Obermatt

Sumitomo Bakelite

TYO:4203 · JP3409400003
ChemicalsLarge

360

89
EV / EBIT61
Price / Owner Earnings47
Owner Earnings Yield92
Dividend Yield65
Price/Sales40
EV / Gross Profit70
Price/Book60
Return on Capital52
Cash Return on Capital71
Return on Equity52
EBIT Margin51
Gross Profitability51
Cash Conversion20
Accruals53
Owner Earnings Margin75
Sales growth46
Profit Growth55
Long-Term EPS Growth77
Owner Earnings Growth78
Reinvestment83
Price momentum82
Debt load72
Refinancing41
Debt Payback100
Liquidity76
Analyst ratings87
Opinion Changes50
Price Target Upside21
Market mood55
Value Creation12/20creating some value
  • 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

Sumitomo Bakelite clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryJapan
IndustryChemicals
SizeLarge
TypePublic Company
ExchangeTSE
Founded1932
Employees56
ISINJP3409400003
Last UpdateApr 2, 2026
Index & Theme
Bio-based and Renewable MaterialsInjection MoldingPackaging ServicesAdvanced MaterialsManufacturing

Description

Analysis

Middle-of-the-road

Sumitomo Bakelite Company Limited sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is fair. The owner-earnings multiple stands at 19.8×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 6% a year, against analyst forecasts of 16%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
87
2023202420252026

All-time high

98

Jan 2025

All-time low

63

Jan 2023

Average rank

86

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
40
31
36
39
Price/Earnings
45
71
64
35
Price/Book
60
28
37
51
Dividend Yield
65
45
28
46
Value (overall)
46
43
43
31

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 →