Nishio Rent All Co., Ltd. (9699.T)
ValueMarkers Composite Index
89% below intrinsic value ($270)
Nishio Rent All Co., Ltd. (9699.T) — VMCI valuation read
Headline read on 9699.T: VMCI of 70/100 versus a Industrials sector median of 50. The 20-point above-median position is what makes Nishio Rent All Co., Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 9699.T: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on 9699.T: value (9699.T trades at 15.0x earnings, 17% below the Industrials median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Industrials median (10.0%)), and risk (net debt to EBITDA of -0.1x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Industrials 12.0x baseline.
9699.T rose 0.2% over the trailing 7 days, with a -15.0% read on a 30-day basis.
Nishio Rent All Co., Ltd. engages in the construction machinery rental business in Japan and internationally. It rents and sells lighting systems, unmanned construction support systems, asphalt finishers, motor graders, various rollers, small-sized compactors, generators, compressors, welders, and resistors for civil and road construction projects. The company also offers specialty equipment, such as tunneling work equipment, railroad tractors and battery motorized vehicles, construction wastewater treatment systems, shoring, quality assurance, and environmental protection equipment for civil work projects. In addition, it provides various aerial platforms, maintenance equipment, forklifts, tower cranes and work platforms, and unmanned transport vehicles for plant maintenance and building works; and equipment for exhibitions, and equipment and materials for outdoor events. Additionally, it undertakes the planning, manufacture, and sale of materials designed for indoor kids play facilities; and outdoor play equipment. The company also performs the operation, transport, leasing, and contracting of construction machinery; and designs and supervises the construction of electrical equipment, as well as offers parking lot and car maintenance services. It operates through 395 rental operation division; and 57 franchise operation chain stores in Japan. The company was incorporated in 1946 and is headquartered in Osaka, Japan.
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