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Updated 23m ago
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Taiheiyo Cement CorporationTSE:5233 Stock Report

Market Cap JP¥442.5b
Updated 23m ago
Share Price
n/a
1Y-1.4%
7D-1.3%
1D0.07%
Portfolio Value
​
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Taiheiyo Cement Corporation

TSE:5233 Stock Report

Market Cap: JP¥442.5b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Taiheiyo Cement (5233) Stock Overview

Engages in the cement, mineral resources, environmental, construction materials, and other businesses in Japan, the United States, and internationally. More details

5233 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance1/6
Financial Health3/6
Dividends4/6

Rewards

Trading at 2.5% below our estimate of its fair value

Earnings are forecast to grow 17.59% per year

Risk Analysis

Has a high level of debt

Dividend of 2.95% is not well covered by free cash flows

Large one-off items impacting financial results

Profit margins (3%) are lower than last year (5.6%)


5233 Community Fair Values

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JP¥
Current Price
JP¥4.06k1.9% undervalued intrinsic discount
%/yr
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PastFuture-33b1t2016201920222025202620282031Revenue JP¥1.2tEarnings JP¥36.5b
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Taiheiyo Cement Corporation Competitors

Sumitomo Osaka Cement

Symbol: TSE:5232
Market cap: JP¥177.2b

Mitani Sekisan

Symbol: TSE:5273
Market cap: JP¥140.4b

Maeda Kosen

Symbol: TSE:7821
Market cap: JP¥127.7b

Shinagawa Refra

Symbol: TSE:5351
Market cap: JP¥92.0b

Price History & Performance

Summary of share price highs, lows and changes for Taiheiyo Cement
Historical stock prices
Current Share PriceJP¥4,061.00
52 Week HighJP¥4,968.00
52 Week LowJP¥3,265.00
Beta0.68
1 Month Change-4.56%
3 Month Change-3.33%
1 Year Change-1.38%
3 Year Change43.60%
5 Year Change61.99%
Change since IPO-40.72%

Recent News & Updates

Recent updates

Analysis Article • May 19

Taiheiyo Cement's (TSE:5233) Soft Earnings Are Actually Better Than They Appear

The market was pleased with the recent earnings report from Taiheiyo Cement Corporation ( TSE:5233 ), despite the...
Analysis Article • Feb 16

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥50.00

Taiheiyo Cement Corporation ( TSE:5233 ) will pay a dividend of ¥50.00 on the 30th of June. Based on this payment, the...
Analysis Article • Jan 26

Here's What To Make Of Taiheiyo Cement's (TSE:5233) Decelerating Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article • Jan 06

Potential Upside For Taiheiyo Cement Corporation (TSE:5233) Not Without Risk

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
Analysis Article • Dec 17

Taiheiyo Cement (TSE:5233) Has Announced A Dividend Of ¥50.00

Taiheiyo Cement Corporation ( TSE:5233 ) will pay a dividend of ¥50.00 on the 30th of June. Based on this payment, the...
Analysis Article • Dec 03

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥50.00

Taiheiyo Cement Corporation's ( TSE:5233 ) investors are due to receive a payment of ¥50.00 per share on 30th of June...
Analysis Article • Nov 11

Taiheiyo Cement (TSE:5233) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article • Oct 12

Return Trends At Taiheiyo Cement (TSE:5233) Aren't Appealing

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Analysis Article • Sep 17

Taiheiyo Cement (TSE:5233) Is Increasing Its Dividend To ¥50.00

Taiheiyo Cement Corporation's ( TSE:5233 ) dividend will be increasing from last year's payment of the same period to...
Analysis Article • Aug 30

Market Cool On Taiheiyo Cement Corporation's (TSE:5233) Earnings

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
Analysis Article • Aug 11

Taiheiyo Cement's (TSE:5233) Dividend Will Be Increased To ¥50.00

Taiheiyo Cement Corporation's ( TSE:5233 ) dividend will be increasing from last year's payment of the same period to...
Analysis Article • Aug 10

Taiheiyo Cement Corporation (TSE:5233) Shares Could Be 47% Below Their Intrinsic Value Estimate

TSE:5233 1 Year Share Price vs Fair Value Explore Taiheiyo Cement's Fair Values from the Community and select yours Key...
Analysis Article • Jul 24

Taiheiyo Cement (TSE:5233) Will Pay A Larger Dividend Than Last Year At ¥50.00

Taiheiyo Cement Corporation ( TSE:5233 ) will increase its dividend from last year's comparable payment on the 3rd of...
Analysis Article • Jul 10

Taiheiyo Cement (TSE:5233) Has Announced That It Will Be Increasing Its Dividend To ¥50.00

Taiheiyo Cement Corporation's ( TSE:5233 ) dividend will be increasing from last year's payment of the same period to...
Analysis Article • Jun 21

We Think Taiheiyo Cement (TSE:5233) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article • Mar 20

Are Investors Undervaluing Taiheiyo Cement Corporation (TSE:5233) By 29%?

