
Yuasa Trading Co., Ltd. (8074.T)
ValueMarkers Composite Index
17% below intrinsic value ($51)
Yuasa Trading Co., Ltd. (8074.T) — VMCI valuation read
Composite valuation read on 8074.T: VMCI 66/100 against a Industrials sector median of 50. The 16-point above-median print is the headline number for Yuasa Trading 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 8074.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 8074.T: 8074.T trades at 25.0x earnings, 39% above the Industrials median of 18.0x; ROIC of 17.0% sits 7.0pp above the Industrials median (10.0%); net debt to EBITDA of 1.6x is the rate-sensitivity line to watch. EV/EBITDA at 14.0x versus 12.0x for Industrials closes the value frame.
8074.T fell 3.4% over the trailing 7 days, with a -18.3% read on a 30-day basis.
Yuasa Trading Co., Ltd. engages in lifestyle and industry support businesses in Japan. Its Industrial Equipment & Tools division offers maintenance, repair, and operations products; and work tools, cutting tools, measuring equipment, control equipment, conducting equipment, robots, packaging/packing equipment, material handling equipment, utilities equipment, industrial photovoltaic power generation systems, etc. Its Machine Tools division provides industrial equipment, mold processing machinery, steel processing machinery, metal forming machinery/metal sheet machinery, process-support software, etc. Its Housing & Building Supplies division provides exterior housing materials, exterior materials, metallic construction materials, architectural hardware, civil engineering/road materials, landscaping materials, etc. The company's Air & Fluidic Control Systems division offers housing equipment, valves, pipes/joints, residential water systems, air-conditioning devices, pumps, lighting products, photovoltaic power generation systems, EcoCute, compressors, energy management systems, energy-saving consulting service, etc. Its Construction Machines division offers civil engineering/road construction machinery, power sources, welders, power generators, compressors, small construction equipment, submersible pumps, aerial work machinery, makeshift houses, etc.; sells industrial rental products for factories and warehouses; and exports and sells new and used construction machinery vehicles. Its Energy division offers oil products, consumer fuels, marine fuels, and industrial fuels. Its Consumer Products & Timber division develops, imports, and sells air-conditioning devices, such as fans and kotatsu table heaters; other seasonal products for home centers, electronic retail stores, and GMS; and humidifiers, cooking appliances, PB products, wood products, etc. The company was founded in 1666 and is headquartered in Tokyo, Japan.
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