Stock 1928 SEKISUI HOUSE, LTD.
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Financials Sekisui House, Ltd.

Equities

1928

JP3420600003

Homebuilding

Market Closed - Japan Exchange
Other stock markets
 11:30:00 02/05/2024 am IST 		5-day change 1st Jan Change
3,667 JPY +1.27% Intraday chart for Sekisui House, Ltd. +3.56% +17.08%
01/05 Maruenu Co.,Ltd. signed a stock transfer agreement to acquire 24.43% stake in Japan Power Fastening Co.,Ltd. from Sekisui House, Ltd. for approximately ¥440 million. CI
30/04 Sekisui House Reit Adapts to Market Changes with Shift in Portfolio Targets, Overseas Investment Strategy 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 23,76,003 - -
Enterprise Value (EV) 1 16,08,025 13,29,644 15,88,449 18,74,448 26,26,308 33,58,630 33,59,192 33,37,037
P/E ratio 11.5 x 11.1 x 10.2 x 8.86 x 10.8 x 11.5 x 10.5 x 9.69 x
Yield 3.43% 4.16% 3.89% 4.49% 3.67% 3.48% 3.79% 4.1%
Capitalization / Revenue 0.67 x 0.56 x 0.6 x 0.55 x 0.7 x 0.67 x 0.59 x 0.57 x
EV / Revenue 0.67 x 0.54 x 0.61 x 0.64 x 0.85 x 0.94 x 0.83 x 0.8 x
EV / EBITDA 7.09 x 6.39 x 6.25 x 6.5 x 8.79 x 10.6 x 8.98 x 8.43 x
EV / FCF 5.54 x 13.8 x 367 x 62.2 x -37 x -5.36 x 24 x 18.3 x
FCF Yield 18.1% 7.25% 0.27% 1.61% -2.7% -18.6% 4.16% 5.45%
Price to Book 1.27 x 1.04 x 1.06 x 0.99 x 1.24 x 1.27 x 1.18 x 1.1 x
Nbr of stocks (in thousands) 6,83,419 6,80,894 6,74,756 6,62,102 6,47,942 6,47,942 - -
Reference price 2 2,361 2,019 2,314 2,451 3,347 3,667 3,667 3,667
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 35,58,365 40,28,329 41,85,185
EBITDA 1 2,26,774 2,08,219 2,54,229 2,88,200 2,98,701 3,18,279 3,73,933 3,95,834
EBIT 1 2,05,256 1,86,519 2,30,160 2,61,489 2,70,956 2,90,382 3,39,620 3,66,810
Operating Margin 8.5% 7.62% 8.89% 8.93% 8.72% 8.16% 8.43% 8.76%
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 2,06,646 2,24,476 2,42,210
Net margin 5.85% 5.05% 5.94% 6.3% 6.51% 5.81% 5.57% 5.79%
EPS 2 205.8 181.2 227.4 276.6 309.3 320.1 349.7 378.3
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% -17.6% 3.47% 4.35%
FCF Conversion (EBITDA) 128.11% 46.3% 1.7% 10.46% - - 37.37% 45.95%
FCF Conversion (Net income) 205.66% 78.03% 2.81% 16.33% - - 62.25% 75.09%
Dividend per Share 2 81.00 84.00 90.00 110.0 123.0 127.5 138.9 150.3
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 7,64,500 8,96,750 16,10,000 8,73,750 10,65,150 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 62,958 71,102 1,32,200 62,682 90,925 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% 8.24% 7.93% 8.21% 7.17% 8.54% 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 41,564 55,258 93,825 46,843 61,102 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% 5.44% 6.16% 5.83% 5.36% 5.74% 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 - 65.22 82.68 137.2 66.84 97.84 - -
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 3.087 x 2.629 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 28,40,495 30,03,022 31,15,236
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% 2.78% 2.42% 2.36%
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
B+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
9
Last Close Price
3,667 JPY
Average target price
3,642 JPY
Spread / Average Target
-0.68%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Other Homebuilding

1st Jan change Capi.
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TAYLOR WIMPEY PLC Stock Taylor Wimpey plc
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+9.69% 6.14B
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+7.22% 6.05B
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