Stock SPH SEKISUI HOUSE, LTD.
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Financials Sekisui House, Ltd. BOERSE MUENCHEN

Equities

SPH

US8160783077

Homebuilding

Market Closed - BOERSE MUENCHEN
Other stock markets
 01:13:42 01/06/2024 am IST 		5-day change 1st Jan Change
20.6 EUR -.--% Intraday chart for Sekisui House, Ltd. -1.90% +4.57%
29/05 Sekisui House REIT to Acquire Luxury Apartment Complex in Seattle for 51 Billion Yen MT
29/05 Sekisui House Asset Manager Acquiring Etsy Maison Minamigyotoku for 950 Million Yen MT

Valuation

Fiscal Period: January 2020 2021 2022 2023 2024 2025 2026 2027
Capitalization 1 16,13,553 13,74,724 15,61,723 16,22,812 21,68,661 22,88,563 - -
Enterprise Value (EV) 1 16,08,025 13,29,644 15,88,449 18,74,448 26,26,308 32,71,191 32,71,753 32,49,597
P/E ratio 11.5 x 11.1 x 10.2 x 8.86 x 10.8 x 11 x 9.95 x 9.24 x
Yield 3.43% 4.16% 3.89% 4.49% 3.67% 3.62% 3.99% 4.31%
Capitalization / Revenue 0.67 x 0.56 x 0.6 x 0.55 x 0.7 x 0.63 x 0.55 x 0.54 x
EV / Revenue 0.67 x 0.54 x 0.61 x 0.64 x 0.85 x 0.9 x 0.79 x 0.77 x
EV / EBITDA 7.09 x 6.39 x 6.25 x 6.5 x 8.79 x 10.2 x 8.65 x 8.21 x
EV / FCF 5.54 x 13.8 x 367 x 62.2 x -37 x -5.22 x 23.4 x 17.9 x
FCF Yield 18.1% 7.25% 0.27% 1.61% -2.7% -19.1% 4.27% 5.6%
Price to Book 1.27 x 1.04 x 1.06 x 0.99 x 1.24 x 1.22 x 1.14 x 1.06 x
Nbr of stocks (in thousands) 6,83,419 6,80,894 6,74,756 6,62,102 6,47,942 6,47,951 - -
Reference price 2 2,361 2,019 2,314 2,451 3,347 3,532 3,532 3,532
Announcement Date 05/03/20 04/03/21 10/03/22 09/03/23 07/03/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: January 2020 2021 2022 2023 2024 2025 2026 2027
Net sales 1 24,15,186 24,46,904 25,89,579 29,28,835 31,07,242 36,26,326 41,33,067 42,10,287
EBITDA 1 2,26,774 2,08,219 2,54,229 2,88,200 2,98,701 3,19,347 3,78,073 3,95,834
EBIT 1 2,05,256 1,86,519 2,30,160 2,61,489 2,70,956 2,93,372 3,45,198 3,66,871
Operating Margin 8.5% 7.62% 8.89% 8.93% 8.72% 8.09% 8.35% 8.71%
Earnings before Tax (EBT) 1 2,11,383 1,85,494 2,34,334 2,67,710 2,88,958 2,90,838 3,21,818 3,46,838
Net income 1 1,41,256 1,23,542 1,53,905 1,84,520 2,02,325 2,07,833 2,28,214 2,43,508
Net margin 5.85% 5.05% 5.94% 6.3% 6.51% 5.73% 5.52% 5.78%
EPS 2 205.8 181.2 227.4 276.6 309.3 321.7 355.1 382.4
Free Cash Flow 1 2,90,511 96,400 4,328 30,134 -71,026 -6,26,150 1,39,733 1,81,867
FCF margin 12.03% 3.94% 0.17% 1.03% -2.29% -17.27% 3.38% 4.32%
FCF Conversion (EBITDA) 128.11% 46.3% 1.7% 10.46% - - 36.96% 45.95%
FCF Conversion (Net income) 205.66% 78.03% 2.81% 16.33% - - 61.23% 74.69%
Dividend per Share 2 81.00 84.00 90.00 110.0 123.0 127.8 140.8 152.1
Announcement Date 05/03/20 04/03/21 10/03/22 09/03/23 07/03/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: January 2020 S2 2021 S1 2021 S2 2022 S1 2022 Q3 2022 Q4 2022 S2 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2023 S2 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4 2024 S2 2025 Q1 2025 Q2 2025 S1 2025 Q3 2025 Q4 2025 S2 2026 Q1
