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Sekisui Jushi Corporation (JP:4212)
:4212
Japanese Market
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Sekisui Jushi Corporation (4212) AI Stock Analysis

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JP:4212

Sekisui Jushi Corporation

(4212)

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Neutral 68 (OpenAI - 5.2)
Rating:68Neutral
Price Target:
¥3,021.00
▲(41.76% Upside)
Action:Reiterated
Date:05/18/26
The score is primarily supported by financial stability (notably low leverage) and a 2026 revenue rebound, plus a reasonable valuation with a solid dividend yield. Offsetting these positives are weaker technical signals (negative MACD and price below key moving averages) and a financial profile showing reduced profitability/returns and inconsistent cash conversion.
Positive Factors
Balance sheet strength
Low leverage (debt-to-equity ≈0.14) provides durable financial flexibility to fund capex, sustain dividends and withstand downturns without urgent refinancing. A conservative balance sheet supports strategic investments and resilience over the medium term.
Negative Factors
Weak returns on equity
ROE around 4.0% (down from prior years) indicates lower capital efficiency and diminished ability to convert invested capital into profitable growth. Persistently weak returns constrain organic funding for growth and limit long‑term shareholder value creation unless margins improve.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance sheet strength
Low leverage (debt-to-equity ≈0.14) provides durable financial flexibility to fund capex, sustain dividends and withstand downturns without urgent refinancing. A conservative balance sheet supports strategic investments and resilience over the medium term.
Read all positive factors

Sekisui Jushi Corporation (4212) vs. iShares MSCI Japan ETF (EWJ)

Sekisui Jushi Corporation Business Overview & Revenue Model

Company Description
Sekisui Jushi Corporation, established in Osaka, Japan, in 1941, specializes in materials developed through advanced composite technology, serving diverse markets. Its extensive product portfolio includes items for infrastructure and outdoor envir...
How the Company Makes Money
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Sekisui Jushi Corporation Financial Statement Overview

Summary
Strong balance sheet strength (low leverage and solid equity base) and a clear revenue rebound in 2026 support the score. However, profitability and returns have softened versus earlier years, and cash flow conversion has been uneven despite recovering after the 2024 dip.
Income Statement
66
Positive
Balance Sheet
82
Very Positive
Cash Flow
63
Positive
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue78.16B74.23B62.79B65.90B65.90B
Gross Profit24.34B22.31B19.13B20.05B21.54B
EBITDA9.72B8.55B7.55B10.17B12.00B
Net Income3.98B3.54B4.67B6.65B7.66B
Balance Sheet
Total Assets142.57B139.34B135.02B139.37B135.61B
Cash, Cash Equivalents and Short-Term Investments18.30B15.84B15.17B45.60B47.03B
Total Debt14.26B14.50B10.44B921.00M1.03B
Total Liabilities41.46B41.90B36.19B27.77B27.21B
Stockholders Equity99.25B95.67B97.17B110.01B106.82B
Cash Flow
Free Cash Flow3.73B3.62B-684.00M3.81B7.78B
Operating Cash Flow7.99B6.21B1.10B4.95B8.79B
Investing Cash Flow-4.33B-3.40B-6.93B-3.17B-2.32B
Financing Cash Flow-4.63B-2.38B-24.41B-4.23B-6.87B

Sekisui Jushi Corporation Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2131.00
Price Trends
50DMA
2282.20
Positive
100DMA
2270.12
Positive
200DMA
2181.05
Positive
Market Momentum
MACD
128.82
Negative
RSI
77.37
Negative
STOCH
85.23
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4212, the sentiment is Positive. The current price of 2131 is below the 20-day moving average (MA) of 2487.75, below the 50-day MA of 2282.20, and below the 200-day MA of 2181.05, indicating a bullish trend. The MACD of 128.82 indicates Negative momentum. The RSI at 77.37 is Negative, neither overbought nor oversold. The STOCH value of 85.23 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4212.

