Stock SKHSY SEKISUI HOUSE, LTD.
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Financials Sekisui House, Ltd. OTC Markets

Equities

SKHSY

US8160783077

Homebuilding

Delayed OTC Markets
Other stock markets
 10:42:37 2024-07-16 am EDT 		5-day change 1st Jan Change
23.94 USD +0.29% Intraday chart for Sekisui House, Ltd. +7.94% +7.89%
May. 29 Sekisui House REIT to Acquire Luxury Apartment Complex in Seattle for 51 Billion Yen MT
May. 29 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 1,613,553 1,374,724 1,561,723 1,622,812 2,168,661 2,442,643 - -
Enterprise Value (EV) 1 1,608,025 1,329,644 1,588,449 1,874,448 2,626,308 3,659,664 3,588,267 3,502,503
P/E ratio 11.5 x 11.1 x 10.2 x 8.86 x 10.8 x 11.2 x 10.2 x 9.31 x
Yield 3.43% 4.16% 3.89% 4.49% 3.67% 3.54% 3.9% 4.27%
Capitalization / Revenue 0.67 x 0.56 x 0.6 x 0.55 x 0.7 x 0.64 x 0.56 x 0.54 x
EV / Revenue 0.67 x 0.54 x 0.61 x 0.64 x 0.85 x 0.96 x 0.82 x 0.77 x
EV / EBITDA 7.09 x 6.39 x 6.25 x 6.5 x 8.79 x 10.9 x 8.97 x 8.11 x
EV / FCF 5.54 x 13.8 x 367 x 62.2 x -37 x -6.04 x 171 x 17.5 x
FCF Yield 18.1% 7.25% 0.27% 1.61% -2.7% -16.5% 0.59% 5.73%
Price to Book 1.27 x 1.04 x 1.06 x 0.99 x 1.24 x 1.27 x 1.19 x 1.1 x
Nbr of stocks (in thousands) 683,419 680,894 674,756 662,102 647,942 648,088 - -
Reference price 2 2,361 2,019 2,314 2,451 3,347 3,711 3,711 3,711
Announcement Date 3/5/20 3/4/21 3/10/22 3/9/23 3/7/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: January 2020 2021 2022 2023 2024 2025 2026 2027
Net sales 1 2,415,186 2,446,904 2,589,579 2,928,835 3,107,242 3,818,339 4,358,753 4,525,265
EBITDA 1 226,774 208,219 254,229 288,200 298,701 335,935 399,912 432,034
EBIT 1 205,256 186,519 230,160 261,489 270,956 304,149 364,233 394,430
Operating Margin 8.5% 7.62% 8.89% 8.93% 8.72% 7.97% 8.36% 8.72%
Earnings before Tax (EBT) 1 211,383 185,494 234,334 267,710 288,958 303,772 336,572 363,072
Net income 1 141,256 123,542 153,905 184,520 202,325 214,764 236,438 256,739
Net margin 5.85% 5.05% 5.94% 6.3% 6.51% 5.62% 5.42% 5.67%
EPS 2 205.8 181.2 227.4 276.6 309.3 331.4 365.5 398.7
Free Cash Flow 1 290,511 96,400 4,328 30,134 -71,026 -605,450 21,025 200,550
FCF margin 12.03% 3.94% 0.17% 1.03% -2.29% -15.86% 0.48% 4.43%
FCF Conversion (EBITDA) 128.11% 46.3% 1.7% 10.46% - - 5.26% 46.42%
FCF Conversion (Net income) 205.66% 78.03% 2.81% 16.33% - - 8.89% 78.11%
Dividend per Share 2 81.00 84.00 90.00 110.0 123.0 131.5 144.8 158.5
Announcement Date 3/5/20 3/4/21 3/10/22 3/9/23 3/7/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: January 2020 S2 2021 S1 2021 S2 2022 S1 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 2026 Q2
Net sales 1 1,207,351 1,167,986 1,278,918 1,223,605 744,767 1,365,974 743,671 679,971 1,423,642 706,436 798,757 1,505,193 708,280 754,163 1,462,443 727,065 917,734 1,644,799 777,052 906,073 1,647,366 878,304 1,248,213 2,142,769 - -
EBITDA - - - - - - - - - - - - - - - - - - - - - - - - - -
EBIT 1 92,215 92,644 93,875 109,693 61,935 120,467 87,769 58,659 146,428 56,071 58,990 115,061 55,736 69,182 124,918 61,770 84,268 146,038 71,714 81,436 150,650 61,875 87,025 147,800 - -
Operating Margin 7.64% 7.93% 7.34% 8.96% 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% 9.23% 8.99% 9.14% 7.04% 6.97% 6.9% - -
Earnings before Tax (EBT) 1 - 89,210 - 111,216 60,752 123,118 83,589 69,619 153,208 63,176 51,326 - 61,608 73,504 135,112 64,527 89,319 - 70,863 80,137 143,000 65,000 87,000 - - -
Net income 1 63,812 59,442 64,100 72,552 38,010 81,353 57,485 46,583 104,068 45,747 34,705 80,452 41,934 50,560 92,494 49,395 60,436 109,831 50,427 52,559 105,300 42,046 68,406 103,490 - -
Net margin 5.29% 5.09% 5.01% 5.93% 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% 6.49% 5.8% 6.39% 4.79% 5.48% 4.83% - -
EPS 2 - 87.10 - 106.9 56.31 120.5 85.40 69.66 155.1 68.99 52.53 - 63.33 76.98 140.3 75.98 93.00 - 77.83 76.79 158.2 54.91 121.0 - - -
Dividend per Share 2 - 45.00 - 43.00 47.00 47.00 - 52.00 52.00 - - - - 59.00 59.00 - 64.00 64.00 - 65.25 - - 68.25 - - 79.00
Announcement Date 3/5/20 9/10/20 3/4/21 9/9/21 3/10/22 3/10/22 6/9/22 9/8/22 9/8/22 12/8/22 3/9/23 3/9/23 6/8/23 9/7/23 9/7/23 12/7/23 3/7/24 3/7/24 6/6/24 - - - - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: January 2020 2021 2022 2023 2024 2025 2026 2027
Net Debt 1 - - 26,726 251,636 457,647 1,217,022 1,145,625 1,059,860
Net Cash position 1 5,528 45,080 - - - - - -
Leverage (Debt/EBITDA) - - 0.1051 x 0.8731 x 1.532 x 3.623 x 2.865 x 2.453 x
Free Cash Flow 1 290,511 96,400 4,328 30,134 -71,026 -605,450 21,025 200,550
ROE (net income / shareholders' equity) 11.5% 9.5% 11% 11.9% 11.9% 11.7% 12.1% 12.3%
ROA (Net income/ Total Assets) 8.48% 7.02% 8.48% 8.86% 8.44% 6.76% 6.77% 7.05%
Assets 1 1,666,702 1,759,384 1,815,020 2,083,061 2,398,628 3,177,520 3,494,596 3,641,880
Book Value Per Share 2 1,853 1,948 2,184 2,466 2,708 2,918 3,126 3,371
Cash Flow per Share 2 237.0 213.0 263.0 317.0 352.0 -555.0 452.0 495.0
Capex 1 73,255 96,609 89,512 95,330 86,709 140,155 92,454 93,704
Capex / Sales 3.03% 3.95% 3.46% 3.25% 2.79% 3.67% 2.12% 2.07%
Announcement Date 3/5/20 3/4/21 3/10/22 3/9/23 3/7/24 - - -
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
8
Last Close Price
3,711 JPY
Average target price
3,933 JPY
Spread / Average Target
+5.99%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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