C.S. Lumber
Market Cap
JP¥2.9b
Last Updated
2020/02/16 16:06 UTC
Data Sources
Company Financials +
Executive Summary
C.S. Lumber Co., Inc manufactures and sells timber, building materials, and sub-materials in Japan.
Rewards
Risk Analysis
Earnings are forecast to decline by an average of -2.4% per year for the next 3 years
+ 3 more risks
Snowflake Analysis
Good value with proven track record.
Share Price & News
How has C.S. Lumber's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: 7808's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
-5.2%
7808
-4.4%
JP Forestry
-1.5%
JP Market
1 Year Return
61.5%
7808
-8.1%
JP Forestry
8.7%
JP Market
Return vs Industry: 7808 exceeded the JP Forestry industry which returned -8.1% over the past year.
Return vs Market: 7808 exceeded the JP Market which returned 8.7% over the past year.
Shareholder returns
| 7808 | Industry | Market | |
|---|---|---|---|
| 7 Day | -5.2% | -4.4% | -1.5% |
| 30 Day | -6.4% | -2.3% | -1.4% |
| 90 Day | 39.6% | -6.7% | 0.7% |
| 1 Year | 65.0%61.5% | -6.4%-8.1% | 11.4%8.7% |
| 3 Year | n/a | 2.8%-2.4% | 19.8%11.7% |
| 5 Year | n/a | 19.0%8.4% | 31.3%17.6% |
Price Volatility Vs. Market
How volatile is C.S. Lumber's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
A Rising Share Price Has Us Looking Closely At C.S. Lumber Co., Inc's (TYO:7808) P/E Ratio2 weeks ago | Simply Wall St
Does C.S. Lumber (TYO:7808) Have A Healthy Balance Sheet?1 month ago | Simply Wall St
What Is C.S. Lumber's (TYO:7808) P/E Ratio After Its Share Price Rocketed?Valuation
Is C.S. Lumber undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: 7808 (¥1615) is trading below our estimate of fair value (¥4511.95)
Significantly Below Fair Value: 7808 is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: 7808 is good value based on its PE Ratio (5.3x) compared to the Forestry industry average (10.8x).
PE vs Market: 7808 is good value based on its PE Ratio (5.3x) compared to the JP market (15.7x).
Price to Earnings Growth Ratio
PEG Ratio: 7808's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: 7808 is overvalued based on its PB Ratio (1.1x) compared to the JP Forestry industry average (0.8x).
Next Steps
Future Growth
How is C.S. Lumber forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
-2.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 7808's earnings are forecast to decline over the next 3 years (-2.4% per year).
Earnings vs Market: 7808's earnings are forecast to decline over the next 3 years (-2.4% per year).
High Growth Earnings: 7808's earnings are forecast to decline over the next 3 years.
Revenue vs Market: 7808's revenue is expected to decline over the next 3 years (-1.5% per year).
High Growth Revenue: 7808's revenue is forecast to decline over the next 3 years (-1.5% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if 7808's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has C.S. Lumber performed over the past 5 years?
17.4%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: 7808 has a high level of non-cash earnings.
Growing Profit Margin: 7808's current net profit margins (3.3%) are higher than last year (2.1%).
Past Earnings Growth Analysis
Earnings Trend: 7808's earnings have grown by 17.4% per year over the past 5 years.
Accelerating Growth: 7808's earnings growth over the past year (84.1%) exceeds its 5-year average (17.4% per year).
Earnings vs Industry: 7808 earnings growth over the past year (84.1%) exceeded the Forestry industry 33.5%.
Return on Equity
High ROE: Whilst 7808's Return on Equity (20.09%) is high, this metric is skewed due to their high level of debt.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is C.S. Lumber's financial position?
Financial Position Analysis
Short Term Liabilities: 7808's short term assets (¥5.4B) do not cover its short term liabilities (¥5.6B).
Long Term Liabilities: 7808's short term assets (¥5.4B) exceed its long term liabilities (¥5.1B).
Debt to Equity History and Analysis
Debt Level: 7808's debt to equity ratio (209.8%) is considered high.
Reducing Debt: Insufficient data to determine if 7808's debt to equity ratio has reduced over the past 5 years.
Debt Coverage: 7808's debt is not well covered by operating cash flow (17.5%).
Interest Coverage: 7808's interest payments on its debt are well covered by EBIT (11.8x coverage).
Balance Sheet
Inventory Level: 7808 has a high level of physical assets or inventory.
Debt Coverage by Assets: 7808's debt is not covered by short term assets (assets are 0.9x debt).
Next Steps
Dividend
What is C.S. Lumber's current dividend yield, its reliability and sustainability?
1.36%
Current Dividend Yield
Upcoming Dividend Payment
Purchase C.S. Lumber before the 'Buy Limit' to receive their next dividend payment.
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: 7808's dividend (1.36%) is higher than the bottom 25% of dividend payers in the JP market (1.35%).
High Dividend: 7808's dividend (1.36%) is low compared to the top 25% of dividend payers in the JP market (3.03%).
Stability and Growth of Payments
Stable Dividend: 7808 has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: 7808 has only been paying a dividend for 2 years, and since then payments have fallen.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (14.4%), 7808's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
CEO
C.S. Lumber has no CEO, or we have no data on them.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 9.9%.
Top Shareholders
Company Information
C.S. Lumber Co., Inc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: C.S. Lumber Co., Inc
- Ticker: 7808
- Exchange: JASDAQ
- Founded: 1984
- Industry: Forest Products
- Sector: Materials
- Market Cap: JP¥2.932b
- Shares outstanding: 1.82m
- Website: https://www.c-s-lumber.co.jp
Number of Employees
Location
- C.S. Lumber Co., Inc
- 1-16-3 Makuhari-Hongo Aiba Building
- Chiba
- Chiba
- 262-0033
- Japan
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| 7808 | JASDAQ (TSE JASDAQ) | Yes | Common Shares | JP | JPY | Nov 2017 |
Biography
C.S. Lumber Co., Inc manufactures and sells timber, building materials, and sub-materials in Japan. It also operates as a general wooden building contractor; constructs standard wooden houses; transports pre-cut products; leases and manages real estate properties; and provides real estate brokerage services. The company was founded in 1984 and is headquartered in Chiba, Japan.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/02/16 16:06 |
| End of Day Share Price | 2020/02/14 00:00 |
| Earnings | 2019/05/31 |
| Annual Earnings | 2019/05/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.