Sundrug Co.,Ltd. (SDGCF)
ValueMarkers Composite Index
57% below intrinsic value ($0)
Sundrug Co.,Ltd. (SDGCF) — VMCI valuation read
Headline read on SDGCF: VMCI of 69/100 versus a Healthcare sector median of 50. The 19-point above-median position is what makes Sundrug Co.,Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on SDGCF: 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 SDGCF: value (SDGCF trades at 25.0x earnings, 39% above the Healthcare median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Healthcare median (10.0%)), and risk (net debt to EBITDA of 1.7x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Healthcare 12.0x baseline.
SDGCF rose 1.4% over the trailing 7 days, with a -16.5% read on a 30-day basis.
Sundrug Co.,Ltd. operates and manages drug stores and dispensing pharmacies in Japan. It also operates discount stores that offers food, cosmetics, home appliances, clothing, car supplies, sports and goods, alcoholic beverages, and pharmaceutical products, as well as fresh food, kerosene, etc. The company was founded in 1957 and is headquartered in Fuchu, Japan.
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