Net sales 1 12,07,351 11,67,986 12,78,918 12,23,605 6,21,207 7,44,767 13,65,974 7,43,671 6,79,971 14,23,642 7,06,436 7,98,757 15,05,193 7,08,280 7,54,163 14,62,443 7,27,065 9,17,734 16,44,799 8,08,661 8,90,531 16,10,000 8,87,971 10,66,890 21,59,800 -
EBITDA - - - - - - - - - - - - - - - - - - - - - - - - - -
EBIT 1 92,215 92,644 93,875 1,09,693 58,532 61,935 1,20,467 87,769 58,659 1,46,428 56,071 58,990 1,15,061 55,736 69,182 1,24,918 61,770 84,268 1,46,038 63,518 72,323 1,32,200 63,070 91,570 1,67,200 -
Operating Margin 7.64% 7.93% 7.34% 8.96% 9.42% 8.32% 8.82% 11.8% 8.63% 10.29% 7.94% 7.39% 7.64% 7.87% 9.17% 8.54% 8.5% 9.18% 8.88% 7.85% 8.12% 8.21% 7.1% 8.58% 7.74% -
Earnings before Tax (EBT) 1 - 89,210 - 1,11,216 62,366 60,752 1,23,118 83,589 69,619 1,53,208 63,176 51,326 - 61,608 73,504 1,35,112 64,527 89,319 - 59,900 79,500 1,27,400 61,500 84,500 - -
Net income 1 63,812 59,442 64,100 72,552 43,343 38,010 81,353 57,485 46,583 1,04,068 45,747 34,705 80,452 41,934 50,560 92,494 49,395 60,436 1,09,831 44,456 52,662 93,825 45,835 61,831 1,11,540 -
Net margin 5.29% 5.09% 5.01% 5.93% 6.98% 5.1% 5.96% 7.73% 6.85% 7.31% 6.48% 4.34% 5.34% 5.92% 6.7% 6.32% 6.79% 6.59% 6.68% 5.5% 5.91% 5.83% 5.16% 5.8% 5.16% -
EPS 2 - 87.10 - 106.9 64.16 56.31 120.5 85.40 69.66 155.1 68.99 52.53 - 63.33 76.98 140.3 75.98 93.00 - 70.53 78.21 137.2 66.59 98.16 - -
Dividend per Share 2 - 45.00 - 43.00 - 47.00 47.00 - 52.00 52.00 - - - - 59.00 59.00 - 64.00 - - 62.00 - - 64.00 - -
Announcement Date 05/03/20 10/09/20 04/03/21 09/09/21 09/12/21 10/03/22 10/03/22 09/06/22 08/09/22 08/09/22 08/12/22 09/03/23 09/03/23 08/06/23 07/09/23 07/09/23 07/12/23 07/03/24 07/03/24 - - - - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: January 2020 2021 2022 2023 2024 2025 2026 2027
Net Debt 1 - - 26,726 2,51,636 4,57,647 9,82,628 9,83,190 9,61,034
Net Cash position 1 5,528 45,080 - - - - - -
Leverage (Debt/EBITDA) - - 0.1051 x 0.8731 x 1.532 x 3.077 x 2.601 x 2.428 x
Free Cash Flow 1 2,90,511 96,400 4,328 30,134 -71,026 -6,26,150 1,39,733 1,81,867
ROE (net income / shareholders' equity) 11.5% 9.5% 11% 11.9% 11.9% 11.4% 11.7% 11.8%
ROA (Net income/ Total Assets) 8.48% 7.02% 8.48% 8.86% 8.44% 7.28% 7.48% 7.78%
Assets 1 16,66,702 17,59,384 18,15,020 20,83,061 23,98,628 28,56,812 30,53,031 31,31,941
Book Value Per Share 2 1,853 1,948 2,184 2,466 2,708 2,892 3,101 3,345
Cash Flow per Share 2 237.0 213.0 263.0 317.0 352.0 -807.0 456.0 498.0
Capex 1 73,255 96,609 89,512 95,330 86,709 98,750 97,500 98,750
Capex / Sales 3.03% 3.95% 3.46% 3.25% 2.79% 2.72% 2.36% 2.35%
Announcement Date 05/03/20 04/03/21 10/03/22 09/03/23 07/03/24 - - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Sekisui House, Ltd.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
9
Last Close Price
3,532 JPY
Average target price
3,709 JPY
Spread / Average Target
+5.01%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

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