Key Insights Taiheiyo Cement's estimated fair value is JP¥5,683 based on 2 Stage Free Cash Flow to Equity Taiheiyo...
Analysis Article • Mar 03

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥40.00

The board of Taiheiyo Cement Corporation ( TSE:5233 ) has announced that it will pay a dividend of ¥40.00 per share on...
Analysis Article • Feb 17

Taiheiyo Cement (TSE:5233) Has Announced A Dividend Of ¥40.00

Taiheiyo Cement Corporation's ( TSE:5233 ) investors are due to receive a payment of ¥40.00 per share on 30th of June...
Analysis Article • Feb 07

Is Taiheiyo Cement (TSE:5233) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article • Jan 23

Taiheiyo Cement (TSE:5233) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article • Dec 01

Taiheiyo Cement Corporation (TSE:5233) Shares Could Be 33% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Taiheiyo Cement fair value estimate is JP¥5,687 Current share...
Analysis Article • Nov 08

Does Taiheiyo Cement (TSE:5233) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article • Oct 24

Taiheiyo Cement (TSE:5233) Might Be Having Difficulty Using Its Capital Effectively

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Analysis Article • Oct 08

What You Can Learn From Taiheiyo Cement Corporation's (TSE:5233) P/S

It's not a stretch to say that Taiheiyo Cement Corporation's ( TSE:5233 ) price-to-sales (or "P/S") ratio of 0.4x right...
Analysis Article • Sep 02

Is It Time To Consider Buying Taiheiyo Cement Corporation (TSE:5233)?

Taiheiyo Cement Corporation ( TSE:5233 ), might not be a large cap stock, but it saw significant share price movement...
Analysis Article • Aug 17

Is There An Opportunity With Taiheiyo Cement Corporation's (TSE:5233) 37% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Taiheiyo Cement fair value estimate is JP¥5,582 Taiheiyo...
Analysis Article • Aug 02

We Think Taiheiyo Cement (TSE:5233) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article • Jul 18

Taiheiyo Cement (TSE:5233) Will Want To Turn Around Its Return Trends

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analysis Article • Jun 20

Taiheiyo Cement Corporation's (TSE:5233) Popularity With Investors Is Clear

There wouldn't be many who think Taiheiyo Cement Corporation's ( TSE:5233 ) price-to-sales (or "P/S") ratio of 0.5x is...
Analysis Article • Apr 24

Estimating The Fair Value Of Taiheiyo Cement Corporation (TSE:5233)

Key Insights The projected fair value for Taiheiyo Cement is JP¥3,874 based on 2 Stage Free Cash Flow to Equity...
Analysis Article • Apr 09

Is There Now An Opportunity In Taiheiyo Cement Corporation (TSE:5233)?

Taiheiyo Cement Corporation ( TSE:5233 ), is not the largest company out there, but it received a lot of attention from...
Analysis Article • Mar 15

Be Wary Of Taiheiyo Cement (TSE:5233) And Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article • Feb 29

There's Reason For Concern Over Taiheiyo Cement Corporation's (TSE:5233) Price

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Basic Materials industry in Japan, you could be...

Shareholder Returns

5233JP Basic MaterialsJP Market
7D-1.3%-1.1%-1.7%
1Y-1.4%2.3%26.7%

Return vs Industry: 5233 underperformed the JP Basic Materials industry which returned 2.3% over the past year.

Return vs Market: 5233 underperformed the JP Market which returned 26.7% over the past year.

Price Volatility

Is 5233's price volatile compared to industry and market?
5233 volatility
5233 Average Weekly Movement4.5%
Basic Materials Industry Average Movement3.3%
Market Average Movement3.9%
10% most volatile stocks in JP Market8.8%
10% least volatile stocks in JP Market2.0%

Stable Share Price: 5233 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 5233's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
188112,626Yoshifumi Taurawww.taiheiyo-cement.co.jp

Taiheiyo Cement Corporation engages in the cement, mineral resources, environmental, construction materials, and other businesses in Japan, the United States, and internationally. Its Cement segment offers ordinary portland cement, specialty cement, soil stabilizers, and ready-mixed concrete. The Mineral Resources segment sells limestone aggregate products comprising course and fine aggregate used in ready-mixed concrete, and aggregate used in concrete products and civil engineering; sandstone and andesite as aggregate materials; quicklime, slaked lime, filler, silica, and silica powder; and hollow ceramics, sepiolite, wollastonite, and kaolin.

Taiheiyo Cement Corporation Fundamentals Summary

How do Taiheiyo Cement's earnings and revenue compare to its market cap?
5233 fundamental statistics
Market capJP¥442.50b
Earnings (TTM)JP¥26.93b
Revenue (TTM)JP¥909.17b
16.4x
P/E Ratio
0.5x
P/S Ratio

Is 5233 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
5233 income statement (TTM)
RevenueJP¥909.17b
Cost of RevenueJP¥682.04b
Gross ProfitJP¥227.13b
Other ExpensesJP¥200.20b
EarningsJP¥26.93b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

Nov 10, 2026

Earnings per share (EPS)247.10
Gross Margin24.98%
Net Profit Margin2.96%
Debt/Equity Ratio73.7%

How did 5233 perform over the long term?

See historical performance and comparison

Dividends

3.0%
Current Dividend Yield
41%
Payout Ratio

Does 5233 pay a reliable dividends?

See 5233 dividend history and benchmarks
When do you need to buy 5233 by to receive an upcoming dividend?
Taiheiyo Cement dividend dates
Ex Dividend DateSep 29 2026
Dividend Pay DateDec 02 2026
Days until Ex dividend16 days
Days until Dividend pay date80 days

Does 5233 pay a reliable dividends?

See 5233 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/12 20:09
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Taiheiyo Cement Corporation is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kyoji ChibaBofA Global Research
Tatsuro OchiCitigroup Inc
Joshua BennisonCLSA

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