Sekisui Chemical Co., Ltd. (4204.T)
ValueMarkers Composite Index
24% below intrinsic value ($23)
Sekisui Chemical Co., Ltd. (4204.T) — VMCI valuation read
4204.T screens at VMCI 63/100, a 13-point gap above the Industrials sector median (50). For a mid-cap Sekisui Chemical Co., Ltd. share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.
4204.T has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.
**Investor frame.** Value: 4204.T trades at 18.0x earnings, 0% above the Industrials median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Industrials group. Quality: ROIC of 16.0% sits 6.0pp above the Industrials median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 1.8x is the rate-sensitivity line to watch, which sets the rate-cycle exposure for Sekisui Chemical Co., Ltd..
4204.T fell 1.3% over the trailing 7 days, with a -23.5% read on a 30-day basis.
Sekisui Chemical Co., Ltd. engages in housing, urban infrastructure and environmental products (UIEP), high-performance plastics (HPP), and medical businesses. The Housing segment engages in the manufacturing, construction, sale, refurbishing, and other operations related to unit housing, real estate, and residential service business. The UIEP segment manufactures, constructs, and sells PVC pipes and joints, polyethylene pipes and joints, pipe and drain renewal materials and construction methods, reinforced plastic pipe, construction materials, and fiber-reinforced foamed urethane. The HPP segment engages in the manufacture and sale of interlayer films for laminated glass, polyolefin foam, tape, LCD fine particles and photosensitive materials, functional resin for infrastructure, diagnostic drugs, and other products. The Medical segment manufactures and sells diagnostic reagents, analyzers, pharmaceutical ingredients, and intermediates. It operates in Japan, the United States, Europe, Asia, and internationally. The company was formerly known as Sekisui Sangyo Co., Ltd. and changed its name to Sekisui Chemical Co., Ltd. in 1948. Sekisui Chemical Co., Ltd. was incorporated in 1947 and is headquartered in Osaka, Japan.
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