Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
1960.T
Strong BuyFull HouseREMOVESanyo Engineering & Construction Inc. · Industrials · Japan · $159M · Avg Vol: $388K/d
While exposure to DC/semiconductor construction is theoretically favorable, the company faces documented corporate governance and management challenges that negate the thematic tailwind. The lack of clarity regarding operational efficiency and capital allocation makes this a speculative play rather than a high-conviction compounder.
COMPANY DESCRIPTION
Sanyo Engineering & Construction Inc. is a Japanese general contractor specializing in a wide range of construction projects, including public works like roads and bridges, as well as private sector buildings such as offices, hospitals, and schools. Leveraging decades of experience and a strong reputation for quality, the company maintains a stable presence in the domestic construction market. Its established expertise allows it to compete effectively across diverse construction segments, serving both government and corporate clients.
FINANCIAL SUMMARY (JPY)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 38.7B | 50.7B | 67.9B | 61.1B | 16.4% | 62.6B |
| EPS (JPY) | 26.78 | -48.58 | 113.84 | 180.14 | 88.8% | 178.93 |
| Shares | 16.1M | 15.4M | 15.4M | 15.4M | -4.8% | 15.4M |
| Debt | 419.4M | 1.5B | 3.1B | 3.7B | 106.5% | 1.6B |
| Equity | 30.1B | 28.8B | 30.5B | 33.5B | 3.6% | — |
| Op CF | 1.5B | -660.0M | -1.6B | 5.8B | 56.8% | 5.7B |
| Inv CF | 670.6M | -936.0M | -591.0M | -2.0B | — | — |
| Fin CF | -543.8M | 65.0M | 1.0B | -52.0M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 1960.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 1960.T | Sanyo Engineering & Construction Inc.(you) | $159M | 100 | Strong Buy |
| 1770.T | Fujita Engineering Co., Ltd. | $120M | 100 | Strong Buy |
| 1828.T | Tanabe Engineering Corporation | $155M | 93 | Strong Buy |
| 9163.T | Nareru Group Inc. | $132M | 96 | Strong Buy |
| 2153.T | E J Holdings Inc. | $210M | 95 | Strong Buy |
| 1827.T | Nakano Corporation | $295M | 96 | Strong Buy |
| 9788.T | Nac Co., Ltd. | $132M | 87 | Strong Buy |
| 1810.T | Matsui Construction Co., Ltd. | $267M | 93 | Strong Buy |
| 6091.T | Wesco Holdings Inc. | $73M | 96 | Strong Buy |
| 1717.T | Meiho Facility Works Ltd. | $70M | 97 | Strong Buy |
Peer medians: ROE 9.8% · P/E 13.6x · Gross margin 24.9%