Sekisui House Valuation

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

Valuation Score

4/6

Valuation Score 4/6

  • 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 SKHS.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: SKHS.F ($22.77) is trading above our estimate of fair value ($12.64)

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


Key Valuation Metric

Which metric is best to use when looking at relative valuation for SKHS.F?

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

The above table shows the Price to Earnings ratio for SKHS.F. This is calculated by dividing SKHS.F's market cap by their current earnings.
What is SKHS.F's PE Ratio?
PE Ratio9.9x
EarningsJP¥232.81b
Market CapJP¥2.30t

Price to Earnings Ratio vs Peers

How does SKHS.F's PE Ratio compare to its peers?

The above table shows the PE ratio for SKHS.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average14.1x
TOL Toll Brothers
10.8x1.8%US$16.6b
BLD TopBuild
18.5x5.8%US$11.4b
PHM PulteGroup
9.7x-1.1%US$28.0b
NVR NVR
17.2x0.9%US$28.2b
SKHS.F Sekisui House
9.9x5.8%US$2.3t

Price-To-Earnings vs Peers: SKHS.F is good value based on its Price-To-Earnings Ratio (9.9x) compared to the peer average (14.1x).


Price to Earnings Ratio vs Industry

How does SKHS.F's PE Ratio compare vs other companies in the US Consumer Durables Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
SKHS.F 9.9xIndustry Avg. 11.9xNo. of Companies11PE01020304050+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SKHS.F is good value based on its Price-To-Earnings Ratio (9.9x) compared to the US Consumer Durables industry average (11.9x).


Price to Earnings Ratio vs Fair Ratio

What is SKHS.F'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.

SKHS.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio9.9x
Fair PE Ratio17.5x

Price-To-Earnings vs Fair Ratio: SKHS.F is good value based on its Price-To-Earnings Ratio (9.9x) compared to the estimated Fair Price-To-Earnings Ratio (17.5x).


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 SKHS.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$22.77
US$27.77
+21.9%
5.1%US$29.33US$25.42n/a9
Nov ’25US$23.47
US$27.77
+18.3%
5.1%US$29.33US$25.42n/a9
Oct ’25US$27.29
US$28.97
+6.1%
6.0%US$31.09US$26.25n/a9
Sep ’25US$26.51
US$27.32
+3.1%
6.2%US$29.87US$23.62n/a9
Aug ’25US$23.93
US$24.36
+1.8%
6.2%US$26.63US$21.06n/a9
Jul ’25US$21.81
US$24.58
+12.7%
6.9%US$27.06US$21.40n/a9
Jun ’25US$22.08
US$23.64
+7.1%
8.8%US$26.77US$19.76n/a9
May ’25US$22.97
US$23.53
+2.4%
9.3%US$27.13US$20.02n/a9
Apr ’25US$22.83
US$23.60
+3.4%
9.5%US$27.70US$20.44n/a8
Mar ’25US$22.78
US$23.65
+3.8%
10.7%US$29.22US$21.06n/a8
Feb ’25US$22.87
US$23.65
+3.4%
10.7%US$29.22US$21.06n/a8
Jan ’25US$21.59
US$22.94
+6.2%
5.8%US$25.43US$21.31n/a9
Dec ’24US$20.57
US$21.89
+6.4%
7.1%US$24.72US$19.04n/a9
Nov ’24US$19.71
US$21.60
+9.6%
7.2%US$24.60US$18.95US$23.4710
Oct ’24US$19.87
US$21.15
+6.4%
11.3%US$24.76US$17.40US$27.299
Sep ’24US$20.38
US$20.66
+1.4%
6.5%US$21.94US$17.83US$26.518
Aug ’24US$20.60
US$21.66
+5.1%
6.2%US$23.19US$18.84US$23.938
Jul ’24US$19.89
US$20.39
+2.5%
7.2%US$22.16US$18.00US$21.819
Jun ’24US$19.61
US$20.88
+6.5%
7.0%US$22.90US$18.60US$22.089
May ’24US$20.25
US$21.23
+4.8%
5.9%US$23.00US$19.29US$22.979
Apr ’24US$20.01
US$21.48
+7.3%
6.2%US$23.63US$19.82US$22.839
Mar ’24US$19.08
US$21.16
+10.9%
8.3%US$23.40US$17.16US$22.7810
Feb ’24US$18.96
US$21.16
+11.6%
8.3%US$23.40US$17.16US$22.8710
Jan ’24US$17.74
US$19.92
+12.3%
8.3%US$21.95US$16.10US$21.5910
Dec ’23US$18.31
US$19.18
+4.8%
8.7%US$21.25US$15.58US$20.5710
Nov ’23US$16.35
US$18.09
+10.7%
8.5%US$20.19US$14.80US$19.7110

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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