Want to see JP:9743 full AI Analyst Report?
Top Page
TANSEISHA Co., Ltd.
(9743)
Select Model
Select Model
Rating:81Outperform
Price Target:
¥1,634.00
▲(3.61% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by strong financial performance (accelerating growth and improved margins with a very conservative balance sheet). Valuation also supports the rating due to the combination of a moderate P/E and high dividend yield. Technicals are constructive with price above key moving averages and positive MACD, though not strong enough to outweigh the cash-flow volatility noted in financials.
Positive Factors
Revenue and Margin Recovery
Strong revenue acceleration alongside materially higher operating and net margins indicates improved execution and operating leverage. If sustained, this recovery can strengthen profitability and earnings capacity over the next several quarters.
Negative Factors
Revenue and Earnings Volatility
The company has demonstrated substantial swings in revenue, profitability, and reported EPS across periods. Such variability suggests exposure to project timing and market conditions, making the recent recovery less dependable until consistency improves.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Margin Recovery
Strong revenue acceleration alongside materially higher operating and net margins indicates improved execution and operating leverage. If sustained, this recovery can strengthen profitability and earnings capacity over the next several quarters.
Read all positive factors
TANSEISHA Co., Ltd. (9743) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥71.23B
Dividend Yield4.8%
Average Volume (3M)321.15K
Price to Earnings (P/E)15.8
Beta (1Y)0.74
Revenue Growth-3.23%
EPS Growth-22.48%
CountryJP
Employees1,579
SectorGeneral
Sector StrengthN/A
IndustryEngineering & Construction
Share Statistics
EPS (TTM)95.81
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)118.3
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, event, and business and cultural spaces in Japan and internationally. The company’s research and pla...
How the Company Makes Money
null...
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 | 99.79B | 107.22B | 91.86B | 81.20B | 64.22B | 62.71B |
| Gross Profit | 19.45B | 21.41B | 17.06B | 14.52B | 10.71B | 11.58B |
| EBITDA | 6.29B | 8.54B | 5.65B | 4.18B | 957.40M | 2.46B |
| Net Income | 4.53B | 5.99B | 3.88B | 2.77B | 459.76M | 1.43B |
Balance Sheet | ||||||
| Total Assets | 54.17B | 55.73B | 54.20B | 50.65B | 41.86B | 45.24B |
| Cash, Cash Equivalents and Short-Term Investments | 14.74B | 17.59B | 17.51B | 18.10B | 17.14B | 16.46B |
| Total Debt | 415.00M | 415.00M | 696.43M | 14.56M | 213.95M | 372.76M |
| Total Liabilities | 16.50B | 18.06B | 20.82B | 19.03B | 12.44B | 16.19B |
| Stockholders Equity | 37.67B | 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
1384.73
Positive
1387.74
Positive
1415.08
Positive
Market Momentum
36.62
Negative
75.84
Negative
87.17
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 1450.60, above the 50-day MA of 1384.73, and above the 200-day MA of 1415.08, indicating a bullish trend. The MACD of 36.62 indicates Negative momentum. The RSI at 75.84 is Negative, neither overbought nor oversold. The STOCH value of 87.17 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 (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥71.23B | 15.82 | ― | 4.15% | -3.23% | -22.48% | |
72 Outperform | ¥16.12B | 16.50 | ― | 1.49% | 0.41% | 6.83% | |
67 Neutral | ¥34.26B | 16.77 | ― | 2.59% | 1.35% | 23.08% | |
61 Neutral | ¥19.01B | 36.18 | ― | 1.13% | 3.75% | -30.45% | |
60 Neutral | ¥73.37B | 7.26 | ― | 2.75% | 2.00% | 236.91% | |
56 Neutral | ¥6.26B | 14.99 | ― | 2.29% | 0.75% | -51.32% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:9743
TANSEISHA Co., Ltd.
1,520.00
190.90
14.36%
JP:9307
Sugimura Warehouse Co., Ltd.
999.00
3.23
0.32%
JP:9313
Maruhachi Warehouse Company Limited
1,055.00
184.52
21.20%
JP:9319
Chuo Warehouse Co., Ltd.
1,847.00
438.08
31.09%
JP:9322
Kawanishi Warehouse Co., Ltd.
2,494.00
1,185.99
90.67%
JP:9324
Yasuda Logistics Corporation
2,537.00
471.91
22.85%
TANSEISHA Co., Ltd. Corporate Events
Tanseisha Launches Share Buyback to Boost Capital Efficiency
Jul 31, 2026
Tanseisha Co., Ltd. has approved a share buyback program aimed at improving capital efficiency and boosting shareholder value per share. The move underscores management’s focus on optimizing its capital structure by shrinking the number of s...
TANSEISHA Outlines Q1 FY2027 Results and Medium-Term Growth Strategy
Jun 12, 2026
TANSEISHA Co., Ltd. reported its financial results for the first quarter of the fiscal year ending January 31, 2027, outlining performance trends across its business segments and highlighting how current market conditions are affecting earnings an...
Tanseisha Profit Nearly Halved in Q1 but Keeps Full-Year Outlook and Dividend Plan
Jun 12, 2026
Tanseisha reported a sharp year-on-year decline in first-quarter results for the three months to April 30, 2026, with net sales falling 21.9% to ¥26.57 billion and operating profit almost halving to ¥2.33 billion. Profit attributable to ...
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.