Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
7887.T
HOLDREMOVENankai Plywood Co.,Ltd. · Consumer Cyclical · Japan · $65M · Avg Vol: $121K/d
Nankai Plywood manufactures building materials. It is a highly cyclical, low-margin business with no structural moat or alignment with our core macro themes.
COMPANY DESCRIPTION
Nankai Plywood Co., Ltd. manufactures and sells interior building materials, specializing in plywood, ceiling materials, and prefabricated storage systems in Japan. The company's competitive moat is established through its focus on high-quality, space-saving shelving and storage solutions tailored for Japanese residential layouts. It operates as a niche manufacturer of interior fixtures with a strong reputation for quality and functional design.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | 137M | 144M | 149M | 156M | — | 4.3% |
| EPS | — | 2.06 | 1.23 | 0.13 | 2.36 | 4.7% |
| Shares | — | 5M | 5M | 5M | 5M | 0.0% |
| Debt | — | 15M | 35M | 29M | 26M | 20.7% |
| Equity | — | 130M | 140M | 150M | 153M | 5.4% |
| Op CF | — | 12M | -10M | 21M | 15M | 9.2% |
| Inv CF | — | -12M | -12M | -10M | -12M | — |
| Fin CF | — | 5M | 19M | -8M | -4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 7887.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 7887.T | Nankai Plywood Co.,Ltd.(you) | $65M | 63 | HOLD |
| 5965.T | Fujimak Corporation | $97M | 69 | BUY |
| 7885.T | Takano Co.,Ltd. | $117M | 67 | BUY |
| 7822.T | Eidai Co.,Ltd. | $68M | 45 | HOLD |
| 3140.T | BRUNO,Inc. | $95M | 49 | HOLD |
| 3421.T | Inaba Seisakusho Co., Ltd. | $170M | 69 | BUY |
| 6445.T | JANOME Corporation | $129M | 77 | BUY |
| 7840.T | France Bed Holdings Co.,Ltd. | $252M | 66 | BUY |
| 5951.T | Dainichi Co., Ltd. | $98M | 85 | STRONG BUY |
| 5909.T | Corona Corporation | $168M | 38 | HOLD |
Peer medians: ROE 8.3% · P/E 15.2x · Gross margin 34.3%