USS Co., Ltd.

TSE:4732 Stock Report

Market Cap: JP¥674.7b

USS Valuation

Is 4732 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 4732 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 4732 (¥1404) is trading below our estimate of fair value (¥1436.33)

Significantly Below Fair Value: 4732 is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 4732?

Key metric: As 4732 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 4732. This is calculated by dividing 4732's market cap by their current earnings.
What is 4732's PE Ratio?
PE Ratio19.3x
EarningsJP¥34.88b
Market CapJP¥674.68b

Price to Earnings Ratio vs Peers

How does 4732's PE Ratio compare to its peers?

The above table shows the PE ratio for 4732 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average18.2x
9882 Yellow Hat
11.4xn/aJP¥116.0b
9832 Autobacs Seven
39x28.2%JP¥111.4b
3186 NEXTAGE
14.3x25.0%JP¥117.8b
7599 IDOM
8.2x10.2%JP¥107.7b
4732 USS
19.3x3.5%JP¥674.7b

Price-To-Earnings vs Peers: 4732 is expensive based on its Price-To-Earnings Ratio (19.3x) compared to the peer average (18.2x).

Price to Earnings Ratio vs Industry

How does 4732's PE Ratio compare vs other companies in the JP Specialty Retail Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
4732 19.3xIndustry Avg. 13.5xNo. of Companies14PE0816243240+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 4732 is expensive based on its Price-To-Earnings Ratio (19.3x) compared to the JP Specialty Retail industry average (13.6x).

Price to Earnings Ratio vs Fair Ratio

What is 4732's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

4732 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio19.3x
Fair PE Ratio16.3x

Price-To-Earnings vs Fair Ratio: 4732 is expensive based on its Price-To-Earnings Ratio (19.3x) compared to the estimated Fair Price-To-Earnings Ratio (16.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 4732 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥1,404.00
JP¥1,486.00
+5.8%
5.0%JP¥1,580.00JP¥1,350.00n/a5
Nov ’25JP¥1,292.50
JP¥1,486.00
+15.0%
5.0%JP¥1,580.00JP¥1,350.00n/a5
Oct ’25JP¥1,364.50
JP¥1,486.00
+8.9%
5.0%JP¥1,580.00JP¥1,350.00n/a5
Sep ’25JP¥1,339.00
JP¥1,420.00
+6.0%
7.3%JP¥1,500.00JP¥1,250.00n/a5
Aug ’25JP¥1,335.00
JP¥1,420.00
+6.4%
7.3%JP¥1,500.00JP¥1,250.00n/a5
Jul ’25JP¥1,372.00
JP¥1,420.00
+3.5%
7.3%JP¥1,500.00JP¥1,250.00n/a5
Jun ’25JP¥1,224.50
JP¥1,437.50
+17.4%
7.5%JP¥1,500.00JP¥1,250.00n/a4
May ’25JP¥1,209.00
JP¥1,362.50
+12.7%
7.0%JP¥1,500.00JP¥1,250.00n/a4
Apr ’25JP¥1,281.50
JP¥1,362.50
+6.3%
7.0%JP¥1,500.00JP¥1,250.00n/a4
Mar ’25JP¥1,319.50
JP¥1,362.50
+3.3%
7.0%JP¥1,500.00JP¥1,250.00n/a4
Feb ’25JP¥1,398.75
JP¥1,403.75
+0.4%
9.3%JP¥1,550.00JP¥1,250.00n/a4
Jan ’25JP¥1,418.00
JP¥1,355.00
-4.4%
8.5%JP¥1,515.00JP¥1,250.00n/a3
Dec ’24JP¥1,452.75
JP¥1,313.00
-9.6%
7.8%JP¥1,515.00JP¥1,250.00n/a5
Nov ’24JP¥1,338.25
JP¥1,265.00
-5.5%
3.4%JP¥1,325.00JP¥1,200.00JP¥1,292.505
Oct ’24JP¥1,236.25
JP¥1,243.00
+0.5%
5.4%JP¥1,325.00JP¥1,140.00JP¥1,364.505
Sep ’24JP¥1,278.75
JP¥1,243.00
-2.8%
5.4%JP¥1,325.00JP¥1,140.00JP¥1,339.005
Aug ’24JP¥1,238.75
JP¥1,218.00
-1.7%
5.1%JP¥1,300.00JP¥1,140.00JP¥1,335.005
Jul ’24JP¥1,189.00
JP¥1,218.00
+2.4%
5.1%JP¥1,300.00JP¥1,140.00JP¥1,372.005
Jun ’24JP¥1,136.50
JP¥1,218.00
+7.2%
5.1%JP¥1,300.00JP¥1,140.00JP¥1,224.505
May ’24JP¥1,154.00
JP¥1,158.00
+0.3%
4.3%JP¥1,250.00JP¥1,100.00JP¥1,209.005
Apr ’24JP¥1,147.50
JP¥1,158.00
+0.9%
4.3%JP¥1,250.00JP¥1,100.00JP¥1,281.505
Mar ’24JP¥1,105.50
JP¥1,150.00
+4.0%
6.1%JP¥1,250.00JP¥1,050.00JP¥1,319.504
Feb ’24JP¥1,064.50
JP¥1,150.00
+8.0%
6.1%JP¥1,250.00JP¥1,050.00JP¥1,398.755
Jan ’24JP¥1,047.50
JP¥1,150.00
+9.8%
6.1%JP¥1,250.00JP¥1,050.00JP¥1,418.005
Dec ’23JP¥1,109.50
JP¥1,150.00
+3.7%
6.1%JP¥1,250.00JP¥1,050.00JP¥1,452.755
Nov ’23JP¥1,114.00
JP¥1,170.00
+5.0%
7.9%JP¥1,300.00JP¥1,050.00JP¥1,338.255

Analyst Forecast: Target price is less than 20% higher than the current share price.

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