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Stock Analysis & ValuationMIRAIT ONE Corporation (1417.T)

Professional Stock Screener
Previous Close
¥3,708.00
Sector Valuation Confidence Level
Moderate
Valuation methodValue, ¥Upside, %
Artificial intelligence (AI)2634.91-29
Intrinsic value (DCF)962.61-74
Graham-Dodd Method2353.71-37
Graham Formula3641.63-2

Strategic Investment Analysis

Company Overview

MIRAIT ONE Corporation (1417.T) is a leading Japanese engineering and construction firm specializing in telecommunications, electrical, and civil engineering services. Headquartered in Tokyo, the company provides a diverse range of solutions, including cloud computing, smart office systems, Wi-Fi engineering, LAN/WAN construction, and system design. MIRAIT ONE also plays a critical role in Japan's infrastructure development, undertaking projects in environmental conservation, alternative energy facilities, and social infrastructure. With expertise in post-disaster restoration and telecommunications network troubleshooting, the company is a key player in Japan's industrial sector. Its integrated services in construction, maintenance, and technology solutions position it as a vital contributor to Japan's digital and physical infrastructure growth. MIRAIT ONE's diversified operations and strong market presence make it a resilient player in the engineering and construction industry.

Investment Summary

MIRAIT ONE Corporation presents a stable investment opportunity with moderate growth potential, supported by its diversified engineering and construction services in Japan. The company's revenue of ¥518.4 billion and net income of ¥12.5 billion reflect steady performance, though its high total debt (¥117.1 billion) relative to cash reserves (¥48 billion) warrants caution. With a low beta (0.28), the stock may appeal to risk-averse investors seeking exposure to Japan's infrastructure sector. The dividend yield (based on ¥75/share) adds income appeal, but investors should monitor debt levels and Japan's infrastructure spending trends. Given its niche in telecommunications and disaster recovery, MIRAIT ONE could benefit from Japan's ongoing digital transformation and climate resilience initiatives.

Competitive Analysis

MIRAIT ONE Corporation holds a competitive edge in Japan's engineering and construction sector through its specialized focus on telecommunications and infrastructure resilience. Unlike general contractors, MIRAIT ONE integrates IT solutions (cloud, Wi-Fi, smart offices) with traditional construction, offering end-to-end services—a key differentiator. Its expertise in post-disaster restoration and base station construction aligns with Japan's need for robust infrastructure, creating a defensible niche. However, the company faces pricing pressure from larger conglomerates and regional competitors. Its competitive advantage lies in technical specialization rather than scale, as evidenced by its mid-market capitalization (¥220 billion). While MIRAIT ONE benefits from long-term contracts in public infrastructure, its reliance on domestic markets limits growth compared to global peers. The company's ability to cross-sell engineering and IT services provides synergies, but it must innovate to counter saturation in traditional construction segments. Its low beta suggests resilience to market volatility, but dependence on Japan's economic conditions remains a structural risk.

Major Competitors

  • Kajima Corporation (1812.T): Kajima is a larger, diversified construction giant with global projects, overshadowing MIRAIT ONE in scale and international presence. While Kajima has stronger financials and brand recognition, it lacks MIRAIT ONE's focused expertise in telecommunications engineering. Kajima's broader civil engineering portfolio could threaten MIRAIT ONE in infrastructure tenders.
  • Comsys Holdings Corporation (1721.T): Comsys directly competes in telecom and electrical engineering, with similar revenue but higher profitability. Its stronger balance sheet (lower debt-to-equity) gives it an advantage, though MIRAIT ONE has broader civil engineering capabilities. Comsys' focus on energy-efficient solutions poses a threat in overlapping smart infrastructure projects.
  • JGC Holdings Corporation (1963.T): JGC leads in large-scale plant engineering, a segment MIRAIT ONE avoids, but overlaps in environmental facilities. JGC's international footprint (60% overseas revenue) contrasts with MIRAIT ONE's domestic focus. While not a direct competitor, JGC's technical prowess in energy could challenge MIRAIT ONE's alternative energy ventures.
  • Kandenko Co., Ltd. (1942.T): Kandenko rivals MIRAIT ONE in electrical engineering and telecom infrastructure, with superior operating margins. Its partnerships with Toyota for EV charging infrastructure showcase innovation, whereas MIRAIT ONE relies more on traditional contracts. Kandenko's stronger cash flow allows more aggressive R&D investment.
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