TANSEISHA Co., Ltd. (9743) AI Stock Analysis

• Market Cap: ¥64.27B
• Dividend Yield: 4.88%
• Average Volume (3M): 321.15K
• Price to Earnings (P/E): 10.3
• Beta (1Y): 0.60
• Revenue Growth: 28.22%
• EPS Growth: 88.91%
• Country: JP
• Employees: 1,484
• Sector: Industrials
• Sector Strength: 72
• Industry: Specialty Business Services
• EPS (TTM): 22.89
• Shares Outstanding: 48,424,072
• 10 Day Avg. Volume: 222,000
• 30 Day Avg. Volume: 321,146
• PEG Ratio: 0.27
• Price to Book (P/B): 1.28
• Price to Sales (P/S): 0.46
• P/FCF Ratio: 53.75
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: Hold
• Number of Analyst Covering: 0

• Rating: 73 Outperform
• Price Target: ¥1,501.00 ▲(12.77% Upside)

TANSEISHA Co., Ltd. has a robust financial performance with strong revenue growth and profitability, supported by a solid balance sheet. The valuation is attractive with a low P/E ratio and high dividend yield. However, technical indicators suggest short-term bearish momentum, which slightly offsets the positive financial and valuation aspects.

TANSEISHA Co., Ltd. Business Overview & Revenue Model

Company Description

TANSEISHA Co., Ltd. (9743) is a Japan-based company specializing in the design and construction of commercial and cultural spaces. The company operates through several segments, including the Commercial and Other Facilities segment, which focuses on creating engaging environments for retail stores, hotels, restaurants, museums, and exhibitions. TANSEISHA delivers comprehensive services from planning and design to construction and maintenance, ensuring that spaces are both functional and aesthetically pleasing.

How the Company Makes Money

TANSEISHA Co., Ltd. generates revenue primarily through its integrated service offerings in space creation. The company earns money by providing end-to-end solutions for the construction and design of commercial spaces, including consulting, planning, design, and construction management services. Key revenue streams include contracts for the development of retail environments, cultural facilities, and corporate spaces. The company's earnings are significantly influenced by its ability to secure large-scale projects and maintain long-term relationships with clients in various industries. Additionally, TANSEISHA benefits from strategic partnerships with developers and corporations seeking innovative and customized spatial solutions.

TANSEISHA Co., Ltd. Financial Statement Overview

Summary

TANSEISHA Co., Ltd. exhibits strong revenue growth and improved profitability margins, supported by a solid balance sheet with low leverage. While the cash flow remains positive, there is an opportunity to enhance operating cash flow efficiency. Overall, the financial health of the company is robust, with sound growth prospects and financial stability.

Income Statement

TANSEISHA Co., Ltd. demonstrated strong revenue growth of 13.13% from 2024 to 2025, signaling robust demand for its services. The gross profit margin improved to 18.57%, and the net profit margin increased to 4.22%, indicating enhanced profitability. EBIT and EBITDA margins strengthened to 5.60% and 5.80%, respectively, showcasing effective cost management.

Balance Sheet

The company's debt-to-equity ratio is exceptionally low at 0.02, highlighting a solid financial structure with minimal leverage. Return on equity improved to 11.62%, reflecting efficient use of equity capital. The equity ratio of 61.58% suggests a stable financial position with substantial shareholder equity backing.

Cash Flow

Despite a decline in operating cash flow, the company generated a positive free cash flow of ¥793 million, although lower compared to the previous period. The operating cash flow to net income ratio stood at 0.26, indicating potential room for improvement in cash generation relative to earnings.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	106.88B	91.86B	81.20B	64.22B	62.71B	69.23B
Gross Profit	21.13B	17.06B	14.52B	10.71B	11.58B	14.13B
EBITDA	9.09B	5.33B	4.05B	785.85M	2.46B	5.32B
Net Income	6.22B	3.88B	2.77B	459.76M	1.43B	3.44B
Balance Sheet
Total Assets	54.50B	54.20B	50.65B	41.86B	45.24B	42.56B
Cash, Cash Equivalents and Short-Term Investments	20.28B	17.51B	18.10B	17.14B	16.46B	18.59B
Total Debt	546.00M	668.08M	14.56M	191.01M	355.62M	25.36M
Total Liabilities	18.55B	20.82B	19.03B	12.44B	16.19B	13.31B
Stockholders Equity	35.96B	33.37B	31.63B	29.41B	29.06B	29.25B
Cash Flow
Free Cash Flow	0.00	793.26M	2.63B	1.60B	-1.15B	5.95B
Operating Cash Flow	0.00	1.02B	2.78B	1.81B	-994.46M	6.15B
Investing Cash Flow	0.00	944.99M	-379.43M	-1.08B	823.44M	59.52M
Financing Cash Flow	0.00	-1.46B	-1.47B	-1.36B	-1.45B	-2.12B

TANSEISHA Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 1331.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9743, the sentiment is Neutral. The current price of 1331 is below the 20-day moving average (MA) of 1354.65, below the 50-day MA of 1395.10, and above the 200-day MA of 1148.95, indicating a neutral trend. The MACD of -13.59 indicates Positive momentum. The RSI at 41.61 is Neutral, neither overbought nor oversold. The STOCH value of 15.74 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:9743.

TANSEISHA Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
9743	―	¥64.27B	10.29	―	4.88%	28.22%	88.91%
7914	―	¥48.65B	10.52	―	3.88%	1.93%	202.39%
7814	―	¥39.22B	13.07	―	1.52%	7.37%	15.48%
7868	―	¥60.14B	14.95	―	3.08%	3.07%	-24.64%
7893	―	¥28.24B	―	―	4.20%	3.42%	-120.51%
7805	―	¥3.21B	7.21	―	2.01%	-1.00%	105.56%
Sector *	―	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

TANSEISHA Co., Ltd. Corporate Events

TANSEISHA Adopts New Capital and Stock Price Management Policy

TANSEISHA Co., Ltd. has announced a new policy to align its management practices with considerations of capital costs and stock prices, as resolved in their Board of Directors meeting. This strategic move is expected to enhance the company’s financial efficiency and potentially improve its market positioning, reflecting a commitment to shareholder value and operational transparency.

The most recent analyst rating on (JP:9743) stock is a Buy with a Yen1478.00 price target. To see the full list of analyst forecasts on TANSEISHA Co., Ltd. stock, see the JP:9743 Stock Forecast page.

TANSEISHA Reports Robust Growth and Increased Dividends

TANSEISHA Co., Ltd. reported significant growth in its financial performance for the six months ending July 31, 2025, with a 36.6% increase in net sales and a 191.4% rise in operating profit compared to the previous year. The company also announced a substantial increase in dividends, reflecting its strong financial position and commitment to returning value to shareholders.

The most recent analyst rating on (JP:9743) stock is a Buy with a Yen1478.00 price target. To see the full list of analyst forecasts on TANSEISHA Co., Ltd. stock, see the JP:9743 Stock Forecast page.