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9934.T

Strong BuyFull HouseFLAG

Inaba Denki Sangyo Co.,Ltd. · Industrials · Japan · $2.1B · Avg Vol: $4M/d

99
StockRank
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Q
77
V
63
M
81
P/E (TTM)
14.9x
ROE
14.0%
D/E
0.0x
Dividend %
2.3%
Dir. Trades · 180d
None →
Buybacks · 180d
None →
AI CONVICTION THESIS

Inaba Denki Sangyo, as a distributor of electrical equipment, is a direct beneficiary of the infrastructure build-out. Clustered director buying provides a signal of management confidence, though the low-margin distribution model requires constant scale to maintain ROIC.

COMPANY DESCRIPTION

Inaba Denki Sangyo Co.,Ltd. is a wholesaler and distributor of electrical construction materials, air conditioning equipment, and information/communication equipment in Japan. The company's competitive advantage stems from its extensive distribution network and long-standing relationships with manufacturers and contractors nationwide. It serves as a critical supply chain partner within the Japanese electrical and HVAC industries, offering a vast product catalog.

FINANCIAL SUMMARY (JPY)

Year20222023202420252026CAGRTTM
Revenue289.1B316.9B345.4B384.0B417.0B9.6%438.4B
EPS (JPY)110.03138.75139.68166.92208.4917.3%202.94
Shares112.8M111.3M112.0M112.2M112.3M-0.5%112.3M
Debt343.0M382.0M413.0M232.0M247.0M-7.9%240.7M
Equity141.3B151.2B162.3B173.0B197.4B8.7%—
Op CF11.0B2.7B15.1B23.3B26.9B24.9%25.8B
Inv CF-5.3B-15.5B-577.0M-10.5B-6.6B——
Fin CF-6.3B-6.0B-7.0B-8.4B-10.3B——
Loading 1Y...
PRICE (1Y)+5.7%
18.7319.0819.4319.7920.14Aug 3Aug 25Sep 15
SMA 50SMA 200

Close
$19.80
RSI (14)
57.0
52W High
$20.48
From 52W High
1.0%

SCORE BREAKDOWN

Quality
77
ROIC
14.9%76.0
ROE
14.0%72.1
GP/Assets
28.7%75.9
Op. Margin
9.6%57.8
FCF/Assets
6.1%70.3
Piotroski
786.1
Int. Cover
50.0x88.5
D/E Ratio
0.00x96.4
Current Ratio
2.29x69.8
Value
63
P/E (TTM)
14.9x64.0
EV/EBITDA
7.3x75.4
P/FCF
20.1x51.2
P/B
1.7x57.7
P/S
0.8x71.3
Div Yield
2.3%53.1
Momentum
81
52W High %
97%95.2
RS 6M
5%71.2
SMA 50/200
1.08x74.9
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
72%77.6

FUNDAMENTALS

Market Cap
$2.1B
P/E (Forward)
—
Gross Margin
17.9%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 9934.T are excluded.

TickerCompanyMkt CapStockRankSignal
9934.TInaba Denki Sangyo Co.,Ltd.(you)$2.1B99Strong Buy
3176.TSanyo Trading Co., Ltd.$430M96Strong Buy
3153.TYashima Denki Co., Ltd.$408M91Strong Buy
8052.TTsubakimoto Kogyo Co., Ltd.$338M91Strong Buy
9902.TNICHIDEN Corporation$553M81Strong Buy
8061.TSeika Corporation$695M76Buy
8103.TMeiwa Corporation$228M98Strong Buy
1736.TOtec Corporation$235M97Strong Buy
7128.TUNISOL Holdings Corporation$422M83Strong Buy
9845.TParker Corporation$221M92Strong Buy

Peer medians: ROE 9.8% · P/E 13.6x · Gross margin 24.9%

Inaba Denki Sangyo Co.,Ltd. (9934.T): Stock Score Summary

Inaba Denki Sangyo Co.,Ltd. (9934.T) has a MoatMap StockRank of 99/100 based on Quality (77/100), Value (63/100), and Momentum (81/100) factor scores. The current signal is STRONG BUY. Inaba Denki Sangyo, as a distributor of electrical equipment, is a direct beneficiary of the infrastructure build-out. Clustered director buying provides a signal of management confidence, though the low-margin distribution model requires constant scale to maintain ROIC.

Inaba Denki Sangyo Co.,Ltd. is a wholesaler and distributor of electrical construction materials, air conditioning equipment, and information/communication equipment in Japan. The company's competitive advantage stems from its extensive distribution network and long-standing relationships with manufacturers and contractors nationwide. It serves as a critical supply chain partner within the Japanese electrical and HVAC industries, offering a vast product catalog.

Key Financial Metrics

Price$19.80
Market Cap$2.1B
P/E (TTM)14.95
Price/Book1.66
Return on Equity14.0%
Return on Invested Capital14.9%
Debt/Equity0.00x
Gross Margin17.9%
Operating Margin9.6%
Revenue Growth29.3%
Dividend Yield2.3%
Free Cash Flow$107M

Inaba Denki Sangyo Co.,Ltd. operates in the Industrial Distribution industry, part of the Industrials sector (Japan).

Frequently Asked Questions

What is Inaba Denki Sangyo Co.,Ltd.’s (9934.T) StockRank?
MoatMap’s StockRank for Inaba Denki Sangyo Co.,Ltd. (9934.T) is 99/100, with a Strong Buy signal. It is a composite of Quality (77), Value (63), and Momentum (81) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Inaba Denki Sangyo Co.,Ltd. have an economic moat?
Inaba Denki Sangyo Co.,Ltd. (9934.T) has a Quality factor score of 77/100. 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 Inaba Denki Sangyo Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Inaba Denki Sangyo Co.,Ltd. (9934.T) is Strong Buy, based on a StockRank of 99/100. 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 Inaba Denki Sangyo Co.,Ltd. in?
Inaba Denki Sangyo Co.,Ltd. (9934.T) operates in the Industrials sector, specifically the Industrial Distribution industry (Japan).
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