Sekisui Jushi Corporation Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
¥774.74B13.2018.72%2.94%-0.25%6.58%
73
Outperform
¥46.04B14.993.74%4.73%17.55%
68
Neutral
¥86.58B20.583.27%5.30%15.64%
68
Neutral
¥129.45B10.9412.89%3.40%3.44%-2.97%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
56
Neutral
¥544.56B65.931.44%4.80%0.40%306.94%
55
Neutral
¥99.20B39.793.53%-3.19%-5.15%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:4212
Sekisui Jushi Corporation
2,685.00
755.02
39.12%
JP:5938
LIXIL Group
1,867.00
223.86
13.62%
JP:5929
Sanwa Holdings
3,722.00
-849.13
-18.58%
JP:5930
Bunka Shutter Co., Ltd.
1,961.00
-358.61
-15.46%
JP:7943
Nichiha Corporation
2,915.00
-28.23
-0.96%
JP:7949
Komatsu Wall Industry Co., Ltd.
2,593.00
339.74
15.08%

Sekisui Jushi Corporation Corporate Events

Sekisui Jushi Grants Long-Lock-Up Restricted Stock to Align Management with Shareholders
Jun 25, 2026
Sekisui Jushi Corporation has approved the disposal of 19,900 treasury shares, worth approximately ¥48.9 million, to grant restricted stock to eight directors and eleven executive officers as part of a new compensation plan. The move follows ...
Sekisui Jushi Boosts Shareholder Returns and Cuts Cross-Shareholdings Under 2027 Plan
Jun 15, 2026
Sekisui Jushi Corporation has updated its management initiatives to place greater emphasis on cost of capital and stock price, in line with its Medium-term Management Plan 2027. The company aims to accelerate measures that enhance shareholder retu...
Sekisui Jushi Board Rejects Activist’s Shareholder Proposals Ahead of June Meeting
May 19, 2026
Sekisui Jushi Corporation’s board has formally opposed a set of shareholder proposals submitted by NIPPON ACTIVE VALUE FUND PLC ahead of the company’s 92nd Ordinary General Meeting on June 25, 2026. The proposals cover treasury share a...
Sekisui Jushi Shifts Director Pay Toward Stock to Tighten Shareholder Alignment
May 19, 2026
Sekisui Jushi Corporation has approved a proposal to overhaul its director remuneration system, cutting the annual cap on monetary compensation to ¥300 million while maintaining the ¥50 million ceiling for outside directors. In parallel,...
Sekisui Jushi Boosts Shareholder Returns and Targets 30% Cut in Cross-Shareholdings by 2027
May 13, 2026
Sekisui Jushi Corporation has updated its strategy to manage with a stronger focus on cost of capital and stock price, targeting sustainable growth and higher medium- to long-term corporate value. Under its Medium-term Management Plan 2027, the co...
Sekisui Jushi Launches Up to ¥2.7 Billion Share Buyback to Boost Capital Efficiency
May 13, 2026
Sekisui Jushi Corporation’s board has approved a share repurchase program under Japan’s Companies Act and its Articles of Incorporation, authorizing the buyback of up to 1,000,000 common shares, or 3.33% of outstanding stock excluding ...
Sekisui Jushi Sets September 2026 Date to Cancel 1 Million Treasury Shares
May 13, 2026
Sekisui Jushi Corporation has set September 10, 2026, as the date on which it will cancel 1,000,000 shares of its treasury stock, completing a buyback and cancellation program that was authorized by its board in May 2025. Following the cancellatio...
Sekisui Jushi boosts profits, fortifies balance sheet and hikes dividend
May 13, 2026
Sekisui Jushi Corporation reported consolidated net sales of ¥78.2 billion for the fiscal year ended March 31, 2026, up 5.3% year on year, with operating profit rising 13.4% to ¥5.7 billion and profit attributable to owners of parent cli...
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.Date of analysis: May 18, 2026