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9743.T

STRONG BUYREMOVE

Tanseisha Co., Ltd. · Industrials · Japan · $392M · Avg Vol: $2M/d

81
StockRank
Q
78
V
63
M
28
P/E (TTM)
10.4x
ROE
16.9%
D/E
0.0x
Dividend %
AI CONVICTION THESIS

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)

Year2023202420252026CAGR
Revenue397.6M502.8M568.7M663.9M18.6%
EPS0.060.360.510.79135.8%
Shares48.4M48.4M48.4M48.4M0.0%
Debt1.2M04.1M2.6M29.5%
Equity182.1M195.8M206.6M233.2M8.6%
Op CF11.2M17.2M6.3M23.2M27.4%
Inv CF-6.7M-2.3M5.8M-1.2M
Fin CF-8.4M-9.1M-9.1M-19.6M
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PRICE (1Y)-6.6%
8.158.348.538.738.92May 11Jun 1Jun 19
SMA 50SMA 200
Close
$8.26
RSI (14)
38.8
52W High
$10.10
From 52W High
0.8%

SCORE BREAKDOWN

Quality
78
ROIC
21.3%91.4
ROE
16.9%80.9
GP/Assets
38.1%87.0
Op. Margin
1.8%20.8
FCF/Assets
4.8%64.7
Piotroski
888.1
Int. Cover
50.0x86.8
D/E Ratio
0.01x93.2
Current Ratio
2.72x78.7
Value
63
P/E (TTM)
10.4x81.5
EV/EBITDA
5.4x86.4
P/FCF
3762.2x46.4
P/B
1.7x57.6
P/S
0.6x78.5
Div Yield
N/A
Momentum
28
52W High %
82%56.0
RS 6M
-44%19.0
SMA 50/200
0.98x38.1
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
4.3
Q Growth
-47%11.8

FUNDAMENTALS

Market Cap
$392M
P/E (Forward)
17.7x
Gross Margin
20.0%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 9743.T are excluded.

TickerCompanyMkt CapStockRankSignal
9743.TTanseisha Co., Ltd.(you)$392M81STRONG BUY
4290.TPrestige International Inc.$495M87STRONG BUY
6183.TBELLSYSTEM24 Holdings, Inc.$622M79BUY
7318.TSerendip Holdings Co.,Ltd.$270M77BUY
4658.TNippon Air conditioning Services Co., Ltd.$335M90STRONG BUY
7868.TKOSAIDO Holdings Co., Ltd.$451M90STRONG BUY
4771.TF&M Co.,Ltd.$220M78BUY
9368.TKimura Unity Co., Ltd.$218M77BUY
9338.TInforich Inc.$281M90STRONG BUY
6083.TERI Holdings Co., Ltd.$191M84STRONG BUY

Peer medians: ROE 9.3% · P/E 13.4x · Gross margin 24.6%

Tanseisha Co., Ltd. (9743.T) — Stock Score Summary

Tanseisha Co., Ltd. (9743.T) has a MoatMap StockRank of 81/100 based on Quality (78/100), Value (63/100), and Momentum (28/100) factor scores. The current signal is STRONG BUY. 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.

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.

Key Financial Metrics

Price$8.26
Market Cap$392M
P/E (TTM)10.37
P/E (Forward)17.70
Price/Book1.65
Return on Equity16.9%
Return on Invested Capital21.3%
Debt/Equity1.10
Gross Margin20.0%
Operating Margin1.8%
Revenue Growth-10.7%
Free Cash Flow$104K

Tanseisha Co., Ltd. operates in the Specialty Business Services industry, part of the Industrials sector (Japan).

Frequently Asked Questions

What is Tanseisha Co., Ltd.’s (9743.T) StockRank?
MoatMap’s StockRank for Tanseisha Co., Ltd. (9743.T) is 81/100, with a Strong Buy signal. It is a composite of Quality (78), Value (63), and Momentum (28) factor ranks across MoatMap’s 20,000+ stock universe.
Does Tanseisha Co., Ltd. have an economic moat?
Tanseisha Co., Ltd. (9743.T) has a Quality factor score of 78/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Tanseisha Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Tanseisha Co., Ltd. (9743.T) is Strong Buy, based on a StockRank of 81/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Tanseisha Co., Ltd. in?
Tanseisha Co., Ltd. (9743.T) operates in the Industrials sector, specifically the Specialty Business Services industry (Japan).