Seiren Co.,Ltd. (SERNF)
ValueMarkers Composite Index
59% below intrinsic value ($0)
Seiren Co.,Ltd. (SERNF) — VMCI valuation read
SERNF screens at VMCI 70/100, a 20-point gap above the Consumer Cyclical sector median (50). For a mid-cap Seiren Co.,Ltd. share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.
SERNF has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.
**Investor frame.** Value: SERNF trades at 14.0x earnings, 22% below the Consumer Cyclical median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Cyclical group. Quality: ROIC of 16.0% sits 6.0pp above the Consumer Cyclical median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 0.8x leaves covenant headroom, which sets the rate-cycle exposure for Seiren Co.,Ltd..
SERNF rose 0.3% over the trailing 7 days, with a -6.7% read on a 30-day basis.
Seiren Co.,Ltd. plans, manufactures, and markets textile and chemical products, industrial machines, and electronic parts in Japan and internationally. The company operates through Automotive Upholstery Materials, Electronics Materials, High Fashion Materials, Environmental & Life Materials, and Medical Materials segments. The Automotive Upholstery Materials segment offers car seat cover, instrument panel (decorative), and airbag materials. The Electronics Materials segment provides electrically conductive and high-performance wiping cloth materials, high-strength yarns, and precision devices. The Environmental & Life Materials segment offers house exterior wall covering moisture-permeable waterproof sheet materials, office interior materials, civil engineering materials, and nursing care-related materials. The High Fashion Materials segment offers fashion clothing, sports outdoor clothing, and inner clothing materials. The Medical Materials segment provides cosmetics/pharmaceutical related, medical care, and nursing care materials. It also offers digital production systems; and civil engineering, construction, interior, and industrial materials The company was formerly known as Fukui Seiren Kako Co., Ltd. and changed its name to Seiren Co.,Ltd. in 1973. Seiren Co.,Ltd. was founded in 1889 and is headquartered in Tokyo, Japan.
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