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Stock Analysis & ValuationJDC Corporation (1887.T)

Professional Stock Screener
Previous Close
¥630.00
Sector Valuation Confidence Level
Moderate
Valuation methodValue, ¥Upside, %
Artificial intelligence (AI)518.70-18
Intrinsic value (DCF)195.60-69
Graham-Dodd Method570.03-10
Graham Formulan/a

Strategic Investment Analysis

Company Overview

JDC Corporation is a leading Japanese engineering and construction company specializing in civil engineering, building construction, and infrastructure development. Headquartered in Tokyo, JDC operates domestically and internationally, focusing on projects related to electrical power, transportation, ports, flood control, and land reclamation. The company also engages in real estate, leisure facility management, and environmental remediation, including waste processing and recycling. Established in 1951, JDC has diversified its operations to include machinery sales, construction materials, and renewable energy generation. Despite recent financial challenges, the company maintains a strong presence in Japan's infrastructure sector, supported by its broad service portfolio and long-standing industry expertise. JDC's integrated approach to national land development and environmental sustainability positions it as a key player in Japan's industrial and construction landscape.

Investment Summary

JDC Corporation presents a mixed investment profile. The company operates in a stable but competitive industry, with diversified revenue streams across construction, real estate, and environmental services. However, its recent financial performance shows a net loss of ¥7.19 billion and negative operating cash flow, raising concerns about short-term profitability. The company's low beta (0.106) suggests lower volatility compared to the broader market, which may appeal to risk-averse investors. JDC's dividend yield, supported by a ¥22 per share payout, offers some income potential, but high total debt (¥30 billion) and negative EPS (-¥86.21) warrant caution. Investors should monitor the company's ability to improve operational efficiency and cash flow generation in a challenging construction market.

Competitive Analysis

JDC Corporation competes in Japan's highly fragmented engineering and construction sector, where scale and specialization are critical. The company's competitive advantage lies in its diversified service offerings, spanning civil engineering, environmental remediation, and real estate. Unlike pure-play construction firms, JDC benefits from integrated operations, including machinery sales and renewable energy projects, which provide additional revenue streams. However, its financial struggles (negative net income and operating cash flow) indicate weaker execution compared to larger peers. JDC's focus on infrastructure and environmental projects aligns with Japan's long-term development needs, but competition from well-capitalized domestic and international firms poses challenges. The company's regional expertise and government contracts provide stability, but its ability to secure large-scale projects and improve margins will determine future competitiveness. Environmental services, particularly waste management and remediation, represent a growth area where JDC could differentiate itself further.

Major Competitors

  • Kajima Corporation (1812.T): Kajima is one of Japan's 'Big Four' construction firms, with strong capabilities in large-scale infrastructure and international projects. It outperforms JDC in revenue scale and profitability but faces similar industry headwinds. Kajima's diversified portfolio includes real estate and environmental engineering, directly competing with JDC's segments.
  • Taisei Corporation (1801.T): Taisei is another major Japanese contractor with a focus on sustainable construction and urban development. It has a stronger balance sheet than JDC and leads in technological innovation, such as seismic-resistant structures. Taisei's international presence gives it an edge in global project bidding.
  • Nishimatsu Construction Co. (1820.T): Nishimatsu specializes in civil engineering and building construction, overlapping significantly with JDC's core business. It maintains a solid regional presence but lacks JDC's environmental remediation services. Nishimatsu's smaller scale makes it more agile but less competitive for mega-projects.
  • Penta-Ocean Construction Co. (1893.T): Penta-Ocean excels in marine and coastal engineering, a niche where JDC also operates. Its technical expertise in offshore projects gives it an advantage, but JDC's broader service range (e.g., waste management) provides diversification. Penta-Ocean's financials are more stable than JDC's.
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