Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
9743.T
STRONG BUYREMOVETanseisha Co., Ltd. · Industrials · Japan · $392M · Avg Vol: $2M/d
Tanseisha is a commercial space design and display company focused on domestic Japanese retail and exhibitions. It lacks any structural alignment with our high-conviction macro themes and does not possess the high ROIC or global scalability required for our concentrated portfolio.
COMPANY DESCRIPTION
Tanseisha Co., Ltd. specializes in the research, planning, design, and construction of commercial spaces, museums, exhibitions, and public facilities. The company holds a leading market position in Japan's display industry, driven by its advanced project management capabilities and creative design expertise. It operates as a premier space creation partner, benefiting from robust demand in retail renovations, cultural exhibitions, and urban redevelopment projects.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR |
|---|---|---|---|---|---|
| Revenue | 397.6M | 502.8M | 568.7M | 663.9M | 18.6% |
| EPS | 0.06 | 0.36 | 0.51 | 0.79 | 135.8% |
| Shares | 48.4M | 48.4M | 48.4M | 48.4M | 0.0% |
| Debt | 1.2M | 0 | 4.1M | 2.6M | 29.5% |
| Equity | 182.1M | 195.8M | 206.6M | 233.2M | 8.6% |
| Op CF | 11.2M | 17.2M | 6.3M | 23.2M | 27.4% |
| Inv CF | -6.7M | -2.3M | 5.8M | -1.2M | — |
| Fin CF | -8.4M | -9.1M | -9.1M | -19.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 9743.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 9743.T | Tanseisha Co., Ltd.(you) | $392M | 81 | STRONG BUY |
| 4290.T | Prestige International Inc. | $495M | 87 | STRONG BUY |
| 6183.T | BELLSYSTEM24 Holdings, Inc. | $622M | 79 | BUY |
| 7318.T | Serendip Holdings Co.,Ltd. | $270M | 77 | BUY |
| 4658.T | Nippon Air conditioning Services Co., Ltd. | $335M | 90 | STRONG BUY |
| 7868.T | KOSAIDO Holdings Co., Ltd. | $451M | 90 | STRONG BUY |
| 4771.T | F&M Co.,Ltd. | $220M | 78 | BUY |
| 9368.T | Kimura Unity Co., Ltd. | $218M | 77 | BUY |
| 9338.T | Inforich Inc. | $281M | 90 | STRONG BUY |
| 6083.T | ERI Holdings Co., Ltd. | $191M | 84 | STRONG BUY |
Peer medians: ROE 9.3% · P/E 13.4x · Gross margin 24.6%