Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
4629.T
Strong BuyFull HouseREMOVEDaishin Chemical Co.,Ltd. · Basic Materials · Japan · $62M · Avg Vol: $138K/d
While the quantitative screening is strong, the business model lacks the 'un-copyable moat' or 'long reinvestment runway' required for high-conviction compounding. The thesis for chemical manufacturing is generic, and there is insufficient information regarding pricing power or scale economics to differentiate it from commodity-exposed industrial peers.
COMPANY DESCRIPTION
Daishin Chemical Co., Ltd. manufactures and sells organic chemical solvents, thinners, and industrial cleaning agents. The company serves a wide range of industries, including automotive, printing, and electronics, providing customized solvent formulations that meet strict environmental regulations. Its competitive advantage lies in its efficient domestic distribution network and advanced blending technologies that ensure high product consistency.
FINANCIAL SUMMARY (JPY)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 34.4B | 32.5B | 34.7B | 34.6B | 0.2% | 37.4B |
| EPS (JPY) | 151.72 | 208.96 | 137.09 | 128.55 | 194.39 | 6.4% | 192.49 |
| Shares | — | 4.6M | 4.6M | 4.6M | 4.6M | -0.0% | 4.6M |
| Debt | — | 59.2M | 22.2M | 12.1M | 5.5M | -54.6% | 297.1M |
| Equity | — | 15.4B | 16.0B | 16.5B | 17.4B | 4.1% | — |
| Op CF | — | 1.8B | -185.1M | 2.7B | 2.9B | 16.6% | 2.7B |
| Inv CF | — | -414.3M | -438.9M | -289.4M | -444.7M | — | — |
| Fin CF | — | -263.6M | -220.4M | -193.5M | -190.0M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 4629.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 4629.T | Daishin Chemical Co.,Ltd.(you) | $62M | 100 | Strong Buy |
| 4119.T | Nippon Pigment Holdings Company Limited | $57M | 100 | Strong Buy |
| 4234.T | Sun A.Kaken Company,Limited | $58M | 99 | Strong Buy |
| 4406.T | New Japan Chemical Co., Ltd. | $59M | 97 | Strong Buy |
| 5695.T | Powdertech Co., Ltd. | $54M | 96 | Strong Buy |
| 4627.T | Natoco Co., Ltd. | $89M | 99 | Strong Buy |
| 8152.T | SOMAR Corporation | $89M | 98 | Strong Buy |
| 5018.T | MORESCO Corporation | $135M | 99 | Strong Buy |
| 4113.T | Taoka Chemical Company, Limited | $74M | 86 | Strong Buy |
| 4977.T | Nitta Gelatin Inc. | $137M | 97 | Strong Buy |
Peer medians: ROE 7.6% · P/E 14.0x · Gross margin 24.4%