TSE:1925

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Daiwa House IndustryLtd

Executive Summary

Daiwa House Industry Co., Ltd. engages in the construction business worldwide. More Details


Snowflake Analysis

Fair value with mediocre balance sheet.


Similar Companies

Share Price & News

How has Daiwa House IndustryLtd's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: 1925 is not significantly more volatile than the rest of JP stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: 1925's weekly volatility (5%) has been stable over the past year.


Market Performance


7 Day Return

3.0%

1925

4.3%

JP Real Estate

3.2%

JP Market


1 Year Return

1.4%

1925

-6.8%

JP Real Estate

5.3%

JP Market

Return vs Industry: 1925 exceeded the JP Real Estate industry which returned -6.8% over the past year.

Return vs Market: 1925 underperformed the JP Market which returned 5.3% over the past year.


Shareholder returns

1925IndustryMarket
7 Day3.0%4.3%3.2%
30 Day25.8%19.6%12.2%
90 Day22.3%15.5%10.1%
1 Year5.5%1.4%-4.3%-6.8%7.9%5.3%
3 Year-7.3%-16.4%-5.9%-12.3%7.9%0.4%
5 Year18.2%0.9%0.6%-9.0%29.3%14.8%

Long-Term Price Volatility Vs. Market

How volatile is Daiwa House IndustryLtd's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Daiwa House IndustryLtd undervalued compared to its fair value and its price relative to the market?

12.82x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: 1925 (¥3441) is trading above our estimate of fair value (¥1029.5)

Significantly Below Fair Value: 1925 is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: 1925 is good value based on its PE Ratio (12.8x) compared to the JP Real Estate industry average (14.5x).

PE vs Market: 1925 is good value based on its PE Ratio (12.8x) compared to the JP market (17.3x).


Price to Earnings Growth Ratio

PEG Ratio: 1925 is good value based on its PEG Ratio (0.9x)


Price to Book Ratio

PB vs Industry: 1925's PB Ratio (1.3x) is in line with the JP Real Estate industry average.


Next Steps

Future Growth

How is Daiwa House IndustryLtd forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

15.0%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: 1925's forecast earnings growth (15% per year) is above the savings rate (0.05%).

Earnings vs Market: 1925's earnings (15% per year) are forecast to grow slower than the JP market (17.7% per year).

High Growth Earnings: 1925's earnings are forecast to grow, but not significantly.

Revenue vs Market: 1925's revenue (4.4% per year) is forecast to grow slower than the JP market (5.5% per year).

High Growth Revenue: 1925's revenue (4.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: 1925's Return on Equity is forecast to be low in 3 years time (12.8%).


Next Steps

Past Performance

How has Daiwa House IndustryLtd performed over the past 5 years?

12.0%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: 1925 has high quality earnings.

Growing Profit Margin: 1925's current net profit margins (4.3%) are lower than last year (5.8%).


Past Earnings Growth Analysis

Earnings Trend: 1925's earnings have grown by 12% per year over the past 5 years.

Accelerating Growth: 1925's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: 1925 had negative earnings growth (-29.9%) over the past year, making it difficult to compare to the Real Estate industry average (-19.9%).


Return on Equity

High ROE: 1925's Return on Equity (10%) is considered low.


Next Steps

Financial Health

How is Daiwa House IndustryLtd's financial position?


Financial Position Analysis

Short Term Liabilities: 1925's short term assets (¥2,224.5B) exceed its short term liabilities (¥1,264.2B).

Long Term Liabilities: 1925's short term assets (¥2,224.5B) exceed its long term liabilities (¥1,772.4B).


Debt to Equity History and Analysis

Debt Level: 1925's debt to equity ratio (67.6%) is considered high.

Reducing Debt: 1925's debt to equity ratio has increased from 39.9% to 67.6% over the past 5 years.

Debt Coverage: 1925's debt is not well covered by operating cash flow (19.5%).

Interest Coverage: 1925's interest payments on its debt are well covered by EBIT (106.7x coverage).


Balance Sheet


Next Steps

Dividend

What is Daiwa House IndustryLtd current dividend yield, its reliability and sustainability?

2.62%

Current Dividend Yield


Upcoming Dividend Payment


Dividend Yield vs Market

Notable Dividend: 1925's dividend (2.62%) is higher than the bottom 25% of dividend payers in the JP market (1.26%).

High Dividend: 1925's dividend (2.62%) is low compared to the top 25% of dividend payers in the JP market (3.03%).


Stability and Growth of Payments

Stable Dividend: 1925's dividend payments have been volatile in the past 10 years.

Growing Dividend: 1925's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (41%), 1925's dividend payments are well 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?

