive Factors
Negative Factors
Accelerating Revenue Growth
Sustained, accelerating top-line growth into 2026 indicates increasing demand for fit-out and renovation projects and better sales execution. Over 2–6 months this supports backlog replenishment, scale benefits on project margins and improved negotiating leverage with clients and suppliers.
Read all positive factors
TANSEISHA Co., Ltd. (9743) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥72.89B
Dividend Yield4.15%
Average Volume (3M)321.15K
Price to Earnings (P/E)12.0
Beta (1Y)0.81
Revenue Growth26.43%
EPS Growth67.00%
CountryJP
Employees1,484
SectorIndustrials
Sector Strength72
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)14.68
Shares Outstanding48,424,072
10 Day Avg. Volume222,000
30 Day Avg. Volume321,146
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)1.92
Price to Sales (P/S)0.67
P/FCF Ratio21.01
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)118.5
Revenue Forecast (FY)¥105.00B
TANSEISHA Co., Ltd. Business Overview & Revenue Model
Company Description
Tanseisha Co., Ltd. engages in the research, planning, design, layout, production, construction, and operation of commercial, public, hospitality, cultural, and business and event spaces in Japan and internationally. The company's research and pla...
How the Company Makes Money
TANSEISHA generates revenue through multiple key streams, primarily from the sale of its precision instruments and electronic components. The company partners with various industries, supplying essential components that are integral to their opera...
TANSEISHA Co., Ltd. Financial Statement Overview
Summary
Income Statement
83
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
68
Positive
| Breakdown | TTM | Jan 2025 | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 106.88B | 107.22B | 91.86B | 81.20B | 64.22B | 62.71B |
| Gross Profit | 21.13B | 21.41B | 17.06B | 14.52B | 10.71B | 11.58B |
| EBITDA | 9.03B | 8.55B | 5.33B | 4.05B | 785.85M | 2.20B |
| Net Income | 6.22B | 5.99B | 3.88B | 2.77B | 459.76M | 1.43B |
Balance Sheet | ||||||
| Total Assets | 54.50B | 55.73B | 54.20B | 50.65B | 41.86B | 45.24B |
| Cash, Cash Equivalents and Short-Term Investments | 20.28B | 17.59B | 17.51B | 18.10B | 17.14B | 16.46B |
| Total Debt | 546.00M | 415.00M | 696.43M | 14.56M | 213.95M | 372.76M |
| Total Liabilities | 18.54B | 18.06B | 20.82B | 19.03B | 12.44B | 16.19B |
| Stockholders Equity | 35.96B | 37.66B | 33.37B | 31.63B | 29.41B | 29.06B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 3.44B | 915.52M | 2.71B | 1.70B | -1.07B |
| Operating Cash Flow | 0.00 | 3.74B | 1.02B | 2.78B | 1.81B | -994.46M |
| Investing Cash Flow | 0.00 | -194.00M | 944.99M | -379.43M | -1.08B | 823.44M |
| Financing Cash Flow | 0.00 | -3.16B | -1.46B | -1.47B | -1.36B | -1.45B |
TANSEISHA Co., Ltd. Technical Analysis
Positive
1577.00
Price Trends
1535.57
Positive
1494.85
Positive
1407.43
Positive
Market Momentum
-0.50
Negative
52.34
Neutral
85.46
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9743, the sentiment is Positive. The current price of 1577 is above the 20-day moving average (MA) of 1510.35, above the 50-day MA of 1535.57, and above the 200-day MA of 1407.43, indicating a bullish trend. The MACD of -0.50 indicates Negative momentum. The RSI at 52.34 is Neutral, neither overbought nor oversold. The STOCH value of 85.46 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9743.
TANSEISHA Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥17.23B | 15.74 | ― | 1.49% | 1.23% | 0.12% | |
73 Outperform | ¥72.89B | 12.05 | ― | 4.15% | 26.43% | 67.00% | |
66 Neutral | ¥69.57B | 12.14 | ― | 2.18% | 12.03% | 30.12% | |
65 Neutral | ¥40.87B | 18.51 | ― | 2.59% | 4.02% | 18.12% | |
65 Neutral | ¥18.28B | 30.65 | ― | 1.13% | 3.37% | 9.00% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
56 Neutral | ¥6.27B | 19.21 | ― | 2.29% | 0.08% | 105.25% |
* Industrials Sector Average
JP:9743
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TANSEISHA Co., Ltd. Corporate Events
TANSEISHA Outlines FY2026 Results and Medium-Term Growth Strategy
Mar 17, 2026
TANSEISHA Co., Ltd. released its financial results for the fiscal year ended January 31, 2026, outlining consolidated performance and segment-based business trends. The disclosure also highlights a performance plan for the fiscal year ending Janua...
Tanseisha Delivers Profit Surge, Lifts Dividend but Signals Flat Year Ahead
Mar 17, 2026
Tanseisha reported strong results for the fiscal year ended January 31, 2026, with net sales rising 16.7% to ¥107.2 billion and operating profit jumping 62.4% to ¥8.36 billion, lifting profit attributable to owners of the parent by 54.7%...
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.