Tohto Suisan Co., Ltd. (8038.T)

Tohto Suisan Co., Ltd. (8038.T) — VMCI valuation read

Composite valuation read on 8038.T: VMCI 54/100 against a Consumer Defensive sector median of 50. The 4-point above-median print is the headline number for Tohto Suisan Co., Ltd., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for 8038.T: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on 8038.T: 8038.T trades at 27.0x earnings, 50% above the Consumer Defensive median of 18.0x; ROIC of 9.0% trails the Consumer Defensive median (10.0%) by 1.0pp; net debt to EBITDA of 2.1x is the rate-sensitivity line to watch. EV/EBITDA at 14.0x versus 12.0x for Consumer Defensive closes the value frame.

8038.T rose 1.0% over the trailing 7 days, with a -11.6% read on a 30-day basis.