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Employees: 2,911
Size Tokyu Construction (1720.T) is a Japan Consumer Discretionary company (Homebuilding) with a market value of $774M, the 852nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,165 on 6 Nov 2026.
Performance Over six months the shares fell 20.9%, against -10.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 10.8% over the last twelve months (peer median +7.3%); the operating margin is 4.9% (peer median 5.9%).
Valuation It trades at 9.3× forward earnings against a peer median of 15.6× (5th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -14% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -22 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.8 points above its cost of capital (5.9% WACC).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥343B | ¥341B | ¥293B | ¥286B | ¥289B |
| Revenue growth | — | +16% | +3% | -1% | — |
| Gross profit | ¥38.5B | ¥37.6B | ¥28.7B | ¥26.1B | ¥21.9B |
| EBITDA | ¥18.6B | ¥17.9B | ¥10.1B | ¥9.29B | ¥6.36B |
| Net income | ¥13.9B | ¥13.4B | ¥6.63B | ¥7.27B | ¥5.25B |
| Free cash flow | n/a | ¥2.94B | ¥38.5B | -¥55.7B | ¥19.7B |
| Capital expenditure | n/a | ¥3.97B | ¥2.67B | ¥1.67B | ¥665M |
| Total debt | ¥21.0B | ¥37.1B | ¥27.2B | ¥55.0B | ¥22.2B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 1720.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.4% | 0.0% | 9th lowest of 21 |
| 6-month return | -20.9% | -10.0% | 5th lowest of 21 |
| Distance from 52-week high | -31.2% | -30.6% | 11th highest of 21 |
| Revenue growth (TTM) | +10.8% | +7.3% | 9th highest of 21 |
| Operating margin | 4.9% | 5.9% | 10th lowest of 21 |
| Forward P/E | 9.3× | 15.6× | 5th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -13.6% | -7.9% | 4th least demanding of 15 |
| Growth delivered (Del g) | +8.1% | +0.2% | 5th highest of 15 |
| Hurdle (Req g minus delivered) | -21.7 pp | -7.2 pp | 4th least demanding of 15 |
| ROIC minus cost of capital | +10.8 pp | -0.4 pp | 3rd highest of 21 |
| EV / EBITDA | 4.3× | 10.4× | cheapest of 9 |
| Net debt / EBITDA | -2.3× | 2.8× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tokyu Construction 1720.T | Japan | $774M | -21% | +11% | 5% | 9.3× | -13.6% | +8.1% |
| Chongqing Construction Engineering 600939.SS | China | $773M | -11% | -28% | -4% | n/a | -7.9% | -16.8% |
| Takamatsu Construction 1762.T | Japan | $769M | +16% | +6% | 6% | 9.5× | n/a | n/a |
| Cathay Real Estate Development 2501.TW | Taiwan | $719M | -9% | +14% | 19% | 6.8× | -20.7% | +11.7% |
| Run Long Construction 1808.TW | Taiwan | $844M | +10% | +741% | 25% | n/a | -12.0% | -3.2% |
| Legacy Housing LEGH | United States | $694M | +25% | -3% | 33% | 14.1× | 3.5% | -1.4% |
| Shanghai Tongji Science & Technology Industrial 600846.SS | China | $870M | -27% | +51% | 3% | n/a | 7.8% | -6.8% |
| Dexterra DXT.TO | Canada | $876M | +59% | +9% | 6% | 24.0× | 5.1% | +17.2% |
| Atal 1AT.WA | Poland | $668M | -5% | +40% | 26% | 5.7× | -3.9% | +1.8% |
| Huaku Development 2548.TW | Taiwan | $928M | -21% | +331% | 22% | 19.9× | -18.6% | +10.0% |
| Shenzhen Centralcon Investment 000042.SZ | China | $637M | -34% | +116% | 14% | n/a | -14.2% | -24.7% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 7.0× | -13.2% | -3.5% |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 25.4× | 4.8% | +4.9% |
| Black Diamond BDI.TO | Canada | $1.02B | +25% | +26% | 12% | 32.7× | n/a | n/a |
| LGI Homes LGIH | United States | $1.06B | -2% | -2% | 4% | 17.1× | 18.3% | -6.4% |
| Dream Finders Homes DFH | United States | $1.12B | -13% | -11% | 3% | 441.3× | n/a | n/a |
| Vistry VTY.L | United Kingdom | $1.12B | -19% | -8% | -9% | 9.5× | n/a | n/a |
| China Wuyi 000797.SZ | China | $517M | -24% | +78% | -5% | n/a | -8.0% | +4.2% |
| CEVIA Enviro 000885.SZ | China | $1.16B | -14% | -2% | 27% | 6.0× | -8.3% | +14.0% |
| Okumura 1833.T | Japan | $1.19B | -17% | 0% | 5% | n/a | n/a | n/a |
| Smith Douglas Homes SDHC | United States | $499M | -25% | 0% | 3% | 60.2× | n/a | n/a |