8.3yrs

Average management tenure


CEO

Keiichi Yoshii (62 yo)

1.42yrs

Tenure

JP¥205,000,000

Compensation

Mr. Keiichi Yoshii has been President and Chief Operating Officer at Daiwa House Industry Co.,Ltd. since 2017. Mr. Yoshii serves as Chief Executive Officer of Daiwa House Industry Co.,Ltd. since June 2019....


CEO Compensation Analysis

Compensation vs Market: Keiichi's total compensation ($USD0.00) is below average for companies of similar size in the JP market ($USD1.97M).

Compensation vs Earnings: Insufficient data to compare Keiichi's compensation with company performance.


Leadership Team

NamePositionTenureCompensationOwnership
Keiichi Yoshii
President1.42yrsJP¥205.00m0.0032%
¥ 72.2m
Takeshi Kosokabe
CFO, Executive VP10.83yrsJP¥101.00m0.0040%
¥ 89.6m
Kazuto Tsuchida
Senior Managing Executive Officer11.83yrsJP¥101.00m0.0053%
¥ 120.4m
Tamio Ishibashi
EVP, Head of IS Headquarters31.83yrsJP¥108.00m0.13%
¥ 3.0b
Katsutomo Kawai
Executive VP13.83yrsJP¥115.00mno data
Nobuhito Ishibashi
Founder & Senior Executive Officerno datano datano data
Yuji Yamada
Managing Executive Officer and GM of Finance Department & IR Departmentno datano datano data
Yoshinori Ariyoshi
Mng. Exec. offcno datano data0.0014%
¥ 31.1m
Moritaka Noumura
Senior Executive Officer & GM of HR Departmentno datano datano data
Makoto Yamamoto
Managing Executive Officer & Director10.83yrsno data0.0027%
¥ 61.9m
Fukujiro Hori
Head of Rental Apartment Building Ops & Senior Managing Exec. Officer10.83yrsno datano data
Tetsuya Tamura
Senior Executive Officer & President of Daiwa House Parking Co.no datano datano data

8.3yrs

Average Tenure

65yo

Average Age

Experienced Management: 1925's management team is seasoned and experienced (8.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Keiichi Yoshii
President1.42yrsJP¥205.00m0.0032%
¥ 72.2m
Takeshi Kosokabe
CFO, Executive VP10.83yrsJP¥101.00m0.0040%
¥ 89.6m
Kazuto Tsuchida
Senior Managing Executive Officer11.83yrsJP¥101.00m0.0053%
¥ 120.4m
Tamio Ishibashi
EVP, Head of IS Headquarters31.83yrsJP¥108.00m0.13%
¥ 3.0b
Yoshinori Ariyoshi
Mng. Exec. offcno datano data0.0014%
¥ 31.1m
Makoto Yamamoto
Managing Executive Officer & Director10.83yrsno data0.0027%
¥ 61.9m
Tatsuya Urakawa
Mng. Exec. Ofcno datano data0.0020%
¥ 44.8m
Hirotsugu Otomo
Managing Executive Officer4.42yrsno data0.0041%
¥ 93.0m
Kazuhito Dekura
Mng.Exec. Ofcno datano data0.0020%
¥ 44.8m
Keisuke Shimonishi
Mng Exec. Ofcno datano data0.0014%
¥ 31.1m
Nobuya Ichiki
Managing Executive Officer0.83yrno datano data
Kazuyoshi Kimura
Independent Outside Director8.42yrsno data0.0018%
¥ 41.2m

10.3yrs

Average Tenure

64yo

Average Age

Experienced Board: 1925's board of directors are seasoned and experienced ( 10.3 years average tenure).


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 not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Daiwa House Industry Co.,Ltd.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Daiwa House Industry Co.,Ltd.
  • Ticker: 1925
  • Exchange: TSE
  • Founded: 1947
  • Industry: Diversified Real Estate Activities
  • Sector: Real Estate
  • Market Cap: JP¥2.251t
  • Shares outstanding: 654.07m
  • Website: https://www.daiwahouse.co.jp

Number of Employees


Location

  • Daiwa House Industry Co.,Ltd.
  • 3-3-5 Umeda
  • Kita-ku
  • Osaka
  • 530-8241
  • Japan

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
DWAH.YOTCPK (Pink Sheets LLC)ADRUSUSDJan 1975
DWAH.FOTCPK (Pink Sheets LLC)YesCommon StockUSUSDJan 1992
1925TSE (The Tokyo Stock Exchange)YesCommon StockJPJPYJan 1992
DWHDB (Deutsche Boerse AG)YesCommon StockDEEURJan 1992

Biography

Daiwa House Industry Co., Ltd. engages in the construction business worldwide. It operates through Single-Family Houses; Rental Housing; Condominiums; Existing Homes; Commercial Facilities; Logistics, Busi...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/11/30 08:09
End of Day Share Price2020/11/27 00:00
Earnings2020/09/30
Annual Earnings2020/03/31


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.