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Employees: 1,579
Size TANSEISHA (9743.T) is a Japan Industrials company (Engineering & Construction) with a market value of $432M, the 1149th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,438 on 6 Nov 2026.
Performance Over six months the shares gained 1.1%, against -9.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 20 in its peer set.
Growth Revenue fell 6.8% over the last twelve months (peer median -0.9%); the operating margin is 6.1% (peer median 5.7%).
Valuation It trades at 12.0× forward earnings against a peer median of 10.2× (4th most expensive of 8).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 11.3 points above its cost of capital (6.1% WACC).
Next results Next results expected around 11 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥99.6B | ¥107B | ¥91.9B | ¥81.2B | ¥64.2B |
| Revenue growth | — | +17% | +13% | +26% | — |
| Gross profit | ¥19.6B | ¥21.4B | ¥17.1B | ¥14.5B | ¥10.7B |
| EBITDA | ¥6.28B | ¥8.55B | ¥5.33B | ¥4.05B | ¥786M |
| Net income | ¥4.50B | ¥5.99B | ¥3.88B | ¥2.77B | ¥460M |
| Free cash flow | n/a | ¥3.44B | ¥916M | ¥2.71B | ¥1.70B |
| Capital expenditure | n/a | ¥484M | ¥225M | ¥147M | ¥211M |
| Total debt | ¥282M | ¥435M | ¥696M | ¥14.6M | ¥214M |
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 | 9743.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.0% | -7.0% | 3rd highest of 21 |
| 6-month return | +1.1% | -9.8% | 6th highest of 20 |
| Distance from 52-week high | -13.9% | -29.2% | 3rd highest of 21 |
| Revenue growth (TTM) | -6.8% | -0.9% | 8th lowest of 21 |
| Operating margin | 6.1% | 5.7% | 10th highest of 21 |
| Forward P/E | 12.0× | 10.2× | 4th most expensive of 8 |
| Growth the price implies (Req g, 7 yrs) | -6.0% | -2.9% | 7th least demanding of 14 |
| Growth delivered (Del g) | +9.1% | +4.8% | 4th highest of 14 |
| Hurdle (Req g minus delivered) | -15.2 pp | -9.8 pp | 4th least demanding of 14 |
| ROIC minus cost of capital | +11.3 pp | -0.9 pp | 2nd highest of 20 |
| EV / EBITDA | 8.6× | 8.1× | 7th most expensive of 14 |
| Net debt / EBITDA | -2.2× | 0.7× | 3rd least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| TANSEISHA 9743.T | Japan | $432M | +1% | -7% | 6% | 12.0× | -6.0% | +9.1% |
| Kedge Construction 2546.TW | Taiwan | $433M | +15% | +38% | 10% | n/a | n/a | n/a |
| Anhui Transport Consulting & Design Institute 603357.SS | China | $436M | -31% | -39% | 12% | 10.2× | -7.3% | +5.7% |
| GE Power India GVPIL.NS | India | $427M | -10% | +19% | 23% | n/a | 17.8% | -17.6% |
| Amper AMP.MC | Spain | $437M | -8% | -37% | 7% | 57.7× | n/a | n/a |
| Wee Hur E3B.SI | Singapore | $425M | -18% | +22% | 26% | 6.5× | -14.2% | +9.2% |
| Asanuma 1852.T | Japan | $425M | -9% | -4% | 5% | n/a | -17.6% | +4.8% |
| Symal SYL.AX | Australia | $439M | +2% | +28% | 4% | 10.2× | 14.7% | +17.9% |
| Zhengyuan Geomatics 688509.SS | China | $440M | -16% | -22% | -44% | n/a | 30.4% | -19.7% |
| Global Dominion Access DOM.MC | Spain | $442M | -16% | -10% | 6% | 14.2× | -7.5% | +0.3% |
| LCC Projects LCCPROJECT.NS | India | $414M | n/a | +23% | 12% | n/a | 8.6% | +43.2% |
| Hanjia Digital Intelligence Science and Technology 300746.SZ | China | $452M | +7% | -2% | 0% | n/a | 47.6% | -10.5% |
| Qilu Expressway 1576.HK | Hong Kong | $412M | -10% | -53% | 29% | n/a | 5.5% | +6.3% |
| Tengda Construction 600512.SS | China | $452M | -21% | +32% | -3% | n/a | n/a | n/a |
| Kawada Technologies 3443.T | Japan | $411M | -17% | -11% | 8% | 7.2× | -10.4% | -0.1% |
| Zhongtongguomai Communication 603559.SS | China | $455M | -1% | +1% | -18% | n/a | n/a | n/a |
| Fujian Tendering 301136.SZ | China | $409M | -39% | -5% | -4% | n/a | n/a | n/a |
| Shanxi Installation 2520.HK | Hong Kong | $408M | +25% | -16% | 3% | n/a | n/a | n/a |
| Tomoe 1921.T | Japan | $408M | -5% | +3% | 14% | n/a | -2.9% | +8.5% |
| Daiho 1822.T | Japan | $405M | +2% | +1% | 5% | 15.5× | -12.7% | -2.9% |
| Zhong Fu Tong 300560.SZ | China | $405M | -18% | +15% | -1% | n/a | n/a | n/a |