Obermatt

Taiyo Holdings

TYO:4626 · JP3449100001
ChemicalsMedium

360

68
EV / EBIT25
Price / Owner Earnings38
Owner Earnings Yield67
Dividend Yield89
Price/Sales3
EV / Gross Profit28
Price/Book1
Return on Capital86
Cash Return on Capital100
Return on Equity94
EBIT Margin95
Gross Profitability95
Cash Conversion27
Accruals47
Owner Earnings Margin98
Sales growth30
Profit Growth91
Long-Term EPS Growth31
Reinvestment59
Price momentum75
Debt load43
Refinancing19
Debt Payback67
Liquidity90
Analyst ratings1
Opinion Changes50
Price Target Upside4
Market mood64
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Taiyo Holdings generates returns well above its cost of capital, the foundation of durable shareholder value.

Based on 3/5 components.

Profile

CountryJapan
IndustryChemicals
SizeMedium
TypePublic Company
ExchangeTSE
Founded1953
Employees22
ISINJP3449100001
Last UpdateApr 2, 2026
Index & Theme
CleanTechChemicalManufacturingSemiconductor

Description

Analysis

Beloved champion

Taiyo Holdings Co., Ltd. is a beloved champion: its quality is genuine, and the market already prices it as exceptional. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is fair. You pay 21.4× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone.

The trajectory is moderate and the balance sheet is sturdy. The company scores 20/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
20
2023202420252026

All-time high

86

Jan 2024

All-time low

4

Jan 2023

Average rank

32

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
3
20
32
29
Price/Earnings
34
40
61
27
Price/Book
1
15
30
21
Dividend Yield
89
36
38
51
Value (overall)
12
21
39
27

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →