
Toyo Seikan Group Holdings, Ltd. (5901.T)
ValueMarkers Composite Index
44% below intrinsic value ($41)
Toyo Seikan Group Holdings, Ltd. (5901.T) — VMCI valuation read
The headline on Toyo Seikan Group Holdings, Ltd. (5901.T) is a 50/100 VMCI score, set against a Consumer Cyclical sector median of 50. That 0-point below-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value drag is in the data.
5901.T insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** 5901.T trades at 17.0x earnings, 6% below the Consumer Cyclical median of 18.0x sets the value side. ROIC of 19.0% sits 9.0pp above the Consumer Cyclical median (10.0%) sets the quality side. Net debt to EBITDA of -2.3x leaves covenant headroom sets the risk side, the three lines a value buyer reads first on 5901.T.
5901.T fell 3.8% over the trailing 7 days, with a -4.8% read on a 30-day basis.
Toyo Seikan Group Holdings, Ltd. manufactures and sells packaging containers in Japan and internationally. The company operates through four segments: Packaging Business, Steel Plate Related Business, Functional Materials Related Business, and Real Estate Related Business. It offers packaging containers, such as metal cans, plastic containers, caps, pouches, bottles, paper containers, glass bottles, and aerosol products, as well as packaging-related machinery and equipment. The company also provides steel plate related products, such as materials for cans, electrical and electronic components, automobile and industry machinery parts, and household electric appliances, as well as construction materials. In addition, it offers functional materials comprising aluminum substrates for magnetic disks; tin plates, thin plates, and various surface-treated steel sheets and various functional materials; steel bands, automatic binders, and hard alloys; frit products, inorganic color pigments, gel coats, and composite micronutrient fertilizers; and synthetic resins and FRP materials. Further, the company provides hard alloys, machinery and appliances, materials for agriculture, and stamping dies for car bodies and various molds. Additionally, it is involved in the manufactures and sale of filling equipment, canning machinery, bottling machinery, food processing machinery, and bottled water related materials; sale of petroleum products and silica sands; leasing of properties comprising office buildings and commercial facilities; trucking, yard operation contracting, warehousing, non-life insurance agency, and real estate management businesses; and provision of marine transport and harbor transport, custom agent, employee welfare facilities and other, and tourism services. The company was formerly known as Toyo Seikan Kaisha, Ltd. and changed its name to Toyo Seikan Group Holdings, Ltd. in April 2013. The company was founded in 1917 and is headquartered in Tokyo, Japan.
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