Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
4574.T
STRONG BUYREMOVETaiko Pharmaceutical Co.,Ltd. · Healthcare · Japan · $81M · Avg Vol: $180K/d
Taiko Pharmaceutical is a Japanese OTC drug manufacturer. It lacks a scalable global moat, has volatile earnings, and does not align with our high-conviction CDMO or healthcare themes.
COMPANY DESCRIPTION
Taiko Pharmaceutical Co., Ltd. manufactures and sells gastrointestinal medicines and infection control products, famous for its flagship antidiarrheal brand 'Seirogan.' The company also operates a growing infection prevention segment under the 'Cleverin' brand, utilizing chlorine dioxide technology to sanitize air and surfaces. Its competitive advantage is rooted in its dominant domestic market share in traditional OTC antidiarrheals and strong brand equity.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 32M | 38M | 39M | 40M | 8.3% |
| EPS | -0.70 | -0.48 | 0.11 | 0.11 | 2.7% |
| Shares | 44M | 50M | 51M | 51M | +14.7% |
| Debt | 24M | 20M | 14M | 6M | -36.6% |
| Equity | 50M | 42M | 50M | 53M | 1.9% |
| Op CF | -12M | -2M | 2M | 5M | 124.9% |
| Inv CF | 1M | 7M | -31,259 | 887,761 | — |
| Fin CF | -6M | 10M | -7M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 4574.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 4574.T | Taiko Pharmaceutical Co.,Ltd.(you) | $81M | 83 | STRONG BUY |
| 9273.T | Koa Shoji Holdings Co.,Ltd. | $210M | 84 | STRONG BUY |
| 4595.T | Mizuho Medy Co.,Ltd. | $207M | 81 | STRONG BUY |
| 4577.T | Daito Pharmaceutical Co.,Ltd. | $218M | 85 | STRONG BUY |
| 4512.T | Wakamoto Pharmaceutical Co.,Ltd. | $61M | 45 | HOLD |
| 4886.T | ASKA Pharmaceutical Holdings Co.,Ltd. | $522M | 90 | STRONG BUY |
| 4554.T | Fuji Pharma Co., Ltd. | $362M | 98 | STRONG BUY |
| 4534.T | Mochida Pharmaceutical Co., Ltd. | $768M | 81 | STRONG BUY |
| 4559.T | Zeria Pharmaceutical Co., Ltd. | $634M | 95 | STRONG BUY |
| 4538.T | Fuso Pharmaceutical Industries,Ltd. | $109M | 34 | SELL |
Peer medians: ROE 8.1% · P/E 15.6x · Gross margin 47.8%