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Seed Co., Ltd.
(7743)
Select Model
Select Model
Rating:53Neutral
Price Target:
¥645.00
▲(12.17% Upside)
Action:Reiterated
Date:08/17/26
The score is held back primarily by weakening financial quality—rising leverage and materially negative free cash flow—despite remaining profitable. Technical indicators are moderately constructive in the near term, and valuation is reasonable (mid-teens P/E with a ~2.8% yield), but these positives are not enough to offset the balance-sheet and cash-generation risk.
Positive Factors
Restored Profitability
Returning to profitability provides a stronger base for reinvestment and balance-sheet repair. Sustained mid-40% gross margins also indicate that the contact-lens portfolio retains meaningful value after production costs, supporting resilience if pricing and mix remain disciplined.
Negative Factors
Rising Leverage
The sharp increase in debt dependence reduces financial flexibility and raises the consequences of weaker earnings or execution. Higher leverage may constrain investment choices and make balance-sheet repair a durable priority for management.
Read all positive and negative factors
Positive Factors
Negative Factors
Restored Profitability
Returning to profitability provides a stronger base for reinvestment and balance-sheet repair. Sustained mid-40% gross margins also indicate that the contact-lens portfolio retains meaningful value after production costs, supporting resilience if pricing and mix remain disciplined.
Read all positive factors
Seed Co., Ltd. (7743) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥16.19B
Dividend Yield2.36%
Average Volume (3M)68.49K
Price to Earnings (P/E)17.6
Beta (1Y)0.47
Revenue Growth2.22%
EPS Growth-2.17%
CountryJP
Employees1,048
SectorHealthcare
Sector Strength45
IndustryMedical - Instruments & Supplies
Share Statistics
EPS (TTM)36.00
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)29.1
Revenue Forecast (FY)¥36.00B
Seed Co., Ltd. Business Overview & Revenue Model
Company Description
SEED Co.,Ltd. is an international manufacturer and supplier specializing in a broad spectrum of ophthalmic products. The company's extensive range includes various contact lenses, lens care solutions, fashionable spectacle frames, and other vision...
How the Company Makes Money
Seed Co., Ltd. makes money mainly by selling contact lenses and related eye-care products. Revenue is generated from (1) sales of contact lenses (e.g., disposable and other lens types) and (2) sales of ancillary products associated with contact le...
Seed Co., Ltd. Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
46
Neutral
Cash Flow
34
Negative
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 34.24B | 33.94B | 33.23B | 32.40B | 30.59B | 28.84B |
| Gross Profit | 15.53B | 15.22B | 14.63B | 14.18B | 11.62B | 12.01B |
| EBITDA | 5.36B | 4.76B | 5.05B | 5.12B | 2.83B | 4.45B |
| Net Income | 1.09B | 1.14B | 1.09B | 1.96B | -316.09M | 1.15B |
Balance Sheet | ||||||
| Total Assets | 66.13B | 62.50B | 51.76B | 49.57B | 40.01B | 41.79B |
| Cash, Cash Equivalents and Short-Term Investments | 5.85B | 4.21B | 7.12B | 9.89B | 4.94B | 3.88B |
| Total Debt | 39.57B | 28.47B | 26.26B | 24.18B | 20.89B | 22.04B |
| Total Liabilities | 47.05B | 42.90B | 33.38B | 31.92B | 27.87B | 29.25B |
| Stockholders Equity | 19.08B | 19.27B | 18.06B | 17.36B | 11.86B | 12.26B |
Cash Flow | ||||||
| Free Cash Flow | -6.78B | -438.07M | -1.70B | 2.19B | 2.79B | 2.15B |
| Operating Cash Flow | 2.95B | 2.69B | 2.98B | 6.02B | 3.35B | 3.27B |
| Investing Cash Flow | -10.11B | -3.84B | -4.57B | -3.76B | -440.73M | -881.61M |
| Financing Cash Flow | 6.74B | -1.91B | -1.13B | 2.64B | -1.82B | -2.42B |
Seed Co., Ltd. Technical Analysis
Positive
575.00
Price Trends
520.40
Positive
526.42
Positive
542.94
Positive
Market Momentum
12.69
Negative
85.48
Negative
77.27
Neutral
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 above the 20-day moving average (MA) of 536.00, above the 50-day MA of 520.40, and above the 200-day MA of 542.94, indicating a bullish trend. The MACD of 12.69 indicates Negative momentum. The RSI at 85.48 is Negative, neither overbought nor oversold. The STOCH value of 77.27 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
83 Outperform | ¥158.32B | 23.14 | ― | 2.73% | 9.94% | 10.50% | |
75 Outperform | ¥144.24B | 17.50 | 24.90% | 1.53% | 15.46% | 6.44% | |
74 Outperform | ¥63.04B | 15.54 | ― | 3.22% | 13.57% | 0.34% | |
67 Neutral | ¥207.09B | 16.11 | 9.09% | 2.32% | 6.54% | -2.44% | |
62 Neutral | ¥144.42B | 19.44 | 6.57% | 1.78% | 5.05% | 50.43% | |
53 Neutral | ¥16.19B | 17.64 | ― | 2.65% | 2.22% | -2.17% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
JP:7743
Seed Co., Ltd.
635.00
103.08
19.38%
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Seed Co., Ltd. Corporate Events
Seed Co., Ltd. Delivers Modest Q1 Sales Growth Amid Profit Decline and Affirms Full-Year Outlook
Aug 12, 2026
Seed Co., Ltd. reported consolidated net sales of ¥8,848 million for the three months ended June 30, 2026, a 3.5% year-on-year increase, while operating profit dipped 2.0% to ¥618 million and ordinary profit fell 14.9%. Profit attributab...
Seed Co., Ltd. Scales Back Phase II Investment at Kounosu Contact Lens Plant
Jul 13, 2026
Seed Co., Ltd. has revised its Phase II investment plan for Building No. 4 at the Kounosu Laboratory as it continues to upgrade facilities to meet rising global demand for contact lenses. The company is pursuing production lines that reduce labor ...
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.